Battelle Form 990-Fy10

EXTENSION GRANTED TO 08/15/11 Return of Organization Exempt From Income Tax Form iJU Depertment of the Treasury oternal
Revenue Serv Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung O1547
benefit trust or private foundation)

P' The organization may have to use a copy of this retum to satisfy state reporting requirements
Open to Public nspecton
A Forthe2009calondaryear,ortaxyearbeginning
B Check appkcabe: Pease C Name of organization
use IRS fl1Address Iabei or Ljchane punt or ATTELLE NmMORIAL INSTITUTE
OCT 1, 2009
andending
SEP 30, 2010

0 Employer identification number
type. Ll1 See

J rded noon LI10
Doing Business As Number and street (Or P.0. box if mail is not delivered to street address)
05 KING AVENUE City or town, state or country, and ZIP + 4 0LuMBUS, OH 432012693
31 4379427 Room/suite E Telephone number

(614)424-5853 G Gross recmpts $ H(a)lsthisagroupretum 5, 682, 210, 647.
peodorg
F Name and address of principal officer:DR. JEFFREY WADSWORTH SAME AS C ABOVE )1 (insert no.) Li 4947(a)(1) or L LII Other P' 527
I Tax-exempt status: LLJ 501(c) ( 3 J Website: P' WWW. BATTELLE .ORG K Form of organization: [J Corporation I
E 2
Li Trust L_J Association
for affiliates? LIII! Yes LI] No H(b) Are all affiliates included? Eli Yes LIII] No If No attach a list. (see instructions) H(c) Group exemption number P' L Year of formation: 1925 I M State of leoal domicile: OH
Briefly describe the organizations mission or most significant activities: SEE MISSION STATEMENT ON SCHEDULE 0
Check this box P' U if the oraanization discontinued its onerations or disoosed of more thnrr 2% of fe net assets
3 4 5 6 7a b 8 9 10 11 12 13 14 15 16a b 17
18 19
Number of voting members of the goveming body (Part VI, line 1 a) Number of independent voting members of the goveming body (Part VI, line 1 b) Total number of employees (Part V line 2a) Total number of volunteers (estimate if necessary) Total gross unrelated business revenue from Part VIII, column (C), line 12 Net unrelated business taxable income from Form 990-T, line 34 Contributionsandgrants(PartVlll,linelh) Programservicerevenue(PartVIlI,line2g) Investment income (Part VIII, column (A>, lines 3,4, and 7d) Otherrevenue(PartVIIl,column(A),lines5,6d,8c,9c,lOc,andiie) Totalrevenue-addlines8throughii(mustequalPartVlll,column(A),Iinei2) Grants and similar amounts paid (Part IX, column (A), lines 1-3) Benefits paid to or for members (Part IX, column (A), line 4) Salaries, other compensation, employee benefits (Part IX, column (A>, lines 5-10) Professional fundraising fees (Part IX, column (A), line lie) Total fundraising experses (Part IX column (0) line 25) P' ___________________ Otherexpenses(PartIX,column(A),Iineslia-lid,11f-24f) TotalexpensesAddlinesl3-17(ustequalPartlX,column(A),line2s) Revenuelessexpenses.Subtractlinel8fromlinel2
_________________
3 4 5 6 7a 7b
9 3 24201 0 2,200,867. 0. Current Year 4,505,277,128. 1,010,272,669. 9,312,771. 20,475,132. 5,545,337,700. 10,620,032.
____________________
Prior Year 3,954,051,722. 866,030,005. 4,881,189. 65,831,035, 4,890,793,951. 21,079,523.

___________________
2,360,551,925.
___________________ ___________________
2,524,748,990.
___________________ ___________________
2
W
2,475,285,788. 4,856,917,236. 33,876,715. Beginning of Current Year 1,155,009,521. 560,978,343. 594,031,178.
3,002,660,984. 5,538,030,006. 7,307,694. End of Year 1,183,968,052. 629,930,359. 554,037,693.
20 Totalassets(PartX,linel6) 21 Totalliabilit)es(PartXline26) 22 Netassetsorfuadbalances.Subtract)ine2lfroml)ne2O
,,.
f'Part H J Stgnature Block

Under penvihn of perJry decisre that bane exemored thiS rerurn, ircudlrrg accornpvnying schedules and statements, and to the best of my knowledge and belief. 4 e true, oorrrrct. sod complete. Dec.isrstion of p,rmparem othvr thvn officer) is based on Si information of whic.tt preporer has any knowle dge,
sign Here
Si/ature of officer
u,-,
Date
Check if oyed
Date
k
-
/)
1/
THOMAS K, SHARPE, ASST. TREASURER

Preparer's dentifyd1 number see ostmoobons)
Paid , Preparer Use Only
Firm's nanre (or y.urs selt.emrlployv.d)l Sddress, sod zip 4
______________________________________________
Phone no, YeSJNO Form 990(2009)
932001 02O41O LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT CONTINUATION
Form 990 (2009)
BATTELLE MEMORIAL INSTITUTE
314379427
Page2
Part III Statement of Program Service Accomplishments 1 Briefly describe the organizations mission:
BATTELLE MEMORIAL INSTITUTE ("DM1") 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.
3 4
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990EZ? If 'Yes,' describe these new services on Schedule 0. Did the organization cease conducting, or make significant changes in how it conducts, any program services? If 'Yes," describe these changes on Schedule 0. Describe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501 (c)(3) and 501 (c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. SEE SCHEDULE 0 FOR CONTINUATION(S) (Code: )(Expenses$ 3,613,084,340. includinggrantsof$ 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
LIlYes
LI1 No
LIIIlYes Liii No
4a
)(Revenue$
463,846,485.
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. ANOTHER BMI AFFILIATE IS PART OF A CONSORTIUM THAT OPERATES THE NATIONAL NUCLEAR LABORATORY FOR THE UNITED KINGDOM'S DEPARTMENT FOR ENERGY AND CLIMATE CHANGE. THROUGH OPERATION OF THE NATIONAL LABORATORIES, BMI AND ITS AFFILIATES
4b
(Code: )(Expenses$ 808,843,641. includinggrantsof$ 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 AND ENVIRONMENT, NATIONAL SECURITY, HEALTH AND LIFE SCIENCES.
)(Revenue$
546,426,184.
4c (Code: )(Expenses$ 10,620,032. including grants of$ EACH YEAR, DM1 DISTRIBUTES AT LEAST TWENTY PERCENT OF ITS CONSOLIDATED
NET INCOME TO PUBLIC CHARITIES AND GOVERNMENT AGENCIES. DISTRIBUTIONS ARE PRIMARILY FOCUSED UPON EDUCATION, HUMAN SERVICES, ARTS AND SCIENCES, AND ECONOMIC DEVELOPMENT. DM1 ACTIVELY SUPPORTS EDUCATIONAL INITIATIVES IN OHIO 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 MATH (STEM) DISCIPLINES.
)(Revenue$
4d
4e
Other program services. (Describe in Schedule 0,)

(Expenses $ including grants of $ 4,432,548,013, TotaIprogramserviceexpenses'$ ) (Revenue $
932002 020410
Form 990(2009)
Form 990 (2009)
31 4379427
Page3
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[Part IV j Checklist of Required Schedules

1
Yes
No
Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If Yes, complete Schedule A . ... . .. . _L .E_. 2 Is the organization required to complete Schedule B, Schedule of Contributors? . . . _. 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes, complete Schedule C, Part! . 3 - x 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If 'Yes, complete Schedule C, Part II _i.. L 5 Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations. Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If 'Yes, complete Schedule C, Part Ill . 6 Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If Yes, complete Schedule 0, Part I 6 - X 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If Yes, complete Schedule 0, Part!! ._L. 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? !f 'Yes, complete Schedule D, Part III 8 - X . . 9 Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If 'Yes, complete Schedule 0, Part IV 9 - X 10 Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? If "Yes, complete Schedule D, Part V . . 11 Is the organization's answer to any of the following questions Yes? If so, complete ScheduleD, Parts VI, VII, VIII, IX, orX as app!icab!e X ii .. . .. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If 'Yes, complete ScheduleD, Part VI. Did the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If Yes, complete Schedule D, Part VI!. Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If 'Yes, complete Schedule D, Part VII!. Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If Yes, complete Schedule D, Part IX. Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes, complete Schedule D, Part X. Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48? If Yes,' complete Schedule D, Part X. 12 Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes, complete Schedule 0, Parts XI, XII, and XI!!. X 12 ________ 12A Was the organization included in consolidated, independent audited financial statements for the tax year? Yes No If 'Yes, completing Schedule D, Parts XI, XII, and XIII is optional X 12A . 13 Is the organization a school described in section 170(b)(1)(A)Oi)? If Yes," complete Schedule E . . _!!. 14a Did the organization maintain an office, employees, or agents outside of the United States? j .2L b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If Yes, 'complete Schedule F, Part! 14b X 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If Yes, 'complete Schedule F, Part!! 15 - X .. 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If Yes,' complete Schedule F, Part I!! .. 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 1 le? If Yes, complete Schedule G, Part I x ... 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, nes 1 c and 8a? If Yes 'complete Schedule 0, Part/I 18 - X ... ............................................................. . . 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If Yes. complete Schedule 0, Part Ill . . . . ............................................................... j... 20 Did the organization operate one or more hospitals'? If Yes, complete Schedule H 20 - A Form 990(2009)
41..'
Form 990 (2009)
31-4379427
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Page4
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[Part IV j Checklist of Required Schedules (continued)

Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If 'Yes, complete Schedule I, Parts land/I 22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts land III 23 Did the organization answer 'Yes to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No ", go to line 25 b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary peilod exception? c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part / b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part / 26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part/I 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If "Yes," complete Schedule L, Part III 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV c An entity of which a current or former officer, director, trustee, or key employee of the organization (or a family member) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M . 31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I ................................................ . . .. 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?/f "Yes," complete ScheduleN, Part/I 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 3017701-3? If "Yes," complete Schedule R, Part I . . 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Parts II, III, IV, and V, line 1 ... ... 35 Is any related organization a controlled entity within the meaning of section 51 2(b)(1 3)? If "Yes," complete Schedule R, Part V, line 2 . . 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part t line 2 .. 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule 0. 21
Yes 21 22
X
No
-
23
24a 24b 24c 24d 25a
X
-
X
-
X X
25b 26
X
X
27
28a 28b 28c 29
X
-
X X
x
-
.!.. _L
_L -
X 38 Form 990(2009)
932004 02-0410
Form 990 (2009)
31 4379427
Page5
I Part VI Statements Regarding Other IRS Filings and Tax Compliance

Yes la Enter the number reported in Box 3 of Form 1096, Annual Summary and Transmittal of US. Information Retums. Enter -0- if not applicable b Enter the number of Forms W-2G included in line la. Enter -0- if not applicable No 3768 0 lb I c Did the organization comply with backup withholding rules for reportable payments to vendors and r eportable gaming (gambling) winnings to prize winners? .ic X 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, 24201 filed for the calendar year ending with or within the year covered by this return 2a . b If at least one is reported on line 2a, did the organization file all required federal employment tax retums? . Note. If the sum of lines la and 2a is greater than 250, you may be required toe-file this retum. (see instructions) X 3a Did the organization have unrelated business gross income of $1000 or more during the year covered by this retum? 3a b If Yes, has it filed a Form 990-T for this year? If No, provide an explanation in Schedule 0 3b X 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a X financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a SEE SCHEDULE 0 b If Yes, enter the name of the foreign country: See the instructions for exceptions and filing requirements for Form TD F 90 221, Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? .c If Yes, to line 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction? 5c - 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible? .6a - X b If Yes, did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . b If Yes, did the organization notify the donor of the value of the goods or services provided? .lb c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 82822 ............................................................................................................................................................ .- x d If Yes, indicate the number of Forms 8282 filed during the year 7d e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e - X f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? .g For all contributions of qualified intellectual property, did the organization file Form 8899 as required? . ia. h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required? lh - X 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 8 - . 9 Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? . .. * b Did the organization make a distribution to a donor, donor advisor, or related person? . 9b - -. 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 . ____________________ b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . . Liob 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders .ha b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) . -. 1 lb . .................................. .. ... h2a Section 4941(a)(l) nonexempt charitable trusts. Is the organization filing Form 990 in lieu of Form 10412 12a - b If Yes, enter the amount of tax-exempt interest received or accrued durinq the year 12b - Foni 990 2009,
Lia
. L.
c_-, nc 0 04 '0
Form 990 (2009)
314379427
Page6
[!rtj Governance, Management, and Disclosure For each 'Yes' response to lines 2 through 7b below, and fora "No' response
to line 8a, 8b, or lOb below, describe the circumstances, processes, or changes in Schedule 0. See instructions,
Section A. Governing Body and Management

la Enter the number of voting members of the governing body Ia b Enter the number of voting members that are independent lb 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? ,,,..,.., 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its organizational documents since the prior Form 990 was filed? 5 Did the organization become aware during the year of a material diversion of the organization's assets? 6 Does the organization have members or stockholders? 7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? b Are any decisions of the governing body subject to approval by members, stockholders, or other persons? 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The goveming body? . . . .. . b Each committee with authority to act on behalf of the governing body? . 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses in Schedule 0 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) IOa Does the organization have local chapters, branches, or affiliates? . . . . .. . b If 'Yes," does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? . 11 Has the organization provided a copy of this Form 990 to all members of its goveming body before filing the form? I IA Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. 12a Does the organization have a written conflict of interest policy? If 'No, "go to line 13 . . b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Does the organization regularly and consistently monitor and enforce compliance with the policy? If" Yes," describe in Schedule Ohowthis is done 13 Does the organization have a written whistleblower policy? . . 14 Does the organization have a written document retention and destruction policy? . . 15 Did the process for determining compensation of the following persons include a review and approval by independent persons comparability data and contemporaneous substantiation of the deliberation and decision'? a The organization's CEO, Executive Director, or top management official , b Other officers or key employees of the organization If Yes to line 15a or 15b describe the process in Schedule 0 (See instructions) I6a Did the organization invest in contribute assets to or participate in a joint venture or similar arrangement with a taxable entity during the year? . b If Yes has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law and taken steps to safeguard the organization s exempt status with respect to such arrangements? . .
.
Yes 9 3 2 3 4 5
-
No
X
X
X X
7a
j_.
9
-
X No
Yes
i!?i
lOb
X
11
i?
12b
12c
_.
X
X
jj j
15b
_L
..
16a
Section C. Disclosure
18
19 20
istthestateswithwhichacopyofthisForm990isrequiredtobefiledSEESCHEDULEO Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-1 (501 (c)(3)s only) available for public inspection, Indicate how you make these available. Check all that apply. LiL Own website Another's website DL Upon request Describe in Schedule 0 whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. State the name, physical address, and telephone number of the person who possesses the books and records of the organization: ________
I. MARTIN INGLIS
614-4247120
505 KING AVENUE, COLUMBUS, OH 4320i2693
Form 990 (2009)

932006 02-04-10
Form 990 (2009)
31-4379427
Pagei
I Part VIII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees la Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organizations tax year. Use Schedule J-2 if additional space is needed. List all of the organizations current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. List all of the organization's current key employees. See instructions for definition of key employee. List the organizations five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations, List all of the organizations former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. LIII Check this box if the oraanization did not comoensate any current officer, director, or trustee. (A) (B) (C) (D) (E) (F) Name and Title Average Position Reportable Reportable Estimated hours (check all that apply) compensation compensation amount of per - - - from from related other week the organizations compensation organization (W.2/1099-MISC) from the (W.2/1099'MISC) organization and related a organizations
JOHN 13. MCCOY CHAIRMAN AND DIRECTOR VICKY A. BAILEY DIRECTOR BERNADINE P. HEALY DIRECTOR RUSSELL A. HULSE DIRECTOR SEAN O'KEEFE DIRECTOR LESTER L. LYLES DIRECTOR MICHAEL 0. MORRIS DIRECTOR
ROBERT D. WALTER
3.00
X
-
130,004.
_______________
0.
0.
____________
3.00
110,000.
0.
0.
3.00
105,000.
0.
0.
3.00
110,000.
0.
0.
3.00
112,504.
0.
0.
3.00
107,504.
0.
0.
3.00
X
-
110,000.
_______________
0.
0.
____________
DIRECTOR JOHN K. WELCH DIRECTOR JEFFREY WADSWORTH PRESIDENT & CEO I. MARTIN INGLIS EXECUTIVE VP AND CFO RONALD D. TOWNSEND EXECUTIVE VP RUSSELL P. AUSTIN SR VP, GEN COUNSEL & SEC RICHARD C. ADAMS SENIOR VICE PRESIDENT
JOHN J. GROSSENBACHER
3.00
110,000.
0.
0.
3.00
115,004.
0.
0.
40.00
x
-
1,618,805.
______________
0.
163,710.
___________
40.00
924,949.
0.
202,504.
40.00
656,090.
0.
108,920.
40.00
549,200,
0.
144,774,
40.00
X
-
752,710.
_______________
0.
612,775.
____________
SENIOR VICE PRESIDENT ANTHONY T. HEBRON SENIOR VICE PRESIDENT STEPHEN S. KELLY SENIOR VICE PRESIDENT
932007 0204-10
40.00
--536,064.
-
0.
157,860,
40.00
404,311,
0.
62,810,
40.00
507,933.
0,
290,231,
Form 990(2009)
Form 990 (2009) Part VIII Section A.
31-4379427
Page 8
Officers. Directors. Trustees. Key Emniovees. nd Hiohest Cnmnensted FmnIvees (continued)
(A) Name and title
(B) Average hours per week
(C) Position (check all that apply)
(D) Reportable compensation from the organization (W-2/1 099-MISC)
(E) Reportable compensation from related organizations (W-2/1 099-MISC)
(F) Estimated amount of other compensation from the organization and related organizations
MICHAEL KLUSE SENIOR VICE PRESIDENT BARBARA L. KUNZ SENIOR VICE PRESIDENT THOMAS E. MASON SENIOR VICE PRESIDENT DONALD P. MCCONNELL SENIOR VICE PRESIDENT THOMAS D. SNOWBERGER SENIOR VICE PRESIDENT RICHARD D. ROSEN VICE PRESIDENT DANIEL W. O'BRYAN ASST TREAS.& ASST SEC. STEPHEN H. VALENTINE CONTROLLER & ASST TREAS. GWENDOLYN C. VONHOLTEN TREASURER JUDITH L. MOBLEY ASSISTANT TREASURER 40.00 X 153,726. 0. 0. 77,747. 6,041,359. 40.00 X
-
40.00
x
X
624,529.
0.
591,668.
40.00
529,303.
0.
73,444.
40.00
491,976.
0.
229,642.
40.00
549,741.
0.
598,675.
40.00
685,805.
0.
45,525.
40.00
388,212.
0.
350,677.
40.00
277,712.
0.
211,158.
40.00
290,627.
0.
218,867.
251,618.
0.
244,796.
15,949,746. lb Total . 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization
Yes 3 4 5 Did the organization list any former officer director or trustee key employee or highest compensated employee on line 1 a? If 'Yes," complete Schedule J for such individual For any individual listed on line 1 a is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual Did any person listed on line 1 a receive or accrue compensation from any unrelated organization for services rendered to the organization? If "Yes," complete Schedule J for such person 3 4
X X
6 ,368 No
Section B. Independent Contractors
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the_organization, _______________________________ ___________________
(A)
(B)
(C)
Name and business address

LYDIG1GRANT-A JOINT VENTURE, 11001 EAST MONTGOMERY DRIVE, SPOKANE, WA 99206 NATIONAL SECURITY TECHNOLOGIES LLC P0 BOX 98521, LAS VEGAS, NV 89193 TARCON, INC. 328 NEWMAN SPRINGS RD, RED BANK, NJ 07701 RADIOACTIVE WASTE MANAGEMENT PLANT 05-400, OTWOCK-SWIERK, MASOVIAN, POLAND GILBANE ELFORD A JOINT VENTUR, 440 POLARIS PARKWAY SUITE 200, WESTERVILLE, OH 43082
Description of services
ONTRACTOR-CONSTRUCTION
Compensation
79,309,440,
UCLEAR RESEARCH SERVICES
73,823,278,
20,811,780.
IASTE MGMT SERVICES
19,025,636.
15,987,485.
Total number of independent contractors (including but not hmited to those listed above) who received more than 922 $100 000 n compensation from the organization
SEE SCHEDULE J-2 FOR PART VII, SECTION A CONTINUATION
Form99O(2009)
932008 020410
Form 990 (2009)
BATTEL,LE MEMORIAL INSTITUTE

____________ ____________
31 4379427
__________
Pane9
I Part VIII
j Statement of Revenue
(A) Total revenue
(B) Related or exempt function revenue

_____________
(C) Unrelated business revenue

___________
(D) exom tax under sections 512, 513, or 514
_______________________________
_____________
_____________
I a Federated campaigns b Membership dues c Fundraising events d Related organizations . . ... e Government grants (contributions) f All other contributions, gifts, grants, and similar amounts not included above v oc
g
h
la .lb
______________ ______________ ______________ _______________
le 4,505,277, 128. If
__________________ - _________
Noncash contnbut ons ncuded a Unes 'a If $
Total.Add lines la-if
.....-.
4,505,277,128,
_____________
____________
_____________
Business Code
2a GOVERNMENT CONTRACTS b SCIENTIFIC RESEARCH
0
541700 541700
939,662,322. 70,610,347.
939,662,322. 68,667,633.
___________
____________ _____________
1,942,714.
w o
' -
c ___________________________ _________ ___________ ___________ d __________________________ ________ ___________ ___________ e __________________ ______ ________ f All other program service revenue .____________ _______________ _______________ 1,010,272,669. _____________ g Total. Add lines 2a-2f 3 Investment income (including dividends, interest, and othersimilaramounts) .. 8,579,151. _____________
4 Income from investment of tax-exempt bond proceeds _______________ _______________ ______________
__________ __________
_____________ ____________
______________ _____________
259,746.
_____________ _____________
8,319,405.
______________
Royalties ....................................................................... 9,642,755. (i) Real (H) Personal .621,863. __________ 6 a Gross Rents 571,359. ___________ b Less: rental expenses 50,504. ____________ c Rental income or (loss) d Net rental income or (loss) ............................................ 50,504, 7 a Gross amount from sales of (i) Securities (ii) Other .36,834,552 200,656. assetsotherthaninventory b Less: cost or other basis .35,380,194 921,394. andsalesexpenses 1,454,358 720,738. o Gainor(Ioss) d Netgainor(loss) ...........................................................733,620. 8 a Gross income from fundraising events (not including $ ____________________ of contributions reported on line lc). See Part IV, line 18 a __________ b Less: direct expenses b __________ o Net income or (loss) from fundraising events . . . _______________ 9 a Gross income from gaming activities. See Part IV, line 19 a __________ b Less: direct expenses b ____________ o Net income or (loss) from gaming activities . _______________ 10 a Gross sales of invertory, less returns and allowances a ____________ b Less: cost of goods sold b ____________ . . . .. o Net income or (loss) from sales of inventory . ________________ Miscellaneous Revenue Business Code 5
11 a CURRENCY CONVERSION
9,642,755,
______________
1,593.
52,097.
______________
_____________
733,620,
_______________
_____________
______________
________________
______________
_______________
________________
______________
_______________
541700
541700 541700
4,800,695.
4,518,622, 153,581.
______________ ______________ ______________ _______________ _____________
_____________ _____________ _____________ _____________ ____________
b STEM REVENUE c INCOME TAX BENEFIT
d Allotherrevenue e TotaLAdd inesilalid n tructons. Totatrevenue 12
54170i
. . . . . . . .
1,308,975,
10,781,873.
4,800,695. 4,518,622. 153,581. 1,308,975,

_____________
S,545,337,7O0,
1,008,29,955
2,200,857
29,29,350.
'1o
Form 990 (20C)
Form 990 (2009)
31-4379427
PagelO
Part IX Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D). Do not include amounts reported on lines 6b, 7b, Sb, 9b, and lOb of Part VIII. Total expenses Progran 'service Managm'ent and
Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 2 Grants and other assistance to individuals in the US. See Part IV, line 22 3 Grants and other assistance to governments, organizations, and individuals outside the US. See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(8) 7 Other salaries and wages 8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) 9 Other employee benefits 10 Payroll taxes 11 Fees for services (non-employees): a Management b Legal c Accounting d Lobbying e Professional fundraising services. See Part IV, line 17 f Investment management fees g Other 12 Advertising and promotion 13 Office expenses 14 Information technology 15 Royalties 16 Occupancy 17 Travel 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences, conventions, and meetings 20 Interest 21 Payments to affiliates 1
22 Depreciation, depletion, and amortization 23 Insurance
10 ,620, 032.
10, 620, 032.
__________________
___________________
10633,779
8,507,023.
2,126,756
2,014,791,559
1,611,833,247
402,958,312,
165,602,387. 204,151,539. 129,569,726.
132,481,910. 163, 321, 231. 103,655,781.
33,120,477. 40,830,308. 25,913,945. 2, 587 ,902, 1, 702 ,505. 182 ,039. 175 ,086.
12,939,509. 8,512,526.
910,197. 875,431. 10,959,438. 1,757,791,872. 483,066. 42,338,338. 75,399,188. 713,666. 132,958,146. 108,366,133.
10,351 ,607.
6,810 ,021.
728 ,158. 700 ,345. 8,767,550. 1,406,233 ,498. 386,453. 33,870 ,670. 60, 319 ,350. 570 ,933. 106,366 ,517.
86,692 ,906.
2, 191,888. 351,558 ,374. 96 ,613. 8, 467 ,668. 15, 079 ,838. 142 ,733. 26, 591 ,629. 21, 673 ,227.
7,299,311 31, 881 ,071. 7, 165 ,677.
5,839,449 25,504,857. 5,732, 42.
1,459.862.
6, 376 ,214, 1, 4 3 ,135.
24
Other expenses, Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a PURCHASES b RENTAL & MAINTENANCE c NONINCOME TAX EXPENSE d EQUITY LOSS INVESTMENTS
,474. 8, 96 , 4.
,0 2, 40. 6, 240 ,492.
34 4
79.
, 602 ,09
70,477,067. 28,042,352. 4,992,394. 2,835,794. 2,497,947. 4,432,548,013,
17, 1 ,267.
7, 010 , 8 1, 248 ,09 708 ,948. 624 ,486. 1,105,481 ,993,
e MINORITY INTEREST
3, 544,742.
3, 122,433. 5,538, 030 ,006.
f 25 26
All other expenses _____________________ Total functional expenses. Add lines I through 24f Joint costs. Check here . if following
Li
SOP 98-2. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaiqn and fundraisin solicitation
932010 02-04-10
Form
990 (2009)
Form 990 (2009)
31 4379427 (A) Beginning of year .53,726 ,475. 48,345 ,395.

____________________ -
Page11 (B) End of year 51, 003 ,950. 15,894 ,553.
Part X ] Balance Sheet

______________________________________________________________________
I 2
3
Cash-non-interest-bearing Savingsandtemporarycashinvestments
Pledges and grants receivable, net
2 4
_____________________
4
5
Accounts receivable, net Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II
of Schedule L
.276,894 ,572.
274, 292,486.
____________________
_____________________
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete
PartllofScheduleL . . ________________ _. _________________
Notesandloansreceivable,net .2,829 ,040, 7 Inventoriesforsaleoruse .5,240 ,212. 8 9,856 ,170. 9 9 Prepaidexpensesanddeferredcharges ba Land, buildings, and equipment: cost or other 748,663,657. basis. Complete Part VI of Schedule D lOa . . 331,727 ,935, lOc 363,582,247, .lOb b Less:accumulateddepreciation 11 Investments-publiclytradedsecurities .279,448 ,212. i 129,206 ,201. 12 12 Investments-othersecuritiesSeePartlV,linell .____________________ 13 13 Investments - program-related. See Part IV, line 11 14 Intangible assets .____________________ 14 .17,735 ,309. 1.5 15 OtherassetsSeePartlV,linell 1,155,009 ,521. 16 16 Totalassets.Addlineslthroughl5(mustequalline34) 17 Accounts payable and accrued expenses .175,818 ,535. 17 .____________________ 18 Grants payable 43,141 ,802. 19 19 Deferred revenue .18,123 ,410. 20 20 Tax-exempt bond liabilities 21 Escrow or custodial account liability. Complete Part IV of Schedule D ____________________ 22 Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II 7 8
ofScheduleL
1, 938 ,479. 8, 105 ,339. 7, 295 ,559.
385, 081 ,410. 284, 791 ,467. 139, 309 ,736,

_____________________ _____________________
16, 255 ,073. 1,183,968 ,052. 157, 100 ,339.

_____________________
28, 507 ,448. 18, 053 ,000.

_____________________
_________________
__________________
23 24 25
-
26
Secured mortgages and notes payable to unrelated third parties Unsecured notes and loans payable to unrelated third parties Otherliabilities. Complete Part X of Schedule D TotalliabilitiesAddlinesl7throuqh25
Organizations that follow SFAS 117, check here lines 27 through 29, and lines 33 and 34. Li and complete
137,700 ,000. 23 .____________________ 24 .186,194 ,596. 25 560,978 ,343. 26
149, 399 ,879,

_____________________
276,869,693. 629, 930 ,359.
27
28
29
Unrestricted net assets Temporarily restricted net assets . Permanently restricted net assets Organizations that do not follow SFAS 117, check here
complete lines 30 through 34.
. . .
____________________ _____________________ ____________________
27
_____________________ ______________________ _____________________
LI1 and
30
31 32 Z
-
Capital stock or trust principal, or current funds Paid-in or capital surplus, or and, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds
Totalpetassetsorund balances
0. 594,031 , 178. 594,031 ,178. 1,155,009 ,521,
30 32 33 34
0.
0. 31
0. 554, 037 , 693.

554, i37, 693. 1,183, 968, 052, Form 99012009)
34
Totalliabihtiesandnetassets/fundbalances
..............
2C1
2 .,4
Form 990 (2009)
314379427
Pagel2 Yes No
I Part XII Financial Statements and Reoortinci

Accounting method used to prepare the Form 990: LIII Cash LiII Accrual El Other _____________________ If the organization changed its method of accounting from a prior year or checked Other, explain in Schedule 0. 2a Were the organizations financial statements compiled or reviewed by an independent accountant? b Were the organization's financial statements audited by an independent accountant? o If Yes to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0. d If Yes to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a consolidated basis, separate basis, or both: LII Separate basis Lull Consolidated basis LII Both consolidated and separate basis 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and 0MB Circular A133? b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit 1
2a 2b 2c
X X X
3a
3b X Form 990(2009)
932012 020410
SCHEDULE A (Form 990 or 990-EZ)

Department of the Treaswy ntema Revenue Servce
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ. See separate instructions.
0MB No. 1545-0047
Open to Public Inspection
Name of the orqani; 31-4379427 BATTELLE MEMORIAL INSTITUTE Part I I Heason tor Public Uharity Status (All orqanizations must complete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 11 check only one box.) I El A church, convention of churches, or association of churches described in section 170(b)(l)(A)(i). 2 LII A school described in section 170(b)(I)(A)(ii). (Attach Schedule E.) LIII A hospital or a cooperative hospital service organization described in section I70(b)(I)(A)(iii). LII A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: LII An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(bXI)(AXiv). (Complete Part II.) 6 LIII A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). LlII An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1XA)(vi). (Complete Part II.) LIII A community trust described in section 170(b)(I)(A)(vi). (Complete Part II.) LIII An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part Ill.) 10 LII An organization organized and operated exclusively to test for public safety, See section 509(a)(4). ii LII An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines lie through 1 lh. a [1111 Type I b LII Type II c LIII Type Ill Functionally integrated d LIII Type Ill - Other o El By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). f If the organization received a written determination from the IRS that it is a Type I, Type II, or Type Ill supporting organization, check this box LII Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? g __________ (i) A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, Yes No the governing body of the supported organization? .llg(i) .I lg(ii) (ii) A family member of a person described in (i) above? .1 lg(iii) (iii) A 35% controlled entity of a person described in (i) or (ii) above? h Provide the following information about the supported organization(s). (i) Name of supported orgamzahon (ii) EIN (iii) ype 01 (vi) Is the iv) Is the organization (v) Did you notify the organization in col. organization n col. (i) listed in your organization in coL (i) organized in the descnbed on hnes 1-9 governing document? (i)ofyoursuppoU? U.S.?
above or IRC section
(vii) Amount of support
(see instructions))
________ ________ ________ ________ ________
Yes
No
Yes
No
Yes
No
Total ______________ _________________ ______ ______ ______ ______ _______ __________________ LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Schedule A (Form 990 or 990-EZ) 2009 Form 990 or 990-EZ.
932021 020S-10
Schedule A(Form 990 or 990.EZ) 2009 BATTELLE MEMORIAL INSTITUTE
31-4379427
Page 2
I Part III
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on lineS, 7, or 8 of Part I.)
(a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total
Section A. Public Support

Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any 'unusualgrants.") 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 3 The value of services or facilities furnished by a govemmental unit to
the organization without charge
2999298954.
3272337285.
3711462617.
3954051722.
4505277128.
18442427706.
______________
______________
______________
______________
______________
_______________
4 Total.Addlinesl through3 5 The portion of total contributions by each person (other than a govemmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11,
column (f) -
2999298954.
3272337285.
3711462617.
3954051722.
4505277128.
18442427706.
______________
______________ _______________
______________ ______________
______________ ______________
______________ _______________
_______________
6 Public support. ubtra t hn 5from fl ecuon . i owl support Calendar year (or fiscal year beginning in)
7 Amountsfromline4 8 Gross income from interest,
_______________
18442427706. (f) Total
__________ __________ __________ __________ __________ ___________
(a) 2005
2999298954.
(b) 2006
3272337285.
(C) 2007
3711462617.
(d) 2008
3954051722.
(e) 2009
4505277128. 18442427706.
dividends, payments received on securities loans, rents, royalties andincomefromsimilarsources 9 Net income from unrelated business activities, whether or not the
businessisregularlycarriedon
23,802,434.
22,676,062.
19,076,116.
69,299,595.
22,502,132. 157,356,339.
____________ ____________ ____________ ____________
82,241.
82,241.
10 Other income. Do not include gain or loss from the sale of capital
assets (Explain in Part IV.) _____________ _____________ _____________ _____________ _____________ ______________
11 Total support Add lines 7 through 10 12 Gross receipts from related activities, etc. (see instructions) 12 I 13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
18599866286 4,321,154,596.
organization, check this box and stop here Section C. Computation of Public Support Percentage
99.15 14 14 Public support percentage for 2009 (line 6, column (f) divided by line 11, column (f1) ............ 99.09 15 15 Public support percentage from 2008 Schedule A, Part II, line 14 16a 33 1/3% support test - 2009.lf the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
LIII
% %
stop here. The organization qualifies as a publicly supported organization b 33 1/3% support test - 2008. If the organization did not check a box on line 13 or 1 6a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization LJ ha 10/ -facts-and-circumstances test 2009.lf the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part IV how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization 11111 b 10/Q -facts-and-circumstances test - 2008.lf the organization did not check a box on line 13, 16a, lBb, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances' test, check this box and stop here. Explain in Part IV how the organization meets the 'facts-andcircumstances test. The organization qualifies as a publicly supported organization Li 18 Private foundation. If the organization did not check a box on line 13, 1 6a, 1 6b, 1 7a, or 1 7b, check this box and see instructions LIII Schedule A (Form 990 or 990-EZ) 2009
c32022 02-08-10
I Part HI j Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part L) Section A. Public Support
Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received, (00 not
include any unusual grants.)
(a) 2005
(b) 2006
(C) 2007
(d) 2008
(e) 2009
(f) Total
______________
______________
______________
______________
______________
_______________
2 Gross receipts from admissions, merchandise sold or services per. formed, or facilities furnished in any activity that is related to the
organization's taxexempt purpose _____________ _____________ _____________ _____________ _____________ ______________
3 Gross receipts from activities that are not an unrelated trade or bus mess under section 513 4 Tax revenues levied for the organ ization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to
the organization without charge ______________ _____________ ______________ _____________ ______________ _____________ ______________ _____________ ______________ _____________ _______________ ______________
6 Total. Add lines 1 through 5 7a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received
from other than disqualified persons that exceed the cjreater of $5,000 or 1% of the amount on lane 13 for the year
______________
______________
______________
______________
______________
_______________
c Add lines 7a and 7b 8 Public_support_(Sublrpcl_line_in_torn_line
_____________ ____________________
_____________ ____________________
_____________ ____________________
_____________ ___________________
_____________ ___________________
______________ _____________________
(a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total 9 Amounts from line 6 lOa Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 cAdd lines ba and lOb 11 Net income from unrelated business activities not included in line lOb, whether or not the business is regularly carried on 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 13 Total SuppOrt )Add lanes 9. ICc. 11, and 12.) 14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization, check this box and stop here ............................................................................................................................................................ Liii Section C. Comoutation of Public Sunnort Percentaae
Section B. Total Support Calendar year (or fiscal year beginning in)
Section D. Computation of Investment Income Percentage

17 Investment income percentage for 2009 (line lOc, column (t) divided by line 13, column (f) .17 % 18 Investment income percentage from 2008 Schedule A, Part Ill, line 17 .18 % 19a 33 1/3% support tests - 2009. If the organization did not check the box on line 14, and line 15 is more than 33 113% and line 17 is not more than 33 1/3%, check this box andstop here. The organization qualifies as a publicly supported organization Liii b 331/3% support tests 2008. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%. and line l8is not more than 331/3%, check this box andstop here, The organization qualifies as a publicly supported organization 20 Private foundation. If the oranization did not check a box on line 14, 1 9a, or 1 9b, check this box and see instructions ........................ Liii Schedule A (Form 990 or 990-EZ) 2009
932023 020810
SCHEDULE C
(Form 990 or 990-EZ)
Department of the Treasury ntema Revenue Servme
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
OMR No. 1545-0047
2009
___________________
Complete if the organization is described below Open to Public Ins ection Attach_to_Form_990_or_Form_990-EZ.__See_separate_instructions. ___________________ If the organization answered "Yes, to Form 990, Part IV, line 3, or Form 990-EZ, Part VI, line 46 (Political Campaign Activities), then Section 501 (c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C. Section 501(c) (other than section 501 (c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B. Section 527 organizations: Complete Part I-A only. If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then Section 501 (c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part Il-A. Do not complete Part li-B. Section 501 (c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part li-B. Do not complete Part Il-A. If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), then Section 501(c)(4), (5), or (6) organizations: Complete Part Ill. Name of organization I Employer identification number
BATTELLE MEMORIAL INSTITUTE 3l4379427
art I-A j Complete if the organization IS exempt under section 501(c) or is a section 527 organization 1 Provide a description of the organization's direct and indirect political campaign activities in Part IV.
2 Political expenditures 3 Volunteer hours $ 0. 0.
Part i-B I Complete if the organization is exempt under Section 501 (c)(3).
I Enter the amount of any excise tax incurred by the organization under section 4955 2 Enter the amount of any excise tax incurred by organization managers under section 4955 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? 4a Was a correction made?
I.. IC "\/-,,-. I.-. fl....4 flI
$ $
0. 0.
Li Yes LII] Yes
Li No [III] No
Part I-C j Complete if the organization is exempt under section 501(c), except section 501 (c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities $
_______________________
2 Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities $ _______________________ 3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, linel7b 4 Did the filing organization file Form 1 120-POL for this year? Li Yes LL No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which payments were made. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV. (a) Name (b) Address (c) EIN
(d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
LHA
Schedule C (Form 990 or 990-EZ) 2009
032041 02-04-10
Schedule C (Form 990 or 990.EZ) 2009
31-4379427
Page 2
Part li-A
A Check B Check
Complete if the organization is exempt under section 501 (c)(3) and filed Form 57 (election under section 501(h)).
L.J if the filing organization belongs to an affiliated group. LII if the filing organization checked box A and limited control provisions apply. Limits on Lobbying Expenditures (The term "expenditures means amounts paid or incurred.) (a) Filing organization's
totals
(b) Affiliated group totals
1 a Total lobbying expenditures to influence public opinion (grass roots lobbying) b Total lobbying expenditures to influence a legislative body (direct lobbying) o Total lobbying expenditures (add lines 1 a and 1 b) d Other exempt purpose expenditures e Total exempt purpose expenditures (add lines lc and id) f Lobbying nontaxable amount. Enter the amount from the following table in both columns. it the amount on line le, column (a) 01(b) is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line 1 e. Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000. Over $1,000,000 but not over $1,500,000 $1 75,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000. $1,000,000. Over $17,000,000 g Grassroots nontaxable amount (enter 25% of line if) ________________ _________________ h Subtract line 1 g from line 1 a. If zero or less, enter .0 i Subtract line if from line ic. If zero or less, enter .0. If there is an amount other than zero on either line 1 h or line ii, did the organization file Form 4720 reporting section 4911 tax for this LIII Yes LII No 4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (0)2008 (d) 2009 (e) Total
2a_Lobbying_nontaxable_amount b Lobbying ceiling amount

(150% of line_2a,_column(e))
________________
________________
________________
________________
________________
________________
_________________
c_Total_lobbying_expenditures d Grassroots nontaxable amount e Grassroots ceiling amount

(150% of line_2d,_column_(e))
________________
________________
________________
________________
_________________
_______________
_______________
_______________
_______________
________________
f Grassroots lobbying expenditures
________________
_________________
________________
________________
_________________
9S2842 O2O41O
314379427
I Part Il-B
Page 3
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
_______(a)_______ Yes No
(b)
Amount
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of: a Volunteers? b Paid staff or management (include compensation in expenses reported on lines 1 c through 1 i)? c Media advertisements? d Mailings to members, legislators, or the public? e Publications, or published or broadcast statements? f Grants to other organizations for lobbying purposes? g Direct contact with legislators, their staffs, government officials or a legislative body? h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? I Other activities? If Yes,' describe in Part IV TotalAddlineslcthroughli 2a Did the activities in line 1 cause the organization to be not described in section 501 (c)(3)? b If "Yes," enter the amount of any tax incurred under section 4912 c If "Yes," enter the amount of any tax incurred by organization managers under section 4912 - d If the fi!inq organization incurred a section 4912 tax, did it file Form 4720 for this year?
X X X X X X 970,207. X X
______
________
970,207. X
_________________
________ ________
run aii-
..ompieie ii me orgunization is exempt unuer section U1(C)('), section u1(C)t), or section
_________________
501 (c)(6).
I 2 3 Were substantially all (90% or more) dues received nondeductible by members? Did the organization make only in-house lobbying expenditures of $2,000 or less? Did the organization agree to carryover lobbying and golitical exoenditures from the orior year?
______________
Yes
No
jF'art ill-b] (omplete it the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part Ill-A, lines 1 and 2 are answered "No" OR if Part Ill-A, line 3 is answered "Yes."
Dues, assessments and similar amounts from members Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year b Carryover from last year c Total 3 Aggregate amount reported in section 6033(e)(1 )(A) notices of nondeductible section 162(e) dues 4 If notices were sent and the amount on line 2c exceeds the amount on line 3 what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 5 Taxable amount of lobbying and political expenditures (see instructions) I 2 1
_________________
. .
2c .3
__________________ _________________ ________________ _________________
._j_
5
__________________ _________________
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part I-A, line 1 Part I-B, line 4; Part I-C, line 5; and Part Il-B. line 1 1 Also, complete this part for any additional information.
THE GENERAL ISSUE AREA FOR LOBBYING Is INCREASED APPROPRIATIONS IN THE
FEDERAL BUDGET FOR SCIENTIFIC RESEARCH AND DEVELOPMENT PROGRAMS THROUGH
APPROPRIATIONS AND REPORT LANGUAGE.
THE SPECIFIC LOBBYING ISSUES INCLUDE THE HOUSE AND SENATE AUTHORIZATION
AND APPROPRIATIONS HILLS FOR ENERGY AND WATER DEVELOPMENT; DEFENSE;

932043 02-04 i0
3l4379427
Page 4
[Partly j Supplemental Information (continued)

INTERIOR, ENVIRONMENT, AND RELATED AGENCIES; LABOR, HEALTH AND HUMAN
SERVICES, EDUCATION, AND RELATED AGENCIES; TRANSPORTATION, HOUSING AND
URBAN DEVELOPMENT, AND RELATED AGENCIES; COMNERCE, JUSTICE, SCIENCE, AND
RELATED AGENCIES; INTELLIGENCE, AND HOMELAND SECURITY.
THE HOUSE(S) OF CONGRESS AND FEDERAL AGENCIES CONTACTED INCLUDE U.S.
HOUSE, U.S. SENATE, DEPARTMENT OF ENERGY, DEPARTMENT OF DEFENSE,
DEPARTMENT OF TRANSPORTATION, DEPARTMENT OF HOMELAND SECURITY,
ENVIRONMENTAL PROTECTION AGENCY, DEPARTMENT OF HEALTH AND HUMAN SERVICES
(NATIONAL INSTITUTES OF HEALTH), U.S. ARMY CORPS OF ENGINEERS, AND
NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION.
Scheduie C (Form 990 or 99OEZ) 2009

932044 O2O41O
Schedule D
(Form 990)
Department of the Treasury
Supplemental Financial Statements

Complete if the organization answered Yes," to Form ggo, Part IV, line 6, 7, 8, 9, 10, 11, or 12
Attach to Form 990. BATTELLE MEMORIAL INSTITUTE See separate instructions.
0MB No.
0'en to Pubi
Inspection
2009
nterna Revenue Servce Name of the organization
Employer identification number 3].4379427
Part I ]
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered Yes to Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts 1 Total number at end of year ________________________________ ___________________________________ 2 Aggregate contributions to (during year> ________________________________ ___________________________________ 3 Aggregate grants from (during year) ________________________________ ___________________________________ 4 Aggregate value at end of year ________________________________ ___________________________________ 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? LIII Yes LIII No 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private LIII Yes [1111 No Part II Conservation Easements Complete if the organization answered Yes to Form 990 Part IV line 7 1 Purpose(s) of conservation easements held by the organization (check all that apply). LII Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically important land area LIII Protection of natural habitat LIII Preservation of a certified historic structure LIII Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. ______________________________ I I Held atthe End of the TaxYear a Total number of conservation easements 2a b Total acreage restricted by conservation easements .2b c Number of conservation easements on a certified historic structure included in (a) .2c d Number of conservation easements included in (c) acquired after 8/17/06 .2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year ______________
Number of states where property subject to conservation easement is located ________________ Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? LIII Yes LIII No 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year ________________ 7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year i $ _______________ 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 1 70(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? LIlli Yes No 9 In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements. [Part lii Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete if the organization answered Yes to Form 990, Part IV, line 8. la If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenues included in Form 990, Part VIII, line 1 $ ______________________ (ii) Assets included in Form 990, Part X $ _______________________ 2 lf the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 relating to these items: a Revenues included in Form 990, Part VIII, line 1 ' $ _______________________ b Assets included in Form 990, Part X $ LRA
Ior
4 5
Privacy Act and Paperwork Peduct'op Acf No"ce see the instrJcfiors for
932051 020110
990
Sc"ede i)
(Corn 990) 2008
BATTELLE MEMORIAL INSTITUTE 314379427 Schedule D (Form 990) 2009 Page 2 LPaII III] Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organizations acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): Public exhibition a d LII] Loan or exchange programs b [LIII Scholarly research e LIII] Other______________________________________________________ c LIII Preservation for future generations 4 Provide a description of the organizations collections and explain how they further the organizations exempt purpose in Part XIV. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organizations collection? ,.,.,....,..,.,,.,,...,,.......,...,,.. LIII Yes LIII No Part IV j Escrow and Custodial Arrangements. Complete if organization answered Yes' to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21 la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? LII] Yes LI] No b If 'Yes,' explain the arrangement in Part XIV and complete the following table: - ________________________ Amount
o Beginning balance
________________________
d Additions during the year e Distributions during the year f Ending balance 2a Did the organization include an amount on Form 990, Part X, line 21?
I. 1$ "/...... ....,.-I,..;.. +1-. ... fl.... Vt!
Id le if
________________________ ________________________ ________________________
LII Yes
L_J
No
i ran v I tnoowmeni t-unas. Complete if the organization answered 'Yes" to Form 990, Part IV, line 10.
Ia b c d e (a) Current year (b) Prior year (c) Lu iac hs k (d) fhre ,ears bdk (e) Four .eii s hauk Beginning of year balance ._______________ _______________ _______________ _______________ ________________ Contributions ________________ _______________ _______________ _______________ _________________ Net investment earnings, gains, and losses _______________ _______________ Grants or scholarships .________________ _______________ _______________ _______________ _________________ Other expenditures for facilities
and programs
_______________ _______________ _______________ _______________
________________
f Administrative expenses .________________ _______________ _______________ _______________ _________________ ._______________ _______________ _______________ _______________ ________________ g End of year balance 2 Provide the estimated percentage of the year end balance held as: a Board designated or quasi-endowment __________________% b Permanent endowment __________________% c Term endowment _________________% 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization __________ by: Yes No (i) unrelated organizations .3a(i) (ii) related organizations .3a(ii) .3b b If Yes' to 3a(ii), are the related organizations listed as required on Schedule A? 4 Describe in Part XIV the intended uses of the organization's endowment funds.
I Part VI I Investments - Land Buildings and Equipment See Form 990 Part X line 10
Description of investment la Land
b Buildings o Leasehold improvements d Equipment
e Other
(a) Cost or other basis (investment) 13 063 378

394,256,684.
(b) Cost or other basis (other)

_________________ ___________________ __________________
(c) Accumulated depreciation

221,976,534.
___________________
(d) Book value

____________________
13 063 378 172,280,150.

____________________
. .237,577,578.
___________________ 103,766,017.
141,605,713.
__________________ __________________
Total. Add lines 1 a through 1 e. (Column (d) must equal Form 990, Part X column B,l, line i0c)
95,971,865. 103,766,017. 385, 081 , 410.
Schedule D (Form 990) 2009
932052 02-O110
ScheduleD (Form 990) 2009

-
314379427
Page 3
Part VIII Investments Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category (including name of security) Financial derivatives Closely-held equity interests Other____________________________________________
OTHER INVESTMENTS RABBI TRUSTS AFFILIATES/OTHER
b Bo k a u o Ie
____________________ _____________________ _____________________
(c) Method of valuation: Cost or end-of-year market value _____________________________________________________ ________________________________________________________ ________________________________________________________
END-OF-YEAR MARKET VALUE ENDOFYEAR MARKET VALUE
133,079,645.
6,230,091.
Total (Col (b must equal Form 990 Part X ccl (B) line 12 )
139 309 736

S e
Part VIII Investments Program Related.

-
Form 990, Part X, line 13. (b) Book value

(C) Method of valuation:
(a) Description of investment type
Cost or end-of-year market value
Total (Col (b) must equal Form
990 Part X col (B) line 13 ) ______________________ t-'art IA I utner ASSEtS. See Form 990, Part X, line 15. (a) Description
____________________________________________________________
(b) Book value
Total. (Column (b) must equal Form 990, Part X, col (B) line 15)
____________________ ___________________
Part X
1.
Other LiabilIties_See_Form_990_Part
(a) Description of liability
X_line 25
___________________________________
(b) Amount
____________________
Federal income taxes
LONG TERN OBLIGATION LONG TERN BENEFIT RELATED LIABILITIES OTHER LONG TERM LIABILITIES MINORITY INTEREST LIABILITY FOR POSTRETIREMENT & OTHER BENEFITS
112,, 5,880,::. 21,370,';. 7,935, 241,570,13.
276, 869,' Total. (Column (b) must equal Form 990, Part X col (B) line 25.) ___________________________________ 2. FIN 48 Footnote. In Part XIV, provide the text of the footnote to the organizations financial statemer'f' u-in!'n'cn : ah' tn' -oci1', tl uncertain tax positions under FIN 48.
932Oc
O2O1-1O
Schedule D(Form 990) 2009
31 4379427 BATTELLE MEMORIAL INSTITUTE Page4 Part Xl j Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements 5, 545, 337,700. 1 Totalrevenue(Form990, PartVlll,column(A),Iinel2) 1 5, 538, 030,006. 2 Total expenses (Form 990, Part IX, column (A), line 25) 2 7, 307 , 694. .3 3 Excess or (deficit) for the year. Subtract line 2 from line t . ______________________________ 4 Net unrealized gains (losses) on investments 5 Donated services and use of facilities . _____________________________ ._L 6 Investment expenses 3, 634,508. .7 7 Priorperiodadjustments 43, 666,671. .8 8 Other (Describe in Part XIV.) 47, 301,179. .9 9 Total adjustments (net). Add lines 4 through 8 39, 993 , 485. 10 Excess or (deficit) for the year per audited financial statements. Combine lines 3 and 9 10 Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 5,554,452,013. .1 1 Total revenue, gains, and other support per audited financial statements 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12: .2a a Net unrealized gains on investments b Donated services and use of facilities L2b .2c o Recoveries of prior year grants 15,905,497. .2d d Other(DescribeinPartXlV.) 15,905,497. .2e e Add lines2athrough2d .5,538,546,516. 3 Subtractline2efromlinel 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b 4a 6,791,184. .4b b Other(DescribeinPartXlV.) 6,791,184. .4c o Add lines 4a and 4b . . 5,545,337,700. 5 Total revenue. Add lines 3and 4c. (This must equal Form 990, Part!, llne 12.) 5
Part XlIIj Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 2 a b o d e
3
4 a
b
o
5
Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities Prior year adjustments Other losses Other(DescribeinPartXlV.) Addlines2athrough2d Subtractline2efromlinel Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b Other(Describe in Part XIV.) Add lines4a and4b Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part!, line 18.)
.1 .2a .2b
2c
5,556,949,497.
.2d
25,710,675.
.25,710,675.
3
5,531,238,822.
. 4a .4b
6,791,184.
.4c
5
-
6,791,184. 5,538,030 , 006.

______________
Part XIVJ Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3,5, and 9; Part Ill, lines la and 4; Part IV, lines lb and 2b; Part V, line 4; Part X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
PART XI, LINE 8
OTHER ADJUSTMENTS:
MARKET VALUE ADJUSTMENT ON MARKETABLE SECURITIES: 5389931.
CURRENCY TRANSLATION ADJUSTMENT:
6259281.
PENSION AND POST RETIREMENT BENEFITS: 42947321.
DIVIDENDS: 150000,
PART XII, ,..INE 2D

32054 02 1 0
OTHER ADJUSTMENTS:
Schedule D(Form 990) 2009
314379427
Page5
Part XIVj Supplemental Information (continued)

SUBSIDIARIES NOT INCLUDED IN FORM 990: 15905497.
PART XII, LINE 4B
OTHER ADJUSTMENTS:
RECLASSIFY INCOME & EXPENSE: 6791184.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:
SUBSIDIARIES NOT INCLUDED IN FORM 990: 25710675.
PART XIII, LINE lB
OTHER ADJUSTMENTS:
RECLASSIFY INCOME & EXPENSE: 6791184.
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 EMI'S
FINANCIAL STATEMENTS.
32O55 O2O1iO
Scheduie D (Form 990) 2009
Schedule F I
(Form 990)
Statement of Activities Outside the United States

Complete if the organization answered Yes" to Form 990, Part IV, line 14b, 15, or 16. See separate instructions. Aftach to Form 990.
MB No.
Department ottheTreaou nterna Revenue Servme
I
n on
Name of the organization

Open to Public Inspection Employer identification number

314379427
II
2009
Complete if the organization answered 'Yes'
to Form 990, Part IV, line 14b. For grantmakers. Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance?
LIII Yes
LIII No
2 3
For grantmakers. Describe in Part IV the organization's procedures for monitoring the use of grant funds outside the United States. Activities per Reqion. (Use Schedule F-i (Form 990) if additional space is needed.) (b) Number of (c) Number of (d) Activities conducted in region (a) Region offices employees or (by type) (i.e., fundraising, in the region agents in program services, grants to region recipients located in the region)
(e) If activity listed in (d) is a program service, describe specific type of service(s) in region
(f) Total expenditures for region
EAST ASIA AND THE PACIFIC 10 18 ROGR4 SERVICES CIENTIFIC RESEARCH 7,718,045.
CIENTIFIC RESEARCH/LAB EUROPE 5 28 ROGRAM SERVICES ANAGEMENT 15,859,147.
MIDDLE EAST AND NORTH AFRICA 4 4 ROGRAN SERVICES CIENTIFIC RESEARCH 6,893,780.
RUSSIA AND THE NEWLY INDEPENDENT STATES 1 11 ROGRAM SERVICES CIENTIFIC RESEARCH 3,508,181.
EAST ASIA AND THE PACIFIC 0 0 NVESTMENTS 8,990,980.
SOUTH ASIA
NVESTMENTS
1,000,000.
20 61 ______________________________ Totals LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
___________________________
43,970,133,
Schedule F (Form 990) 2009
932071 020110
SI -h Ii
31 4379427 BATTELLE MEMORIAL INSTITUTE 09 Complete if the organization answered Yes to Form 990, Part IV, line 15, for any Grants and Other Assistance to Organizations or Entities Outside the United States. rm
Page2
recipient who rec

1 (a) Nam of orqntVn
more than $5,000. Check this box if no one recipient received more than $5,000
(b) IRS Code fl (d) Purpose of grant
,,...........
...............................
Use Schedule F 1 (Form 990) if additional space is needed

(C) Region
(g) Amount of (e) Amount (f) Manner of non-cash of cash grant cash disbursement assistance
(h) Description of non-cash assistance
(0 Method of valuation (book, FMV, appraisal, other)
2
3
nt i tot number of r 'p ent ornizatk ns listed above that are recognized as charities by the foreign country, recognized as tax-exempt by
tht IRJ, rfor v.hich tl .pn1ue ,ounol has provided a section 501 (c)(3) equivalency letter Enter total number of ottk-r organizations or entities ........... .. ______________________________________
Part III
3l-4379427 BATTELLE MEMORIAL INSTITUTE 990) 2009 Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered Yes to Form 990, Part IV, line 16.
Page 3
SCHEDULE I (Form 990) T

1 uganization BATTELLE MEMORIAL INSTITUTE
DM11 No, 1545-0047
Grants and Other Assistance to Organizations, Governments, and Individuals in the United States Complete if the organization answered "Yes' on Form 990, Part IV, line 21 or 22. Attach to Form 990. Open to Public Inspection
Employer identification number 31-4379427
1
2
Du
D
on Grants and Assistance tn o'iianization maint.iin records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection
to '-,ard the. irint:, ci assistance? fart IV the Dtki's procedures for monitoring the use of grant funds in the United States. Yes No
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered Yes to Form 990, Part IV, line 21, for any N' it tl'it received more than $5,000. Check this box if no one recipient received more than $5,000. Use Part IV and Schedule I-i (Form 990) if additional space is needed ... Of 1 (a) Nn nd address of organization (b) EIN (c) IRC section (d) Amount of (h) Purpose of grant (e) Amount of (g) Description of government if applicable cash grant non-cash non-cash assistance or assistance At praI : assistance other) AABE PO FlY 111314 COL11L., t 43215 84-0782569 01c3 15,000. 0. 'UNDRAISER/SPONSORSHIP
AID T ' I P.O.
12') FAMILIES JEATHERIZATION AND GREEN 58-1727751 01c3 5,000. 0. ITS PROGRAM
OAK RIDGIT, TN 37831
AK. . PUBLIC SCHOOLS 70 N. BPOADWAY ST. Alt ., OH 44308 34-6000033 01C3 250,000. 0. UPPORT STEM EDUCATION
ALPHBET ATTRACTIONS (COLS, LTU2-A('Y COUNCIL) 195 NORTH 237433168 01C3 12,000. 0. 'UNDRAISER
1AD AVE. - COLUMBUS, OH 43215
ALZHEIMEF - ASSOCIATION 1319 F WASHI., 1W SUITE 500 20004 13-3039601 .01C3
8,250.
0.
'UNDRAISER/SPONSORSHIP
AMERICAN CANCER SOCIETY P.O. BOX 916 CLINTON, TN 37716 64-0329009 01C3 5,000. 0. AST ANDERSON COUNTY ELAY FOR LIFE
2 Enter total number of section 501 (c)(3) and government organizations 3 Enter total number of other organizations LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
1132101 02-02-10
92. 8.
Schedule I (Form 990)2009
BATTELLE MEMORIAL INSTITUTE ScHu(lrm990)2009 UI Grants and Other Assistance to Individuals in the United States. Complete if the organization answered Yes to Form 990, Part IV, line 22.
314379427
Page2
tt;o Part IV and Schedule I-i (Form 990) if additional space is needed. (a) Type of grant or assistance (b) Number of recipients (c) Amount of cash grant (d) Amount of noncash assistance (e) Method of valuation (book, FMV, appraisal, other) (f) Description of non-cash assistance
IV
t
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
I, 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. FOR LARGER GRANTS, BMI ASKS THE ORGANIZATIONS TO SIGN A DONOR
OBJECTTVE LETTER THAT STATES THE SCOPE AND PURPOSE OF THE DISTRIBUTION. THE BMI (
DIRECTORS HAS FINAL APPROVAL FOR ANY DISTRIBUTIONS OVER
$5OO,CC.
BMI
7\TCT) PURSUANT TO THE WILL OF GORDON BATTELLE AS AN OHIO
93
Schedule I (Form 990) 2009
SCHEDULE I 1 (Form 990)

Naiii' H He orinization 'EMORIAL INSTITUTE
Continuation Sheet for Schedule I (Form 990) Attach to Form 990 to list additional information for Schedule I (Form 990), Part II or Part Ill.
0MB No 1545OD47

Employer identification number 314379427
Lrt jContinuation of Grants arid Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) (a) Name and I I organization or
(b) EIN
(C) IRC section
ient
if applicable
(d) Amount of cash grant
(e) Amount of non-cash assistance
(f) Method of valuation (book, FMV, appraisal, other)
(g) Description of non-cash assistance
(h) Purpose of grant or assistance
ANERI 99HA
RH AO0REET oH 4az06 53-0196606 01C3 9,650. 0. 'UNDRAISER/SPONSORSHIP
A: [.:I FLSTIVAL 13L AUTUMN HILL DRIVE COLUMBUS, OH 43235 01-0813672 01C3 5,000. 0. 'UNDRAISER
BOISE STATE UNIVERSITY 191 UNIVERSITY DR 82-0290701 01C3 110,600. 0. DUCATION
BCLH ID 83725
CAM
IN AMERICA
292 MADISO AVENUE, 8TH FLOOR NEW YORK, NY 10017 52-6071299 01C3
10,000.
0.
OLD WAR & ITS LEGACY
CAMPAIGN FOR TOBACCO FREE KIDS 1400 JE STREET, SUITE 1100 WAr;:H, DC 20005 52-1969967 01C3 8,100. 0. 'UNDRAISER/SPONSORSHIP
CAPITOL COMMISSION 502 N. 4TH STREET BOISE, ID 83720 82-6000952 01C3 5,000. 0. 4ENERAL OPERATING SUPPOR
CE
10
HRYF UNIVERSITY
.1 AVE.
CLEVE
D, OH 44106
34-1018992
01C3
80,000.
0.
UPPORT STEM EDUCATION
CL?LLAN COUNTY FIRE DISTRICT 323 ORTH FIFTH AVENUE 911244511 01C3 0. 8,200. 'MV OMPUTER QUIPMENT 4ENERAL OPERATING SUPPOR
SEHH, WA 98382
LHA
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule 1-1 (Form 990)2009
932241 O2O11O
SCHEDULE I-i (Form 990) -NaI!l, tte- trianiation HL iE EMORIAL INSTITUTE
Continuation Sheet for Schedule I (Form 990) Attach to Form 990 to list additional information for Schedule I (Form 990), Part II or Part Ill. -
0MB Ne 1545QO47

Part
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.) (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance (f Method of valuation (book, FMV, appraisal, other)
-(h) Purpose of grant or assistance
COLLEGE OF SOUTHERN IDAHO 315 FALLS AVENUE P0 BOX 1238 82-0261628 01C3 26,000. 0. DUCATION
TWIN FALLS, ID 83303-1238
COLLEGE OF WESTERN IDAHO FOUNDATION - 6056 BIRCH LANE NAMPA, ID 83687 27-1159705 UBLIC UNIVERSIT 5,000. 0. DUCATION
COLUMBUS COALITION AGAINST FAMILY VIOLENCE 655 LIVINGSTON AVENUE 51-2143915 01C3 24,220. 0. UNDRAISER
COLUMBUS, OH 43205
COLUMBUS COUNCIL ON WORLD AFFAIRS 51 JEFFERSON AVE. COLUMBUS, OH 53215 51-0180760 01C3 47,500. 0. 'UNDRAISER/SPONSORSHIP
COLUMBUS FOUNDATION 1234 EAST BROAD ST. COLUMBUS, OH 43205 31-6044264 01C3 3,000,000. 0. APITAL
COLUMBUS U 1C
LITAN CLUB
.'AST BR D ST. 31-0889324 01C3 14,000. 0. UNDRAISER/SP0NSORSHIP
CTT, OH 43215
COLLJEBUS METROPOLITAN LIBRARY 96 5, GRANT AVENUE COLUMBUS, OH 43215 31-1692755 01C3 24,600. 0. UNDRAISER/SP0NS0RSHIP
COLTTMMtJB PARTNERSHIP 41 0 HIGH STREET, SUITE 1200 OH 43215 27-1509190 01C3 150,000. 0. ENERAL OPERATING SUPPOR
COLUMI.,
LHA
Schedule I-i (Form 990)2009
932241 O2O11U
SCHEDULE I-i (Form 990)

Nano oganization BATTELLE MEMORIAL INSTITUTE
0MB N. 1545-0047

Part
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990) Part II) of (a) Name and aict organization or go n mont (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance (f Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance
COLUMBUS SYMPHONY ORCHESTRA 55 EAST STATE STREET COLTzMPrT, OH 43215 31-6402408 01c3 752,708. 0. 4ENERAL OPERATING SUPPORT
CCLO1L. URBAN LEAGUE 788 NoIT VERNON AVENUE COLUMBUS, OH 43203-1408 COMMUNITY SHELTER BOARD 111 LIBERTY STREET COLUMBUS, OH 43215 311131284 01C3 31-4379453 01C3 5,398. 0 QUAL OPPORTUNITY DAY ,UNCHEON
9,800.
0.
DIRECTIONS FOR YOUTH AND FAMILIES 15T NDIANOLA AVENUE

FTMf.o
__
u5 43201
31-4407642
01C3
9,720.
0.
DI5'oT
SPORTS USA
451 HUNGERFORD DR. ROCKVILLE, MD 20850 94-6174016 01C3
23,150.
0.
UNDRAISER/SPONSORSHIP
DISCOVERY CENTER OF IDAHO, INC. 131 MYRTLE STREET BOISE, ID 83702 943047492 01c3 15,000. 0. ENERAL OPERATING SUPPOR
EAST TN COMMUNITY DESIGN CENTER 1300 NORTH BROADWAY KNOXVILLE, TN 37917 62-0817716 01C3 5,000. 0. '010 STUDENT INTERN >ROGRAM
EASTERN IDAHO DEVELOPMENT CORP 1651 ALVIN RICKEN DRIVE POCATELLO, ID 83201 82-0412962 01C3
25,000.
0.
;ENERAL OPERATING SUPPOR
LHA
932241 02-01-10

NiEIm fti- tgcioation BATri E 'tENORIAL INSTITUTE
0MB No 1545-0047

L[Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.) (a) Name and I organization or go (b) EIN 'nent (c) IRC section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance (f Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance
EASTERN IDAHO TECHNICAL C!H FOUNDATION - 1600 25TH STRE8:: IDAHO FALLS, ID 83404 ENVISION STEM 10900 EUCLID AVE. CLEVELAND, MD 44016 20-8622102 82-0292220 01C3 13,000. 0. 4ENERAL OPERATING SUPPORT
01C3
21,500.
0.
FCLC FANILY COMMUNITY LIFE CENTER 1018 NORTHVILLE TURNPIKE RIVERHEAD, NY 11901 11-6021237 01C3 5,000. 0. ROMOTES COMMUNITY BASED ROGRAMS
FERN (FOUNDATION FOR ECOLOGICAL RESEARCH IN THE NORTHEAST) - DO BOX 862 - UPTON, NY 11973 20-1338931 0103 10,000. 0. COLOGICAL/CONSERVATION
FOUNDATION FOR APPALACHIAN OHIO DO BOX 456 36 PUBLIC SQUARE NELSONVILLE, OH 45764 31-1620483 01C3 150,000. 0. UPPORT STEM EDUCATION
FRANKLIN COUNTY HISTORICAL SOCIETY (COSI) -- 333 WEST BROAD ST. COLUMBUS, OH 42215 31-4383802 01C3 106,250. 0. 4ENERAL OPERATING SUPPOR
FRIENDS OF CANCER RESEARCH 2231 CRYSTAL DRIVE, SUITE 200 ARLINGTON, VA 22202 GROW IDAHO FALLS 151 NORTH RIDGE AVE SUITE 130 IDAHO FALLS, ID 83402 82-0456909 01C3 15,000. 0. 4ENERAL OPERATING SUPPOR 52-1983273 01C3 9,556. 0. 'UNDRAISER/SPONSORSHIP
LHA
Schedule I1 (Form 990)2009
932241 02-01-10
SCHEDULE I-I (Form 9O)

Ut...
0MB N 1545-0047

Nart
rg. iiation
L Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II) (a) Name and address of organization or govemment
________________________________ HABITAT F(r UJMr71ITY
1501 WJJT A'ENUE KNOXVLLL5 7i7 911914868 01C3 5,000. 0. tO1O SECRET CITY HOME RUN 5K
(b) EIN
(c) IRC section if applicable
IDAHO COMMUNITY FOUNDATION, INC. 205 N, 10TH SUITE 625 BCT'', ID 83702-5731 82-0425063 01C3 11,000. 0. 4ENERAL OPERATING SUPPOR
IE 49
FALLS ARTS COUNCIL A STREET 82-0434714 01C3 27,650. 0. 4ENERAL OPERATING SUPPOR
IDAHO FALLS, ID 83402
IDAHO FALLS SYMPHONY 450 A STREET IDAHO FALLS, ID 83404 826007411 01C3 10,000. 0. 4ENERAL OPERATING SUPPOR
IDAHO GOVERNOR'S CUP P0 BOX 983 BOISE, ID 83701 20--8277116 4OVT ENTITY 10,000. 0. 4ENERAL OPERATING SUPPOR
IDAHO PUBLIC TELEVISION 1455 N ORCHARD BOISE, ID 83706 82-6000952 4OVT ENTITY 6,500. 0. 4ENERAL OPERATING SUPPOR
IDAHO RURAL PARTNERSHIP 821 WEST STATE STREET BOISE, ID 83702 82-0425063 01C3 29,000. 0. 4ENERAL OPERATING SUPPOR
IDAHO STATE UNIVERSITY 921 S 8TH POCATELLO, ID 83201 82-6000924 01C3 27,000. 0.
.
DUCATION
LHA
Schedule I-I (Form 990) 2009
932241 02-01-10

y
0MB No 1545OO47

Name
organization
[t Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.) (a) Name and address of organization or govemment ___________________________________
JUNIOR ACHIEVEMENT P.O. BOX 51266 KNOXVILLE, TN 379501266 62-0810145 01C3 15,000. 0. TUNIOR ACHIEVEMENT APSTONE FACILITY
(b) EIN

__________________
______________
JUVENILE DIABETES RESEARCH 26 BROADWAY-14TH FLOOR NEW YRK, NY 10004 KR 1 WES 231907729 ;olC3 5,000. 0. '010 WALK TO CURE
JORKS FOUNDATION FOURTH STREET 31-1321973 01C3 250,000. 0. iUPPORT STEM EDUCATION
CINCINNATI, OH 45202
KNOXVILLE SYMPHONY ORCHESTRA P.O. BOX 360 KEILLE, TN 37901 62-6008097 01C3 10,000. 0. '010 CHAMBER CLASSICS ONCERT
CE FOR THE CURE 8t RANDVIEW AVE 31 1225276 01C3 7,500. 0. 'UNDRAISER/SPONSORSHIP COLUMBUS, OH 42215
LEONARDO ON WHEELS 210 EAST 400 SOUTH, SUITE 14 SALT LAKE CITY, UT 84111 LE -- ('LARK STATE COLLEGE 48-1268355 01C3 15,000. 0. 'UNDRAISER/SPONSORSHIP
Fc; A' ON - 500 8TH AVE. LEW;TON, ID 83501 MADTOON 31 82 0396878 UBLIC UNIVERSIT 5,000. 0. DUCATION
'IC PARTNERS INC I 83440 82-0435097 01C3 5,000. 0. 4ENERAL OPERATING SUPPOR
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Schedule I-I (Form 990)2009
932241 Q2-211O
SCHEDULE !-1 (Form 990)

Tor/.ation BATTELLE MEMORIAL INSTITUTE
0MB No 1545-0047

Part I
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II,) (a) N and sc tion or g (b) EIN mment (c) IRC section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance
MARCH OF DIMES 2700 5. QUINCY ST. , STE. 220 ARLINGTON, VA 22206 13-1846366 01C3 8,850. 0. 'UNDRAISER/SPONSORSHIP
- 1E CORPS SCHOLARSHIP F T [ON 121 SOUTH SAINT ASAPH 22-1905062 01C3
ALEXANDRIA, VA 22314
9,396.
0.
CHOLARSHIPS
MAYO:RS SCHOLARSHIP FUND/CITY OF IDAHO FALLS PD BOX 50220 IDAHO 82-6000208 IUNICIPALITY 10,000. 0. 4ENERAL OPERATING SUPPOR FALLS, ID 83405
MT CARMEL 793 wo: STATE STREET COL'HT , II 4 : 31-1113966 01C3 30,000. 0. 4ENERAL OPERATING SUPPOR
MUSEUM F APPALITiIA 2819 ANDERSONVILLE HIGHWAY CLINTON, TN 37716 MUH 1M (F IDAHO 20 H EASTERN AVE 820363177 01C3 12,500. 0. 4ENERAL OPERATING SUPPOR IDAHO FALLS, ID 83402 04-3595011 01C3 10,000. 0. "EVERYBODY TOURS" ANPAIGN
NATIONWIDE CHILDREN'S HOSP FOUNDATION - 700 CHILDREN'S DRIVE -COLUMBUS, OH 43205 NC STATE UNOINF9PING FOUNDATION BOX 7901, C RALEIGH, NC 'i95 56-6046987 01C3 24,100. 0. 'UNDRAISER/SPONSORSHIP 31-1036370 01C3 11,450. 0. 'UNDRAISER/SPONSORSHIP
LHA
932241 02-01-10
SCHEDULE I1 (Form 990)

Nar nation BATTELLE MEMORIAL INSTITUTE
Continuation Sheet for Schedule I (Form 990) ' Attach to Form 990 to list additional information for Schedule I (Form 990), Part II or Part Ill.
0MB No 1545OO47
Open to Public inspection

[t I
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.)
(a) Name and address of organization or government

_________________________________
NORTH IDAHO COLLEGE FOUNDATION 1000 WEST GARDEN AVE. COEUR '' ALENE, ID 83814 NO L 623 Fl NAZARENE UNIVERSITY LV STREET
(b) EIN
(c) IRC section
(d) Amount of
(e) Amount of
if applicable
cash grant
non-cash assistance
(f Method of valuation (book, FMV, appraisal, other)
82-0337334
01C3
5,000.
0.
DUCATION
NANPA, 1D 83686
820200907
01c3
16,420.
0.
DUCATION
OAK R
E CIVIC MUSIC
62-0649604 01C3
205 'Ai-L ROAD OAK RiE, TN 37830-6216 OAK RIDGE PUBLIC SCHOOLS 304 NEW YORK AVENUE OAK IDGE, TN 37830 OPA '-)LUMBUS 177 }AST NAUGHTEN STREET COLUMBUS, on 1215 OSU ALU3R. 2200 OLENTAtCY RIVER RD. COLUMBUS, OH 43210 OSU MEDICAL CENTER 1480 WEST LANE AVE. COLUMBUS, OH 43221 PARTNERSHIP FOR SCIENCE AND TECHNOLOGY - 151 N RIDGE AVE IDAHO FALLS, ID 83402 LHA 20-4914160 01C3 26,350. 0. UCATION Schedule I-I (Form 990)2009 31-1145986 01C3 10,000. 0. UNDRAISER/SPONSORSHIP 31-6401596 01C3 7,000. 0. CJNDRAISER/SPONSORSHIP 626014956 >UBLIC SCHOOL 50,000. 0. IEASURING AND ASSESSING HAT MATTERS CANPAIGN
io,ooo.
o.
009-2010 ORCMA SEASON
31-4020676
01C3
6,000.
0.
IJNDRAISER/SPONSORSHIP
932241 02-01--b
SCHEDULE I-i (Form 990) Name 0t Part orUrni.ation

0MB No 1545-0047

Employer identification number 31- 4 3794 27
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part IL) (a) Name and address of organization or govemment (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance
(fi Method of
valuation (book, FMV, appraisal, other)
PREVENT CANCER 1600 DUKE STREET, SUITE 500 ALEXADRIA,_VA 22314 52-1429544 01C3 9,000. 0. tJNDRAISER/SPONSORSHIP
PROJECT HOPE 255 CARTER HALL LANE MILLWOOD, VA 22646 53-0242962 01C3 6,500. 0. IJNDRAISER/SPONSORSHIP
RESEARCH AMERICA 1101 KING ST., SUITE 520 ALEXANDRIA, VA 22314 ROANE COUNTY SCHOOLS 105 BLUFF ROAD KI TON, TN 37763-9781 62-6000807 UBLIC SCHOOL 5,680. 0. ELL COMPUTER SERVER FOR NLINE PHYSICS COURSE 52-1609875 0103 18,500. 0. UNDRAISER/SPONSORSHIP
SH P0
-BANNOCK HIGH SCHOOL
K 790 82-0197554 UBLIC SCHOOL 11,813. 0. DUCATION
FORT HALL, ID 83203
SKYLINE ENERGY PROJECT 1767 BLUESKY DR IDAHO FALLS, ID 83402 82-6001158 UBLIC SCHOOL 29,000. 0. ENERAL OPERATING SUPPOR
SMITHSONIAN 10TH AND CONSTITUTION AVENUE, NW, WASHINGTON, DC 20560 53-0206027 01C3 20,000. 0. :EMBERSHIP DUES
SOCFPN APPALACHIAN SCIENCE AND FINEERING - 2605 E.J, CHAPMAN DRii-- KNOXVILLE, TN 37996 4531 20-3667941 01C3 5,000. 0.
OUTHERN APPALACHIAN CIENCE & ENGINEERING AIR
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NBmL of 'ho organLation BATTELLE MEMORIAL INSTITUTE
0MB No 1545OO47

Part
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) (a) Name and k' organization or gc (b) EIN nt (c)IRC section if applicable (d)Amount of cash grant (e)Amount of non-cash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance
ST STEPHEN'S COMMUNITY HOUSE 1500 EAST 17TH AVENUE COLUMBUS, OH 43219 314379568 01C3 277,125. 0. UPPORT STEM EDUCATION
TECHCOLUMBUS 1275 KINNEAR ROAD COLUMBUS, OH 43121 31-1658220 01C3 23,500. 0. 'UNDRAISER/SPONSORSHIP
THE AMERICAN DIABETES'
ION
- 'TOUR DE CURE - 471 EA5 r ROAD STREET COLUMBUS, OH 43215 13-1623888 01C3 5,000. 0. 'UNDRAISER
THE ART MUSEUM OF EASTERN IDAHO 300 SOUTH CAPITAL AVE. IDAHO FALLS, ID 83402 48-1273754 01C3 5,500. 0. ENERAL OPERATING SUPPOR
THE 33ROOKINGS INST 1775 MASSACHUSETTS AVE. NW WASHINGT , DC 20036 S30196577 01C3 50,000. 0. :EMBERSHIP DUES
THE Ci
'.
INN
7 WEST
E 52-1638207 01C3
BETHESDA, MD 20814
8,750.
0.
ENERAL OPERATING SUPPOR
THE COLUMBUS MUSEUM OF ART 480 EAST BROAD STREET COLUSIBUS, OH 43215 31-4379447 01C3 14,520. 0. UPPORT STEM EDUCATION
THE EDUCATI(L "OUNCIL 1929 KENSuAi COLUMBUS, OH 43210 31-1364422 01C3 1,503,761. 0. UPPORT STEM EDUCATION
LHA
Schedule I-i (Form 990) 2009
932241 O2U1oO

Nm t the kkinzation BATTELLE MEMORIAL INSTITUTE
0MB No 1545-0047

Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990) Part II) (a) Nwn
1.: tI1
nd address of or government
(b) EIN
_________________________________
THO L: TTONAL COUNCIL 1929 1NY ROAD #300
_____________
IETRO SCHOOL SUPPORT
COLtTh'ri, OH 43210
31-1364422
01C3
5,050.
0.
(STEM EDUCATION)
THE
UNDATION
1929 F NY ROAD COLtTMBU5, OH 43210 31-1694479 01C3
246,400.
0.
THURGOOD MARSHALL COLLEGE FUND 80 MAIDEN LANE, SUITE 2204 NEW YORK, NY 10038 TN TECHNOLOGY UNIVERSITY FOUNDA ON - TTU, BOX 5037 59-1777911 01C3 5,000. 0. 009 FIRST LEGO LEAGUE OURNANENT 41-1750692 01C3 5,000. 0. PONSORSHIP
C()EEiLE TN 38505
UNITE OJ
WAY OF ANDERSON COUNTY PONSORSHIP FOR GOLF 62-6041371 01C3 5,000. 0. OURNAMENT KICK , TN 37831-4158
DO DCX 4158
UNITED WAY CAMPAIGN ORNL P.O.BOX 2008 OAK RIDGE, TN 37831 UNITED WAY OF IF AND F3N7EV ILLE CNTY - 151 N RIDGE AV}DTFiD 180 IDAHO FALLS, ID 83402 82-0233388 01C3 40,950. 0. ORPORATE SPONSORSHIP 62-1818021 01C3 97,500. 0. 010 OW CAMPAIGN
UNITED WkY 819 GRAND
CT
DEER PARK, NY 11729
11-6042392
01C3
10,000.
0.
UNDRAISER
LHA
93224
0201-10
SCHITOULE -1 (Form 990)

Nan of tt* 'zation BATTELLE MEMORIAL INSTITUTE
0MB No, 1545-0047

Part j Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part IL)
(a) Name and .idJ,o r organization or gorrnnnnt
(b) EIN
(e)Amount of non-cash assistance
(f Method of valuation (book, FMV, appraisal, other)
UNITED WAY OF POCATELLO P.O. BOX 911 POCATELLO, ID 83204 82-0209624 01C3
14,200.
0.
PONSORSHIP
UNIVERSITY OF CINCINNATI P.O. 210063 310896555 01c3 371,231. 0. UPPORT STEM EDUCATION
CTT' '.'I OH 45221-0063
UN
LIV OF TENNESSEE
800 ANIL HOLT TOWER KNOXVILLE, TN 37996 62-6001636 70C1 133,450. 0. .BORETUM AUDITORIUM
UP ON THE ROOF 660 ACKERMAN ROAD, P.O. BOX 183112 COLUMBUS, OH 43218 31-1301428 01C3 9,000. 0. UNDRAISER
WASH INGTON ELEMENTARY 2918 WASHINGTON AVE. CALOWELL, ID 83705 82-6000728 UBLIC SCHOOL 9,966. 0. DUCATION
WRIGHT STATE UNIVERSITY 3640 COLONEL GLENN HWY DAYTON, OH 45401 23-7019799 01C3 570,000. 0. UPPORT STEM EDUCATION
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02-01-10
Schedule I (Form 990) 2009
31-4379427
Page 2
Part IV j Supplemental Information

NOT-FOR-PROFIT CORPORATION, SPECIFICALLY AS AN OHIO INCORPORATED
CHARITABLE TRUST.
AS AN INCORPORATED CHARITABLE TRUST, DM1 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 FINANCIAL STATEMENT NET INCOME, BUT NOT LESS
THAN ONE MILLION DOLLARS.
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 BMIS CHARITABLE
DISTRIBUTIONS ARE EXPECTED TO BE 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.
Schedu!e I (Form 990) 2009

932291 o424-Og
SCHEDULE J (Form 990)

Department of the Treasury sterna! Revenue Servce Name of the organization
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered Yes to Form 990,
Part IV, line 23. See separate instructions, Attach to Form 990.
0MB No. 1545-0047
Open to Public inspection Employer identification number

31-4379427
'La Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line 1 a. Complete Part III to provide any relevant information regarding these items. Lii Housing allowance or residence for personal use Lii First-class or charter travel LII Payments for business use of personal residence Liii Travel for companions Lii Health or social club dues or initiation fees Liii Tax indemnification and gross-up payments LIII Personal services (e.g., maid, chauffeur, chef) LII Discretionary spending account b If any of the boxes on line 1 a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If No, complete Part Ill to explain 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line la? 3 Indicate which, if any, of the following the organization uses to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Lii Written employment contract Liii Compensation committee Liii Compensation survey or study Liii Independent compensation consultant Liii Approval by the board or compensation committee LII Form 990 of other organizations 4 During the year, did any person listed in Form 990, Part VII, Section A, line la, with respect to the filing organization or a related organization: a Receive a severance payment or change-of-control payment? b Participate in, or receive payment from, a supplemental nonqualified retirement plan? c Participate in, or receive payment from, an equity-based compensation arrangement? If 'Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
lb
4a
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9. For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the revenues of: a The organization? b Any related organization? If 'Yes to line 5a or Sb, describe in Part III. 6 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the net earnings of: a The organization? b Any related organization? If Yes' to line Ga or 6b, describe in Part III. 7 For persons listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not described in lines 5 and 6? If Yes, describe in Part III 8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If Yes," describe in Part III 9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in 5
__________
5a 5b
X X
6a 6b
X X
7 8
x X
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
9 Schedule J (Form 990) 2009
932111 0 2-02-10
31-4379427 EIATTELLE MEMORIAL INSTITUTE Page2 Jm990)2009 Jofficers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space is needed. Fo h individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii), Do rt list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) must equal the applicable column (0) or column (E) amounts on Form 990, Part VII, line 1a. (B) Breakdown of W-2 and/or 1099-MISC compensation 'A' Name (i) Base compensation 747,936.
0. (i) I, MARTIN INGLIS (i) RONALD 0, TOWNSEND 517,053, 0, 390,568. 0. 342,832.
(ii) Bonus & incentive compensation 850,000.

0. 400,000. 0.
(iii) Other reportable compensation 20,869.

0.
(C) Retirement and other deferred compensation 160,846.

0. 197,834. 0.
(D) Nontaxable benefits
(E) Total of columns (B)(i)-(D)
(F) Compensation reported in prior Form 990 or Form 990-EZ 0.

0.
(i)
2,864.
0. 4,670. 0. 10,699. 0. 15,020.
1,782,515.
0. 1,127,453, 0. 765,010. 0.
JEFFREY WADSWORTH
7,896.
0.
0.
0. 0. 0.
249,500.
0. 205,524.
16,022.
0,
98,221.
0. 129,754.
)
(i) (ii) (i)
844.
0. 423,658.
0,
RUSSELL 0, AUSTIN
RICHARD C. ADAMS
-
)
(i)
JOHN J, GROSSENBACHER
-
)
(i)
(ii)
ANTHONY T, HEBRON
-
(I) (I)
0. 202,143. 0. 351,016. 0. 283,085. 0, 347,989. 0. 303,893.

0,
0. 126,909. 0. 176,540. 0. 120,540. 0. 153,893. 0. 175,760. 0. 225,000. 0. 165,360. 0. 145,688.

0.
0. 517,821.
0.
0. 94,954.
0.
8,508. 0. 686. 0. 6,051.

0,
147,602. 0. 47,203. 0. 274,966.

0,
10,258. 0. 15,607. 0. 15,265.

0,
693,974. 0. 1,365,485. 0. 693,924. 0. 467,121. 0. 798,164.

0,
0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0.
0. 0. 0.
STEP:HEN E. KELLY
MICHAEL KLUSE
-
)
(i) (I) (i) (i)
298,057.
0,
BARBARA L,
-
THOMAS E, M2 [T
-
326,616. 0. 367,396.
0,
144,876. 0. 6,246. 0. 0. 0. 36,657.

0.
577,630. 0. 67,144. 0. 206,407. 0. 587,144.

0,
14,038. 0. 6,300. 0. 23,235. 0. 11,531.

0.
1,216,197, 0. 602,747. 0. 721,618. 0. 1,148,416.

0.
DONALD P. MCCONNELL
THOMAS D. SNOWBERGER
(I)
RICHARD D, ROSEN
317,933. 0. 299,113.
0.
350,000.
0.
17,872.
0.
31,743. 0. 335,815.
0.
85,700.
0,
3,399.
0.
13,782. 0, 14,862.
0,
731,330.
0,
738,889.
0,
0.
0,
()
(i) (i)
228,912.
0,
46,416.
0.
2,384.
0,
195,750.
0.
15,408.
0,
488,870.
0,
0.
0,
DANIEL W. O'BRYAN STEPHEN H, VALENTINE
238,993.
0,
48,701,
0.
2,933.
0,
206,506.
0.
12,361.
0,
509,494.
0,
0.
0.
Schedule J (Form 990) 2009

932112 02-02-10
BATTELLE MEMORIAL INSTITUTE Swf J (rm 990) 2009 Supplemental Information Cc
314379427
Page 3
e1e this part to provide the information, explanation, or descriptions required for Part I, lines la, ib, 4c, 5a, 5b, 6a, 6b, 7, and 8. ,Jso complete this part for any additional information.
PART I, LINE 1A: DIRECTORS OFFICERS
AND STAFF TRAVEL ON THE CORPORATE
PLANES. TRAVEL EXPENSES COMPLY WITH A WRITTEN REIMBURSEMENT POLICY THAT
FOLIMWS PUBLISHED IRS GUIDANCE, ALL EXECUTIVES, INCLUDING THOSE INDIVIDUALS [C
ON PART VII, ARE REQUIRED TO SUBSTANTIATE TRAVEL AND ENTERTAINMENT
EXiCSES IN ACCORDANCE WITH THE POLICY.
CMI PROVIDES A TAX GROSS-UP FOR FOREIGN TAXES, FOREIGN ALLOWANCES AND RELOCATIONS COSTS,
SOCIAL CLUB DUES PERTAIN TO DUES THAT ALLOW BUSINESS MEETINGS AND BUSINESS ACTIVITIES TO TAKE PLACE,
DURING BMI'S FISCAL YEAR 2006, DR. RICHARD ADANS AND DR. JOAN ADANS,
HUSBAND AND WIFE, BEGAN A MULTI-YEAR INTERNATIONAL ASSIGNMENT TO FACILITATE
THE START-UP OF CMI AFFILIATES IN ASIA. PRIOR TO THE ASSIGNMENT, BOTH WERE
CMI EMPLOYEES AND DR. RICHARD ADANS WAS AN OFFICER OF CMI. TO CARRY OUT THE
ASSIGNMENT, EACH BECAME AN EMPLOYEE OF BATTELLE SERVICES
COMPANY, INC.
("BSCI">, A WHOLLY-OWNED TAXABLE SUBSIDIARY OF BMI, BUT DR. RICHARD ADAMS ^^^^^^^^ AN OFFICER OF CMI. AS A RESULT OF THE ASSIGNMENT, WHICH CONTINUED

9321
ScLf
BATTELLE MEMORIAL INSTITUTE C0) 2009 I SuppementaI Information
31-4379427
Page 3
Compte this part to provide the information, explanation, or descriptions required for Part I, lines la, ib, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
THROUGHOUT FISCAL YEAR 2010, THEY RESIDED IN BOTH MALAYSIA AND KOREA DURING
CALENDAR YEAR 2009 AND RECEIVED HOUSING, TRAVEL, RELOCATION
COST-OF-LIVING, AND OTHER CrCTI 'fACY INTERNATIONAL ASSIGNMENT ALLOWANCES AND
PAYMENTS FROM BSCI.
THE SERV
S OF DR RICHARD AND DR JOAN ADAMS WERE
PROVIt)HD BY ESCI TO BMI AND BMI'S JAPANESE, KOREAN, INDIAN, AND MALAYSIAN
AFF1LiAS UNDER ARMS-LENGTH TERMS AND AT PRICING WHICH COMPLIED WITH THE
INTEB
P2Y TRANSFER RULES OF JAPAN, KOREA, INDIA, MALAYSIA, AND THE
UNITEL
L'ATES, IN ADDITION TO PROVIDING SERVICES AS AN EMPLOYEE OF BSCI,
DR. RICHARD ADAMS CONTINUED TO ENGAGE IN BMI CORPORATE-LEVEL ACTIVITIES IN
HIS CAPACITY AS BMI'S SENIOR VICE PRESIDENT-INTERNATIONAL PARTNERSHIP.
PART I, LINES 4AB: SEVERANCE PAYMENTS FOR STEVEN D. MCLAUGHLIN $174,445,
GR
L,
FRANK $482,052, ALEXANDER FISCHER $330,000
EF
FTC JANUARY 1, 2006, BMI IMPLEMENTED THE BATTELLE MEMORIAL INSTITUTE
EXECUTIVES SECTION 457(F) PENSION PLAN (THE 457(F) PLAN), AN ERISA TOP HAT
PLAN.
THE 457(F) PLAN IS A COMPONENT OF BMI'S TOTAL COMPENSATION PACKAGE
ANT' ITS BASIC PHILOSOPHY WITH RESPECT TO DEFINED BENEFIT PENSIONS:
THE SAME
TSION FORMULAS ARE TO BE APPLIED IN DETERMINING THE PENSION OF
Schedule J (Form 990)2009

cU211 U2O21O
Sch
BATTELLE MEMORIAL INSTITUTE J (Turm 990)2009 _lll Supplemental Information
314379427
Page 3
COi1t, this part to provide the information, explanation, or descriptions required for Part I, lines la, ib, 4c, 5a, Sb, 6a, 6b, 7, and 8. Also complete this part for any additional information,
ALL EMPLOYEES, REGARDLESS OF POSITION OR COMPENSATION LEVEL THE 457(F)
PLAN PROVIDES AN ACCRUAL OF THAT PORTION OF AN OFFICERS OR EXECUTIVES ANNUAL PENSION BENEFIT ACCRUAL WHICH CAN NOT BE PAID UNDER ANY OTHER QUALIFIED OR NuN irAL :FIED PENSION PLAN MAINTAINED BY BMI DUE TO OPERATION
OF VARIOUS RULEJ AND LIMI'rATIONS IN THE INTERNAL REVENUE CODE. JANUARY 1, 2009, 100% J[u TI'
AS OF
THE 457(F) PLAN ACCRUAL EARNED DURING A
YE,V' IS PAID IN CASH TO THE OFFICERS OR EXECUTIVES AS SOON AS POSSIBLE AF T} END OF THE YEAR. THE FULL AMOUNT OF THE 457(F) PLAN ACCRUAL WAS
REPORTED ON THE OFFICERS OR EXECUTIVES 2009 FORM W2. THE FOLLOWING 2009 ACCRUALS UNDER THE 457(F) PLAN ARE INCLUDED IN TEE AMOUNTS OF COMPENSATION REPORTED IN COLUMN D OF PART VII AS APPLICABLE: RICHARD ADAMS
$52,803 $131,043
GREGORY FRANK
MICHAEL KLUSE
$93,600
DONALD MCCONNELL
$28,739
ROBERT SMITH
$359,733
PART I, LINE 7: SHORT AND LONGTERM INCENTIVE COMPENSATION PROGRAMS ARE TIED TO CORPORATE AND INDIVIDUAL PERFORMANCE.
Schedule J (Form 990)2009

932113 Q2O21O
h-Jule J (Form 990) 2009
31-4379427
Page 3
lI Supplemental Information Comi Ete this part to provide the information, explanation, or descriptions required for Part, lines la, ib, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional 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 INSJA EMPLOY BASCD
LIANS ON THE SANE TERMS AS ANY OTHER EMPLOYEE. CONTRIBUTIONS TO WELFARE BENEFIT AND GROUP INSURANCE PLANS ARE MADE IN AGGREGATE PT ACTUARIAL FACTORS AND HISTORICAL CLAIMS EXPERIENCE AND
APPORT
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, FOR WHICH DETAILED ACCOUNTING IS IMPRACTICAL.
TRAVEL AND ENTERTAINMENT EXPENSE REIMBURSEMENT:
BMI'S EXECUTIVES INCUR VARIOUS TRAVEL AND ENTERTAINMENT EXPENSES IN THE
Schedule .J (Form 990) 2009

932113 O2)21O
BATTELLE MEMORIAL INSTITUTE Och JuL J rm 990) 2009 jjsuppiementai information
31 43 79427
Page 3
Comte this part to provide the information, explanation, or descriptions required for Part I, lines 1 a, 1 b, 4c, 5a, 5b, 6a, 6b, 7, and 8, Also complete this part for any additional information.
CONDUCT OF THEIR OFFICIAL DUTIES AS REPRESENTATIVES OF BMI. BMI HAS A WRITTEN TRAVEL AND ENTERTAINMENT EXPENSE REIMBURSEMENT POLICY THAT COMPLIES 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.
DM1.5 TOTAL COMPENSATION PACKAGE CONSISTS OF BASE SALARIES OR HOURLY HATES
OF PAY; SHORT AND LONGTERN INCENTIVE COMPENSATION PROGRAMS TIED TO
CORPORATE AND INDIVIDUAL F
E; QUALIFIED DEFINED BENEFIT AND DEFINED
CONTRIBUTION EMPLOYEE BENEFIT ,ANS; NONQUALIFIED PLANS AND CASH PAYMENT
ARRANGEMENTS WHICH PROVIDE THE ECONOMIC VALUE OF BENEFITS OTHERWISE PAYABLE
UNDER THE NORMAL PROVISIONS OF BMI'S QUALIFIED DEFINED BENEFIT AND DEFINED
CONTRIBUTION EMPLOYEE BENEFIT PLANS (QUALIFIED PLANS) BUT FOR OPERATION OF
THE INTERNAL REVENUE CODES LIMITATIONS UPON THE AMOUNT OF COMPENSATION
WHICH: CAN BE TAKEN INTO ACCOUNT IN DETERMINING BENEFITS UNDER A
QUALIFIED
PLAN, THE AMOUNT OF CONTRIBUTIONS WHICH CAN BE MADE TO A QUALIFIED PLAN, AND/OR THE AMOUNT OF BENEFITS WHICH CAN BE PAID FROM A QUALIFIED PLAN; VARIOUS EMPLOYEE WELFARE BENEFIT PLANS AND GROUP INSURANCES; PAID LEAVE TIME, SUCH AS SICK LEAVE, SPECIAL LEAVE FOR PERSONAL EMERGENCIES OR OTHER
Schedu'e J (Form 990)2009

93211 O2O21O
BATTELLE MEMORIAL INSTITUTE SJ(Lrrn99O)2OO9 Supplemental Information
314379427
Page3
Cornpete this part to provide the information, explanation, or descriptions required for Part I, lines la, ib, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
MATTERS, VACATION AND HOLIDAYS; TUITION REIMBURSEMENT; AND MISCELLANEOUS DE

MINIMIS AND WORKING CONDITION FRINGE BENEFITS.

932
SCHEDULE J-1 (Form 990)

Continuation Sheet for Schedule J (Form 990)

Attach to Form 990 to list additional information for Schedule J (Form 990), Part II. See instructions for Schedule J
--
OMEI No 1545OO47
Open
2009
to Pub'ic
J
(ii) Bonus & incentive compensation 42,288. 0. 14,352.
0. 91,950,
Employer identification number
j314379427
Continuation of Officers Directors Trustees Key Employees and Highest Compensated Employees (Schedule J Part II)
(B) Breakdown of W-2 and/or 1 099-MISC compensation
(A) Name
(i) Base compensation
(iii) Other reportable compensation 1,401. 0, 462.
(C) Retirement and other deferred compensation
(D) Nontaxable benefits
(E) Total of columns (B)(i)-(D)
(F) Compensation reported in prior Form 990 or Form 990-EZ

0.
(i)
207,929.
0.
233,550.
0.
11,246.
0.
496,414.
GWENDOLYN C. VONHOLTEN
()
(i)
0.
0.
138,912.
0.
60,999.
0.
24,500.
16,748.
0.
25,262.
231,473.
0.
522,020,
0.
0.
0.
JUDITH L. MOBLEY
0.
25,689.
(i)
SAMUEL ARONSON (i)
JAMES B, ROBERTO
354,619.
0.
272,928,
0.
87,649.
0,
2,684,
0.
309,955.
0,
16,469.
0.
689,685.
0.
0.
0,
0,
0.
0,
238,875.
0.
117,370.
0.
54,529.
0.
584,710.
0,
0.
(i)
MICHAEL LAWRENCE
173,936,
(L
(i)
(i)
0,
315,737,
0.
63,523.
0,
6,485.
0,
190,068.
0.
6,448.
0.
582,261.
0.
0. 0. 0.
JOHN F BAGLEY
0.
292,797.
0,
97,500,
0,
111.
0,
140,111.
0.
23,075.
0.
553,594.
THOMAS ZACHARIA
()
(i) (i)
0,
0. 72,175, 0. 0.
0.
0.
0.
0.
0.
0.
0,
248,700.
0,
203,737.
0.
1,117.
0.
525,729.
0,
0.
0,
MICHELLE BUCHANAN
309,534.
0.
0.
0,
18,992,
0.
0,
4,463.
309,534.
0,
436,221,
0.
0. 0.
CARL F. KOHRT
(j)
(i)
0.
57,549W
0,
0.
0,
355,217.
ALEXANDER R, FISCHER
0,
0.
0,
366,983,
0.
0.
0.
0.
(i)
ROBERT W. SMITH, JR.
68,695.
0.
(i)
GREGORY L, FRANK
272,319,
0.
164,325,
0. 0, 0. 0.
0.
1,533.
0.
1,742.
0.
438,953.
0.
0.
0.
0. 614,152,
0,
17,842.
513,897.
0.
0.
2,308.
1,402,676.
0.
0,
0.
0.
182,167,
0,
0.
(i)
WILLIAM J, MADIA
0,
0,
0.
0.
0,
0.
0.
0.
0,
0. 0,
0.
________________________________
(I)
STEVEN D, MCLAUGHLIN
0.
0.
174,445.
0.
0.
______________________________
174,445.
0.
______________________________
0.
__________________________ _______ _____________________________
0.
__________________________ _______ _____________________________
(i)
__________________________ _______ _____________________________
______________________________ __________________________________
(!ii
(I) (i)
________ ________
________ ________
_________________________________
_________________________________
___________________________________
_____________________________
_____________________________
_____________________________
__________________________________
_________________________________
_________________________________
___________________________________
932191 32-03-10 LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule J1 (Form 990)2009
SCHEDULE J-2 (Form 990)

Department of the Treasury nterna Revenue Servme
0MB No. 1545OO47
Continuation Sheet for Form 990

Attach to Form 990 to list additional information for Form 990, Part VII, Section A, line la. Open to Public Inspection
Employer Identification number 314379427
Name of the Organization BATTELLE MEMORIAL INSTITUTE
I Part I I Continuation of Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) Name and title (B) Average hours per week (D) Reportable compensation -from the organization (W2!1 099-MISC) (C) Position (check all that apply) (E) Reportable compensation from related organizations (W-2/1O99MlSC) (F) Estimated amount of other compensation from the organization and related organizations
SAMUEL ARONSON LABORATORY DIRECTOR JAMES B. ROBERTO DIRECTOR STRATEGIC CAP. MICHAEL LAWRENCE LABORATORY DIRECTOR JOHN F BAGLEY VICE PRESIDENT EXTERNAL RELATIONS THOMAS ZACHARIA DEPUTY SCIENCE & TECH. MICHELLE BUCHANAN ASSOCIATE LABORATORY DIRECTOR CARL F. KOHRT FORMER OFFICER ALEXANDER R. FISCHER FORMER OFFICER ROBERT W. SMITH, JR. FORMER OFFICER GREGORY L. FRANK FORMER OFFICER WILLIAM J. MADIA FORMER OFFICER STEVEN D. MCLAUGHLIN FORMER OFFICER X 174,445. 0. 0.
________ ________
40.00
472,258.
0.
49,762.
40.00
363,261.
0.
326,424.
40.00
412,811.
0.
171,899.
40.00
385,745.
0.
196,516.
163,186.
40.00
x
X
390,408.
0.
40.00
320,875.
0.
204,854.
X
X
309,534.
0.
0.
412,766.
0.
23,455.
435,678.
0.
3,275.
886,471.
0.
516,205.
182,167.
0.
0.
932201 02-02-10
Schedule J2 (Form 990) 2009
SCHEDULE K (Form 990)
Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions, explanations, and any additional information on Schedule 0 (Form 990).
0MB Nc, 1545-0047
2009 Open to Public lnspecton

Ni1ut tLIL )fljr5t0fl BATTELLE MEMORIAL INSTITUTE Part Bond Issues SEE SCHEDULE 0 FOR COLUNN (F) CONTINUATIONS
(a) Issuer name

________________________________ AHARFORD COUNTY, MARYLAND
(b) Issuer EIN
(C) CUSIP #
(d) Date issued
(e) Issue price
(f) Description of purpose
(g) Defeased
Yes No
(h) On behalf of issuer

Yes No X
_____________ ___________ _____________ _____________ _________________________
ONSTRUCTI ON RESEARCH 26000959 112493AF5 04/07/04 18,456,562. 'ACILITY, MARYLAND
B C D
___________________________________ ______________________________
______________ _____________ ______________ ______________ ____________________________
_____
____________ ___________ ____________ ____________ ________________________
_____
____________ ___________ ____________ ____________ ________________________
_____
_____________________________________
_______________ _____________ _______________ _______________ ______________________________
______
Part 1
Proceeds A 18,472,123. B
________________
C
________________
D
________________
E
_________________ ______________________
1 2 3 4
6
Totalprocsofissue Gross - in reserve funds P rtunding or defeasance escrows Other_uns'nt_proceeds

___________________________
_____________________ ____________________
_____________________ ____________________ ______________________
_____________________
_____________________
______________________ ____________________ _______________________ _________________________________
____________________ ____________________ ______________________ ______________________
355,700. 18,100,862. 2003

Yes
Workt
al
PFIdItU '. trcrn proceeds

______________________ ______________________ ______________________
7 8 9 10 11 12
Capital perditu e'L ..,.,....................,......,., Year of substantial ccrnpkron ...............,,,,,,,..,.,.......,,,........ Were the bonds issued as part of a current refunding issue? Were the bonds issued as part of an advance refunding
ssue? ,,,,,,..,,,,,,..,,,..,,,.,.,..,,.,...,,,,.,
_______________________
No X
X
Yes
No
Yes
No
Yes
No
Yes
No
Has the final allocation of proceeds been made?..........,
)ce the organization maintain adequate books and records upport the final allocation of proceeds9 ............................ X Part II Private Business Use
-
2
,
Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by taxexempt bonds? A there any lease arrnunt.- ;ith respect to the financed which may result in pn.u business use9
Yes
A ___ No x X
___ B ___ Yes No
___ C ___ Yes No
0
Yes No
___ E____ Yes No
A For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 99g.
Schedule K (Form 990) 2009
Part II
.. V(Fccm 990) 2009 BATTELLE MEMORIAL INSTITUTE Private Busmess Use (Continued)
31-4379427
Page 2
33 A th- ny management or service contracts with respect to the tunced property wht t may result in private business
use?,,.,
- .............................................
A B C D____ ____E____ ____ ____ ____ ____ ____ ____ ____ No No Yes Yes Yes No Yes Yes No No
X
b Are thet any research q m-c1tc with respect to the X fiir cultrty which ms; suIt in private business use?... th rtdni:ition routinely engage bond counsel or C utiJ Luunsel to review any management or service o ltrst; O isearch agreements relating to the financed x property9 ............................................................................... 4 Eiitci the percentage of financed operty used in a private bnr' use by entities othr tt,r . Pction 501(c)(3) .00 % rj.nccton or a state or locd gnniont % % 5 rt'r tH- percentage of firtn -d loperty used in a private ic use as a result of uni dated trade or business activity by 7our organization, another section 501 (c)3) .00 % rastateorlocalgovernment % % .00 % ________ 6ToLil cf lines 4 and 5 % % _________ 7 Hc th- organization ad ted management practices and rcluriis to enstirn thn issuance compliance of its X -nnmpt bond lidbilIU? Part V Arbitrage 1 in a Form 803&T, Arbitrage Rebate, Yield Reduction and ________A ________ ________ B ________ ________ C ________ -enalty in Lieu of Arbitrage Rebate, been filed with respect Yes No Yes No Yes No X to the bond issue? X 2s the bond issue a variable rate issue? 33 Has the organization or the governmental issuer identified a hedge with respect to the bond issue on its books and records? ............................................................................... x
b Name of provider __________________ ______________________ __________________ ______________________ ___________________ ______________________
_________________ _________
__________________ _________
0 Yes No
________E _________ Yes No
___________________ ______________________
____________________ _______________________
c Term of hcche
invested inaGlC9 ............................... X b Name nf rrovj or c TermofGlC d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? 5 Wre any gross proceeds invested beyond an available period? 6 .d the bond issue qualify for an exception to rebate?
_____________________ ________________ _____________________ ________________ _____________________ ________________ _____________________ ________________ ______________________ _________________
_____________________
_____________________
_____________________
_____________________
______________________
X X Schedule K (Form 990) 2009
SCHEDULE L
(Form 990 or 990-EZ)
Department of the Treasury nterna Revenue Service
Transactions With interested Persons

Complete if the organization answered 'Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b. Attach to Form 990 or Form 990-EL See separate instructions,
OMBNo,1545-0047
Name of the organization (section 501 (c)(3) and section 501 (c)(4) organizations only).
Open To Public Inspection Employer identification number

31-4379427
2 Enter the amount of tax imposed on the organization managers or disqualified persons during the year under
section 4958 $ ___________________
3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization
____________________
I Part II] Loans to and/or From Interested Persons.

Comolete if the oraanization answered "Yes' on Form 990. Part IV. line 26. or Form 990-E7. Part V. line 38a. ( (a) Name of interested (b) Loan to or from (e) In (c) Original principal (d) Balance due amount person and purpose the organization? default? cmmittee?
________________________
(g) Written agreement? Yes No
To
From
_______________
_______________
Yes
No
Yes
No
Total
______
______
_______
?U1L aa
IdlIL
UI MIbLdII
oiieiititig IIILeEeLeU
e1SUI1S.
Comolete if the oroanization answered "Yes" on Form 990. Part IV. line 27 (a) Name of interested person (b) Relationship between interested person and the organization
(C) Amount and type of assistance
I Part IV I Business Transactions Involvl ncl Interested Persons.

Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c. (a) Name of interested person (b) Relationship between interested (c) Amount of person and the organization transaction
AMERICAN ELECTRIC POWER AMERICAN ELECTRIC POWER AMERICAN EXPRESS COMPANY ASHLAND CHEMICAL COMPANY AT&T GENERAL DYNAMICS CORP IICHAEL MORRIS IS A IICHAEL MORRIS IS A OBERT WALTER IS A ERNADINE HEALY IS ORN MCCOY IS A DIR FESTER LYLES IS A D
_________________ ____________
(d) Description of transaction
(e) Sharing of Organization's revenues?

X X X
6,255,107. O4ERICAN EL 2,881,498. fMI PAID AM 7,253,698. IMI PAID AM 164,249. SHLAND CHE 256,864. fMI PAID AT 14,285,724. OENERAL DYN
-
X X X
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
SEE SCHEDULE 0 FOR SCHEDULE L CONTINUATIONS
Schedule L (Form 990 or 990-EZ) 2009
932131 02-01-10
SCHEDULE 0
(Form 990)
Department of the Treasury nterna Revenue Serv ce
Supplemental Information to Form 990

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. Attach to Form 990
O17
LUU
Name of the organizatIon
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
BATTELLE MEMORIAL INSTITUTE ("OMI") IS ORGANIZED EXCLUSIVELY FOR
CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING TEE
UTILIZATION OF SCIENCE, THE SCIENTIFIC METHOD AND RESEARCH FOR THE
BENEFIT AND EDUCATION OF MANKIND.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:
ADDRESS CRITICAL ELEMENTS OF THE NATIONS 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.
FORM 990, PART V, LINE 4B, LIST OF FOREIGN COUNTRIES:
ITALY, JAPAN, SOUTH KOREA, MEXICO,
SWITZERLAND, UKRAINE, UNITED KINGDOM, MALAYSIA,
GEORGIA, INDIA
FORM 990, PART VI, SECTION B, LINE 11: 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 CONMITTEE OF THE BOARD OF
DIRECTORS HOLDS A SPECIAL MEETING TO REVIEW AND APPROVE THE FORMS FOR
FILING. THE AUDIT CONMITTEE REPORTS ITS FINDINGS AND CONCLUSIONS TO THE
ENTIRE BOARD FOLLOWING THE CONMITTEE MEETING.
932211 O2O31U
Schedule 0 (Form 990) 2009
SCHEDULE 0
(Form 990)
Department of the Treasury nterra Revenue Servme

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. ac 0 orm
0MB No, 1545oO47
Open to Public nspec ion

2009
FORN 990, PART VI, SECTION B, LINE 12C: EACH YEAR, BMI USES A DETAILED
CONFLICT OF INTEREST CERTIFICATE TO OBTAIN INFORMATION FROM DIRECTORS,
OFFICERS AND KEY EMPLOYEES. IN ADDITION, DIRECTORS AND OFFICERS
PERIODICALLY UPDATE LISTS OF THEIR AFFILIATIONS WITH OTHER ENTITIES. BMI
PERIODICALLY DISTRIBUTES AN ETHICAL CODE OF CONDUCT TRAINING COURSE THAT
MUST BE REVIEWED AND SIGNED BY EVERY EMPLOYEE. BMI CONDUCTS MULTIPLE
TRAINING CLASSES EACH YEAR WITH RESPECT TO SECTION 501(C>(3) COMPLIANCE
REQUIREMENTS, LIMITATIONS AND PROHIBITIONS, INCLUDING IMPROPER PRIVATE BMI MAINTAINS AN
BENEFIT AND OTHER CONFLICT OF INTEREST-RELATED MATTERS.
ETHICS HOT-LINE FOR ITS STAFF FOR USE WITH RESPECT TO ANY ETHICS-RELATED
MATTER, AND ALSO MAINTAINS A DEDICATED E-MAIL BOX FOR USE WITH RESPECT TO MATTERS REPORTED OR CONCERNS RAISED BY
SECTION 501(C)(3) RELATED MATTERS.
CONTACT WITH THE HOT-LINE OR THROUGH THE E-MAIL BOX 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 BMIS POLICY IS TO ATTRACT, RETAIN, AND REWARD THE
HIGHQUALITY EMPLOYEES IT NEEDS TO CONTINUE AND ADVANCE ITS EXEMPT
PURPOSES.
IN IMPLEMENTING ITS POLICY, DM1 RIGOROUSLY UTILIZES NATIONAL, REGIONAL, AND
LOCAL COMPENSATION SURVEYS AND BENCHMARKING OF OTHER ORGANIZATIONS TO
LHA For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
932211 D2O3-1O
SCHEDULE 0
(Form 990)
Departmen. of the Treasury
eternal Revecue Sersice

OMR No. 154&-0047

Name of the organ izaton
ESTABLISH MARKETCOMPARABILITY 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 53.49586.
FORM 990, PART VI, LINE 17, LIST OF STATES RECEIVING COPY OF FORM 990:
AZ ,CA,DC,GA, IL,KY,MA,MO,NH,NY,NC,OH,OR
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 RECENT CHANGES MADE ON NOVEMBER 12, 2008. BMI
MAKES FORMS 990 AND 990T, ALONG WITH SUMMARY OF CONSOLIDATED BALANCE SHEET
AND INCOME STATEMENT, AVAILABLE TO THE PUBLIC FROM ITS WEB SITE. THE
CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE
AVAILABLE TO THE PUBLIC.
SCHEDULE K, PART I, BOND ISSUES:
(A> ISSUER NAME: HARFORD COUNTY, MARYLAND
(B> DESCRIPTION OF PURPOSE: CONSTRUCTION RESEARCH FACILITY,
MARYLAND
SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:
(A> NAME OF PERSON: AMERICAN ELECTRIC POWER
(B> RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:
932211 O2-O31O
Schedule 0 (Form 990)2009
SCHEDULE 0
(Form 990)
Department of he Treasury nterna Revenue Servce
Supplemental lnformaton to Form 990

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. ac o orm
0MB No. 1545-0047
Open to Public nspec ion Employer identification number 31-4379427
MICHAEL MORRIS IS A DIRECTOR
(C) AMOUNT OF TRANSACTION $ 6255107.
(D) DESCRIPTION OF TRANSACTION: AMERICAN ELECTRIC POWER PAID BMI FOR
RESEARCH SERVICES
(E) SHARING OF ORGANIZATION REVENUES? = NO
(A) NAME OF PERSON: AMERICAN ELECTRIC POWER
(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:
MICHAEL MORRIS IS A DIRECTOR
(D) DESCRIPTION OF TRANSACTION: BMI PAID AMERICAN ELECTRIC POWER FOR
ELECTRICITY
(A) NAME OF PERSON: AMERICAN EXPRESS COMPANY
ROBERT WALTER IS A DIRECTOR
(D) DESCRIPTION OF TRANSACTION: BMI PAID AMERICAN EXPRESS $7,295,861 FOR
EMPLOYEE TRAVEL EXPENSES CHARGED TO THEIR AMERICAN EXPRESS CREDIT CARD
AND $17380 FOR CREDIT CARD USAGE FEES
AMERICAN EXPRESS ALSO PAID
REFUNDS OF $59,543 TO DM1
(H) SHARING OF ORGANIZATION REVENUES? = NO
(A) NAME OF PERSON: ASHLAND CHEMICAL COMPANY
9322 11 02-03-10
SCHEDULE 0
(Form 990)
0epartmeit of the Treasury sternal Revenue Servrne
SuppIementa Information to Form 990

0MB No. 1545-0047

BERNADINE HEALY IS A DIRECTOR
(C) AMOUNT OF TRANSACTION $ 164249. (D) DESCRIPTION OF TRANSACTION: ASHLAND CHEMICAL COMPANY PAID BMI FOR
RESEARCH SERVICES
(E) SHARING OF ORGANIZATION REVENUES?
NO
(A) NAME OF PERSON: AT&T
JOHN MCCOY IS A DIRECTOR
(C) AMOUNT OF TRANSACTION $ 256864. (B) DESCRIPTION OF TRANSACTION: BMI PAID AT&T FOR COMMUNICATION SERVICES
(A) NAME OF PERSON: GENERAL DYNAMICS CORP
LESTER LYLES IS A DIRECTOR
(C) AMOUNT OF TRANSACTION $ 14285724. (D) DESCRIPTION OF TRANSACTION: GENERAL DYNAMICS PAID BMI FOR RESEARCH
SERVICES
NO
(A) NAME OF PERSON: GENERAL DYNAMICS CORP
LESTER LYLES IS A DIRECTOR
(C) AMOUNT OF TRANSACTION $ 34524454. (D) DESCRIPTION OF TRANSACTION: EMI PAID GENERAL DYNAMICS FOR PROJECT
932211 02-03-10
SCHEDULE 0
(Form 990)
Department of the Treasury
nterna Revenue Servme

0MB No. 1545OO47
Open to Public nspec ton

SERVICES
NO
(A) NAME OF PERSON: USEC INC.
JOHN K. WELCH IS A DIRECTOR
(D) DESCRIPTION OF TRANSACTION: USEC, INC. PAID BMI FOR RESEARCH
SERVICES
(A) NAME OF PERSON: JOAN ADAMS
FAMILY MEMBER OF RICHARD ADAMS
(D) DESCRIPTION OF TRANSACTION: PAYROLL
NO
(A) NAME OF PERSON: DAVID KELLY
FAMILY MEMBER OF STEPHEN KELLY
(D) DESCRIPTION OF TRANSACTION: PAYROLL
(A) NANE OF PERSON: BRITTNEY KLUSE [HA
For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990
932211 O2O31O
SCHEDULE 0
(Form 990)
D epartment a th e reasury eternal Revenue Service

0MB No. 1545-0047

Name of the organ izat)on
FAMILY MEMBER OF MICHAEL KLUSE
(C) AMOUNT OF TRANSACTION $ 56943. (B) DESCRIPTION OF TRANSACTION: PAYROLL
NO
(A) NAME OF PERSON: BLAKE KLUSE
FAMILY MEMBER OF MICHAEL KLUSE
(C) AMOUNT OF TRANSACTION $ 61651. (B) DESCRIPTION OF TRANSACTION: PAYROLL
(A) NAME OF PERSON: KAREN ROSEN
FAMILY MEMBER OF RICHARD ROSEN
(C) AMOUNT OF TRANSACTION $ 118315. (D) DESCRIPTION OF TRANSACTION: PAYROLL
(A) NAME OF PERSON: JERRY WALTERS
FAMILY MEMBER OF JOHN WELCH
(C) AMOUNT OF TRANSACTION $ 58007. (D) DESCRIPTION OF TRANSACTION: PAYROLL
(H) SHARING OF ORGANIZATION REVENUES? = NO
LHA For Privacy Act and Paperwork Reduction Act Notice, see the instructions far Form 990.
932211 02-03-10
SCHEDULE 0
(Form 990) Department of the Treasur nterna Revenue Serv cc

O147
LUUZ1 Open to Public Inspection

(A> NAME OF PERSON: JOSEPH ARONSON
(B> RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:
FAMILY MEMBER OF SAMUEL ARONSON
(C> AMOUNT OF TRANSACTION $ 24516.
(D> DESCRIPTION OF TRANSACTION: PAYROLL
(H> SHARING OF ORGANIZATION REVENUES? = NO
SCHEDULE L, FORM 990, PART IV
BUSINESS TRANSACTIONS WITH LISTED PERSONS
SIX OF BMI DIRECTORS ALSO SIT ON THE BOARDS OF CERTAIN PUBLIC COMPANIES
FROM WHICH BMI ACQUIRES COMMUNICATIONS, CREDIT CARD SERVICES AND
ELECTRICAL SERVICES OR WHICH CONTRACT WITH DM1 FOR RESEARCH SERVICES.
THESE BUSINESS TRANSACTIONS IN THE NORMAL COUSE OF BMI'S BUSINESS CAUSE
THESE SIX DIRECTORS TO BE INTERESTED PERSONS FOR PURPOSES OF FORM 990
AND THUS NOT CONSIDERED TO BE INDEPENDENT DIRECTORS. SEE SCHEDULE L
AND THIS SCHEDULE FOR FURTHER DETAILS.
SCHEDULE R, FORM 990, PART V, COLUMN (C>
TRANSACTIONS WITH RELATED ORGANIZATIONS:
DURING FISCAL YEAR 2010, BMI RELATED ENTITIES PROVIDED CONTRACT
SCIENTIFIC RESEARCH AND DEVELOPMENT AND TECUNICAL SERVICES IN THE
ORDINARY COURSE OF BUSINESS UNDER ARMSLENGTH TERMS, CONDITIONS, AND
PRICING.
SERVICES TO BMI AND BMI'S JAPAN, KOREA, INDIA, MALAYSIA, AND
UNITED KINGDOM AFFILIATES WERE PROVIDED UNDER ARMSLENGTH TERMS AND AT
932211 O2-O31O
SCHEDULE 0
(Form 990)
Department of the reasury internal Revenue Service

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. ac 0 orm .
0MB No, 1545OO47
Open to Public nspe on

PRICING WHICH COMPLIED WITH THE INTER-COMPANY TRANSFER PRICING RULES OF
JAPAN, KOREA, INDIA, MALAYSIA, UNITED KINGDOM, AND THE UNITED STATES.
BNI ENGAGED IN TRANSACTIONS WITH RELATED ENTITIES SUCH AS: THE LEASING
OF REAL OR PERSONAL PROPERTY; THE PROVISION OF CAPITAL; AND, THE
FURNISHING OF GOODS, SERVICES OR FACILITIES. THESE TRANSACTIONS 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, FORM 990, PART V, LINE I
LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS TO OTHER ORGANIZATION
BMI LEASES FACILITY SPACE TO 360IP PTE, BATTELLE SERVICES COMPANY INC,
AND ZIVENA INC. THE AMOUNTS ARE LISTED IN LINE 1A.
SCHEDULE R, FORM 990, PART VI
UNRELATED ORGANIZATION TAXABLE AS A PARTNERSHIP
BMI IS REQUIRED TO CONSOLIDATE THESE ENTITIES 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, FORM 990, PART V, LINE 1A
RECEIPT OF INTEREST, ANNUITIES, ROYALTIES, OR RENT FROM CONTROLLED ENTITY
QUALIFYING SPECIFIED PAYMENTS VERSUS SPECIFIED PAYMENTS RELATED TO IRS
SECTION 512(B)(13)PERTAINING TO 990T PAGE 1 PART I, LINE 8
932211 02-03-10
SCHEDULE 0
(Form 990)
Department of the reasury nternu Revenue Sermoe

O147
LUU
Name of the Organization
QUALIFYING SPECIFIED PAYMENTS
$914,476
SPECIFIED PAYMENTS
$272,719
TOTAL
$1,187,195
FORM 990, PART I, LINE 7A
TOTAL GROSS UNRELATED BUSINESS REVENUE
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 GROSS UNRELATED BUSINESS REVENUE TO FORM 990T, PART I, COLUMN A,
LINE 13
FORM 990 GROSS UNRELATED BUSINESS REVENUE
2,200,867
DEDUCT INCOME TAX BASIS PARTNERSHIP LOSSES
72,430
DEDUCT THE COSTS OF GOODS SOLD
1,680,374
ADD BACK RENTAL EXPENSE
25,742
ADD INSURANCE PREMIUMS FROM TAXABLE SUBSIDIARIES
31,922
EQUALS TOTAL ON FORM 990T PART I, LINE 13
505,727
PART IX STATEMENT OF FUNCTIONAL EXPENSES
LINE 19 CONFERENCES, CONVENTIONS, AND MEETINGS
EXPENSES FOR CONFERENCES, CONVENTIONS,
AND MEETINGS ARE INCLUDED IN
LINE 17 TRAVEL,
932211 O2O31U
SCI-1DULE R (Form 990)

Name of the or anization
Related Organizations and Unrelated Partnerships Complete if the organization answered 'Yes to Form 990, Part IV, line 33, 34, 35, 36, or 37. See separate instructions. Attach to Form 990.
0MB No 1545-0047
2009 Open to Public

Insoection
Parf I
Identification of Disregarded Entities (Complete if the organization answered Yes to Form 990, Part IV, line 33.)
(a) Name, and T'4 of disrojatrliJ
(b) Primary activity
(c) Legal domicile (state or foreign country)
(d) Total income
(e) End-of-year assets
(f) Direct controlling entity
BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 04-3851808, 505 KING AVENUE, COLUMBUS, OH 43201 BATTELLE ASIA, LLC 505 KING AVENUE COLUMBUS, OH 43201 BATTELLE ENERGY ALLIANCE, LLC - 68-0588324 2525 N FREMONT AVE IDAHO FALLS, ID 83415 BATTELLE ENERGY UK, LLC - 42-1767455 505 KING AVENUE COLUMBUS, OH 43201 JANAGEMENT OF NATIONAL ,ABORATORY ELAWARE 3,167,360. ATTELLE MEMORIAL 2,855,132. NSTITUTE IANAGENENT OF NATIONAL ,ABORATORY ELAWARE 1,063,222,154. ATTELLE MEMORIAL 7,706,303. NSTITUTE 20-3790334 CIENTIFIC RESEARCH (DORMANT) ELAWARE 0. ATTELLE MEMORIAL 108,192. NSTITUTE IANAGEMENT OF NATIONAL ,ABORATORY ELAWARE 53,597,537. ATTELLE MEMORIAL
11,721,329. NSTITUTE
Identification of Related Tax-Exempt Organizations (Complete if the organization answered Yes to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.) (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Exempt Code section (e) Public charity status (if section
501 (c)(3)) __________________________
(f) Direct controlling entity
Schedule R (Form 990) 2009
Schejle R (Form 990> 2009 Part -
31-4379427
Page 2
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.) (a) Naree, auJe and EIN of reLtte,:) aniza on
_____________________
(c) Lena domcthn )stut$Or foregn country)
(d) Direct controlling entity
________ -
(e) Predominant income (related, unrelated, excluded from tax under sections 512-514)
(f) Share of total income

______________
(g) Share of end-of-year assets

______________
(h) Dsproporton teaHocatons7

-
Yes
-
No
K-i (Form 1065) (e No
(I) Code V-UBI amount in box 20 of Schedule
U)
Genera or manacyng E2.rtt!L
BATTEFj'FeCES LP 47-09244Y, 103 CARNEGIE CENTER, SUii'E 100, PRINCETON, NJ 08540 'ENTURE CAPITAL DE ATTELLE EMORIAL NSTITUTE ELATED -7,114,041. 59,123,848.
N/A
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.) (a) Ir 4 Name, ddr-e of related tjuniza' (b) Primary activity
(c) Lega' domce )stateor foreWn country)

ATTELLE EMORIAL
(e) Type of entity (C corp, S corp, or trust)
(g) Share of end-of-year assets
(h) Percentage ownership
BATTELLE INSTITUTE (DELAWARE) 505 KINO AVENUE COLrT!1reT', OH 43201
31-4379427
IOLDING COMPANY
DE
NSTITUTE ATTELLE
CORP
0.
0.
100.00%
BAT'TFFLE INSTITUTE LTD 27FLBERT STREET LONie BA F UNITED KINGDOM W1Y 1RL tALES OF RESEARCH NITED INGDOM
NSTITUTE, ELAWARE ATTELLE EMORIAL CORP 2,453. 156,188. 100.00%
HLE ITALIA SRL
18 p:[A. :A DEL POPOL e ROME, CHIii: ALY KU tCIENTIFIC RESEARCH 'HRONGDAM-DONG KANGNAM-GU ;CIENTIFIC RESEARCH APAN OREA, OUTH tCIENTIFIC RESEARCH TALY
NSTITUTE ATTELLE EMORIAL INSTITUTE ATTELLE :EMORIAL NSTITUTE
CORP
0.
0.
100.00%
BAT' JLC JAPAN TOFN'(,APAN BAFtH KOREA, INC. NARA FeeLI NG, 7TH FL '! SEOUL, keREA, SOUTH
932162 F-1-1O
CORP
788,359.
807,260.
60.00%
CORP
1,633,992.
1,392,612.
100.00%
Schedule R(Form 990)2009
Scm
tifr' P (Form 990) 2009
BAT'I'ELLE MEMORIAL INSTITUTE
31 4379427
Page 3
Part V Note.
Transactions With Related Organizations (Complete if the organization answered Yes' to Form 990, Part IV, line 34, 35, or 36.)
-
nplete line if any entity is din Parts II, Ill, or IVof this schedule if tm cfl1 the a ' n engage in any of the following transactions with one or more related organizations listed in Parts ll-IV? st (ii) annuitl r. of(i) iL a ii) yalties or (iv) rent from a controlled entity b (. 't, rant, or c..cpital contributic I other organization(s) c ($t, grant, or capital contribution from other organization(s) d ,cris loan guarantees to or for other organization(s) e mns or loan guarantees by other organization(s) f Sale of assets to other organization(s) I from other organization(s) g Pa aC." h 'a c cf facilit: i 1 lupment, or other assets to other organization(s) icr assets from other organization(s) hiporfundraisingsolicitationsforotherorganization(s) I o 1 n al. . nip or fundraising solicitations by other organization(s) m S . ing of facilitin-, qnn!pnnr1t, mailing lists, or other assets n Sharing of paid emplue,: .
n.ofr:f,morrr
I
-
................ .................................. ....................................... ................................. ..................
.la X .j . .J2_ .ld X .j ..
............................... .JL ........ .ii. lh ............... .JL
_._
2L
-
of fa iliticm equ pment, c
............ .jj ............................... .1k X .................... . ............... .mi .1,1

-
X X
o Reimbursement paid tu other organization for expenses p Reimbursement paid by other organization for expenses q Other transfer of cash or pron.rty to other organization(s) rOther transfer of cash or pruprty from other organization(s) 2 If the answer to any of the dove in, Yes' see the instructions for information on who must comolete this line. includino covered relationshios and transaction thresholds. (a) Name of other organization(s) (b) Transaction type (a-r)
A A
........ ._i2_ ..... . .
___
(c) Amount involved
(1) 360IP PTE LTD
SPECIFIED PAYMENT
10,128. 134,406.
J!ATTELLE KOREA . QUALIFYING SPECIFIED PAYMENT IaATTELLE SERVICES COMPANY, INC
SPECIFIED PAYMENT
7,564.
SLTTELLE UK LIMITED
QUALIFYING SPECIFIED PAYMENT
87,781.
SLUEFIN ROBOTICS CORPORATION - SPECIFIED PAYMENT
93,937.
ATIcN
SPECIFIED PAYMENT
132,342.
ScIr P (Form 990) 2009 BATTELLE MEMORIAL INSTITUTE
3l 4379427
Page 4
Part l
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes' to Form 990, Part IV, line 37,)
Plv!J, th* followinD info for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that ut a related oijoI'aUun, See instructions regarding exclusion for certain investment partnerships. (h) (f) (g) (e) (a) (b) (c) (d) Gerrera or U p?rS Code V-UBI Share of end-ofName, address, and EIN Primary activity Legal domicile man ang ecton 5O1(c93 t b 20 year assets of entity (state or foreign , mzatms? country) (Form 1065) Yes No Yes No ______________ Yes No
BROOKHAVEN SCIENCE ASSOCIATES,LLC - 11-3403915 P.O. BOX 5000 UPTON, NY 11973 ANAGEMENT OF NATIONAL ABORATORY FEW YORK X
-
2,375,120.
0.
UTrTELLE, LLC -, 6 t7' VALLEY ROAD BLE 4'OON, MS 6261, KM K-25 OAK RILXiIrF, TN 37831 ANAGEMENT OF NATIONAL ABORATORY 'ENNESSEE X 4,391,632. X 0.
-
Sch&JuIe 9-1 (Form 990) 2000
MEMORIAL INSTITUTE
31-4379427
Page 4
Continuation of Identification of Related Organizations Taxable as a Corporation or Trust (a) I Name, of related oIjaft-aton
BATTLTJ MEXICO S,A. DE c.v, NEWT E16, C()t, POLANCO MKXIH B2ELT -YE COLL'4Ef:: BArHEH5 UNI [TY, SEXErn CP11590 ELLIHMA AVELUE 41201 tEE 5 (YYEEEIL INDIA BATTELLE SCIL:E. 411416 CIENTIFIC RESEARCH NDIA T E ENDIA PVT. LTD LLC - 200292062 EAL ESTATE CTIVITIES OK CIENTIFIC RESEARCH ;EXICO
(c) LagS domsle (state or foreign country(

ATTELLE EMORIAL NSTITUTE ATTELLE IEMORIAL NSTITUTE ATTELLE LEMORIAL NSTITUTE ATTELLE JEMORIAL
(9) Share of end-of-year assets
CORP
0.
0.
100.00%
CORP
199,173.
381,705.
100.00%
CORP
441,736.
1,432,524.
100.00%
& TECUEuL: 4? MALAYSIA SDN BHD. ALAYSIA
BLOCK B, LOT 3288, OFF JALAN AYER ITA KAWASAN INSTITUSI BANGI, MALAYSIA BATTELLE SERVICES COMPANY, INC. - 31-1792334 505 KNG AVENUE I4FE1, OH 43201 BA1YHLE UK LIMITED 200 Ai,DERSGATE STREET LONDON, UNITED KINGDOM EC1A 411,3 BATTELTE:RO BUSINESS TRUST 505 ETE AVENUE COLtJEHY ElI 43201 CIENTIFIC SERVICES MA 04-3302919 CIENTIFIC RESEARCH INITED :INGD0M MPLOYEE LEASING OH CIENTIFIC RESEARCH
:NSTITUTE ATTELLE JEMORIAL NSTITUTE ATTELLE JEMORIAL :NSTITUTE ATTELLE TEMORIAL NSTITUTE ATTELLE
CORP
6,433,531.
3,564,856.
100.00%
CORP
7,570,604.
6,312,291.
100.00%
CORP
10,231,204.
8,636,817.
100.00%
CORP
0.
46,562.
100.00%
BLrNAYNE SURVEY, INC. - 20-5399236 505 KFNUAVFNJN COLUMBUS, OH 43201 BLUEFIN ROBOTICS CORPORATION 237 PU. M AVE. CANIEI ELE1, MA 02139 11 LIMITED INITED CIENTIFIC RESEARCH INGDOM LARINE ROBOTICS MA 20-2576696 :TART UP COMPANY (DOREANT> MA
TEMORIAL :NSTITUTE TATTELLE IEMORIAL :NSTITUTE ATTELLE IEMORIAL :NSTITUTE CORP 0. 0. 100.00% CORP 2,187,905. 5,991,253. 100.00% CORP 0. 0. 100.00%
TIILJI-EAE? AEISE, FARNHAM LANE,HASLEMERE SUFY{, rFNITED KINGDOM GU27 lEA GE(:E1'E AUSTRALIA PTY. LIMITED LEVEL 14, 140 ST GEORGES TERRACE PERTH, AUSTRALIA WA 6000 GEOSAFE CORPORATION - 91-1404268 505 KING AVENUE COLUMBUS, OH 43201 TASTE CLEANUP (AZARDOUS WASTE LEMEDIATION
EOSAFE USTRALI2 ORPORATION TATTELLE TEMORIAL WA :NSTITuTE CORP 60,087. 275,349. 100.00% CORP 0. 1,073. 100.00%
Schedule R-1 (Form 990) 2009

932224 02-02-10
Ss1ltrm99O)2009 BATTELLE MEMORIAL INSTITUTE Continuation of Identification of Related Organizations Taxable as a Corporation or Trust (a) Na of Id IL Ce ,r:ti
AruAu, INC OREA, CIENTIFIC RESEARCH 00TH NITED CIENTIFIC RESEARCH INGDOM NITED CIENTIFIC RESEARCH RES NLAND CCMALi LTD. RD FLOOR NSURING BATTELLE .ISKS ENTURE CAPITAL IANAGEMENT OH ERMUDA :INGDOM
31-4379427
Page 4
(c) Legai domcUa (state or foreNn country)

ATTELLE :EMORIAL NSTITUTE ATTELLE EMORIAL NSTITUTE ATTELLE IEMORIAL .NSTITUTE ATTELLE JEMORIAL NSTITUTE ATTELLE JEMORIAL :NSTITUTE ATTELLE IEMORIAL NSTITUTE ATTELLE IEMORIAL
(g) Share of endofyear assets
(Ii) Percentage ownershtp
INTERNATIONAL SCIENTIFI 1ST FLR, CHUNCHEC)N 59 HUPYON4
LrY, KOREA SO)[fj
CORP
900,997.
1,519,837.
50.00%
OXFORD BI:LCHNICA, LTD. THURSLCU , FARNHAN LANE SURREY ttT1CL KINGDOM GU27 lilA R.A. THUD Jt4ITFD F'PRNHAM LAU
CORP
0.
0.
100.00%
CORP
0.
0.
100.00%
73 FRONT :TF
HAMILTON, iRil;LA EMil SCIENTIFIC AIj\/AJFJ, INC. - 31-6024333 505 KING AVENUE COLUMBUS 43201 VITEXf INC. 770526364 2184ETNJ1TVE SAN TJ L 5131
CORP
5,139,107.
74,468,689.
100.00%
CORP
1,079.
1,048,264.
100.00%
ICENSING COMPANY
DE
CORP
189,370.
1,905,649.
54.22%
ZIVENA,__ INC. - 75 3090227 505 KING AVENUE COLUMBUS, OH 43201 3601P PTE LTD - 20 0817081 391B ORCHARD ROAD #1603/04 NOES ANN CJTY TOWER B, SINGAPORE 238874 THER INVESTMENT JOLDING COMPANY :NTELLECUTAL PROP IANAGEMENT AND :NVESTMENT :NTELLECUTAL PROP ANAGEMENT AND :NVESTMENT :NTELLECUTAL PROP ANAGEMENT AND 238874 36P Jr JAJ (--i r37 NVESTMENT :NTELLECUTAL PROP ANAGEMENT AND NVESTMENT OS INGAPOR CIENTIFIC RESEARCH DE
:NSTITUTE
CORP
0.
51,370.
96.90%
ATTELLE ENTURES, LP CORP 52,765. 1,568,671. 73.27%
360IP (JAJAN) PTE LTD

391BCJSCHAI:J UKAD #1603/04 NGEE ANN ('LTY TOWER B SINGAPORE 238874 360IP (KOREA) PTE LTD 391B ORCHARD ROAD #16-03/04 NOES ANN CITY TOWER B, SINGAPORE 238874 360IP (INA) PTE LTD
INGAPORE 36OIP PTE LTD
CORP
0.
2,820.
73.27%
INGAPOR 360IP PTE LTD
CORP
23.
0.
73.27%
39:1BJAkJ '; #16-03/ 1
INGAPOR 360IP PTE LTD
CORP
23.
15,387.
73.27%
103 CITIE JTR, STE 100 PRINCETON, NJ J40
360IP PTE LTD
CORP
3,181.
359,520.
73.27%

932r
Hi (Form(UYLHi kTTELLE MEMORIAL INSTITUTE [Pirti1 Continuation of Identification of Related Organizations Taxable as a Corporation or Trust (a) Name, addr N of related or(j1nF:tion
36L:'r E LTD 3910 OHEA) ROAD #1603/1
3l4379427
Page4
(c) Lega' domce (state or foregn country)
(C Share of total income
(g) Share of endofyear assets
NTELLECUTAL PROP ANAGEMENT AND NVESTMENT 3601P INGAPORF (CHINA>PTE LTD CORP 0. 14,069. 43.96%
NGBL AHJ CI?Y TOWER B, OrH;Ar'OPE 238874

932224 O2O21U
flluleR1(Form990)2009 BATTELLE MEMORIAL INSTITUTE iIv] Continuation of Transactions With R&ated Organizations (Schedule R (Form 990), Part V, line 2)
31-4379427
Page5
(a) Name of other organization
(b) Transaction type (ar)

A
(c) Amount involved
1:.
: )NAL SCIENTIFIC STANDARD, INC.- SPECIFIED PAYMENT
15,313.
(8)
VITEX SYSTEMS INC. - QUALIFYING SPECIFIED PAYMENT
247,810.
(9)
VITEX SYSTEMS INC.
QUALIFYING SPECIFIED PAYMENT
310,237.
ia ZIVENA, INC. - QUALIFYING SPECIFIED PAYMENT
134,242.
() ZIVENA, INC. SPECIFIED PAYMENT
13,435.
BAT:ELLE JAPAN
3,390,980.
(13)
(14)
KOREA, INC.
BATTELLE SCIENCE & TECHNOLOGY INDIA PVT. LTD
5,600,000.
1,000,000.
BLUEFIN ROBOTICS CORPORATION
6,500,000.
.JiL
3601P PTE LTD
200,000.
4,825,000.
fl INTERNATIONAL SCIENTIFIC STANDARD, INC. VT'1'5
500,000.
SYSTEMS INC.
3,000,000.
LLE JAPAN
314,701.
L,'rELLE YYA, INC.
58,033.
(22)
BATTELLE 'ENCE & TECHNOLOGY INDIA PVT. LTD
346,269.
BATTELLE SCIENCE & TECHNOLOGY MALAYSIA SUN BHD.
6,433,531.
BATTELLE SERVICES COMPANY, INC
1,592,422.

932225 O221O
SciiH1e R1 (Form 990) 2009 BATTELLE MEMORIAL INSTITUTE Continuation of Transactions With Related Organizations (Schedule R (Form 990), Part V, line 2)
314379427
Page 5
(a) Name of other organization
(b) Transaction type (a-r)

K K
(c) Amount involved
(7)
BATTELLE UK LIMITED
3,523,600.
_J
(9) (10) (11) (12)
266,981.
2,213,632.
RESEARCH INSURANCE COMPANY LIMITED BATTELLE JAPAN BATTELLE KOREA, INC. BATTELLE SCIEF &T Y INDIA PVT. LTD
509,817.
1,496,268.
54,988.
ia
(14)
BATTELLE
IET T iNCLOGY MALAYSIA SDN BHD.
51,879.
TCLLE SERVICES COMPANY, INC
590,035.
UK LIMITED
L
L
55,805.
(16)
BLUEFIN }dTIC: CORPORATION
502,319.
(17)
VITEX SYSS INC.
64,611.
(18) (19)
_________
_________________
_________
__________________
(24)
__________
___________________

932225 OO21O

Battelle Form 990-Fy10

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EXTENSION GRANTED TO 08/15/11 Return of Organization Exempt From Income Tax Form iJU Depertment of the Treasury oternal

benefit trust or private foundation)

Open to Public nspecton

SEP 30, 2010

type. Ll1 See

31 4379427 Room/suite E Telephone number

Li Trust L_J Association

Prior Year 3,954,051,722. 866,030,005. 4,881,189. 65,831,035, 4,890,793,951. 21,079,523.

2,475,285,788. 4,856,917,236. 33,876,715. Beginning of Current Year 1,155,009,521. 560,978,343. 594,031,178.

3,002,660,984. 5,538,030,006. 7,307,694. End of Year 1,183,968,052. 629,930,359. 554,037,693.

20 Totalassets(PartX,linel6) 21 Totalliabilit)es(PartXline26) 22 Netassetsorfuadbalances.Subtract)ine2lfroml)ne2O

f'Part H J Stgnature Block

THOMAS K, SHARPE, ASST. TREASURER

Paid , Preparer Use Only

Firm's nanre (or y.urs selt.emrlployv.d)l Sddress, sod zip 4

Phone no, YeSJNO Form 990(2009)

Form 990 (2009)

BATTELLE MEMORIAL INSTITUTE

Other program services. (Describe in Schedule 0,)

Form 990 (2009)

BATTELLE MEMORIAL INSTITUTE

[Part IV j Checklist of Required Schedules

Form 990 (2009)

BATTELLE MEMORIAL INSTITUTE

[Part IV j Checklist of Required Schedules (continued)

24a 24b 24c 24d 25a

28a 28b 28c 29

Form 990 (2009)

BATTELLE MEMORIAL INSTITUTE

I Part VI Statements Regarding Other IRS Filings and Tax Compliance

Form 990 (2009)

BATTELLE MEMORIAL INSTITUTE

Section A. Governing Body and Management

505 KING AVENUE, COLUMBUS, OH 4320i2693

Form 990 (2009)

Form 990 (2009)

BATTELLE MEMORIAL INSTITUTE

Form 990 (2009) Part VIII Section A.

BATTELLE MEMORIAL INSTITUTE

Officers. Directors. Trustees. Key Emniovees. nd Hiohest Cnmnensted FmnIvees (continued)

(A) Name and title

(B) Average hours per week

(C) Position (check all that apply)

(D) Reportable compensation from the organization (W-2/1 099-MISC)

(E) Reportable compensation from related organizations (W-2/1 099-MISC)

Section B. Independent Contractors

Name and business address

UCLEAR RESEARCH SERVICES

IASTE MGMT SERVICES

Form 990 (2009)

BATTEL,LE MEMORIAL INSTITUTE

(A) Total revenue

(B) Related or exempt function revenue

(C) Unrelated business revenue

(D) exom tax under sections 512, 513, or 514

______________ ______________ ______________ _______________

Noncash contnbut ons ncuded a Unes 'a If $

Total.Add lines la-if

______________ ______________ ______________ _______________ _____________

_____________ _____________ _____________ _____________ ____________

b STEM REVENUE c INCOME TAX BENEFIT

d Allotherrevenue e TotaLAdd inesilalid n tructons. Totatrevenue 12

4,800,695. 4,518,622. 153,581. 1,308,975,

_

______ _ _______

_______ _ _ _ ______

__________ _ __________

_ ___

_

__________ _ _________