BALL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: BALL FAMILY FOUNDATION (EIN 84-2565206)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-07
IRS object ID: 202333119349101968
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-07T15:59:35-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	382598193	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MEYAARD TOLMAN & VENLET PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 320	AddressLine1Txt
City	ZEELAND	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49464	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	842565206	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BALL FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BALL	BusinessNameControlTxt
Phone	9529131892	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9912 BEACH RIDGE COURT	AddressLine1Txt
City	WEST OLIVE	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49460	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT BALL	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	6162941026	PhoneNum
Signature	2023-11-07	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	BALL	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN P ROSENDALL	PreparerPersonNm
PTIN	P00662443	PTIN
Phone	6167721901	PhoneNum
Preparation	2023-11-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$44,350	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$3,338	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,338	DividendsNetInvstIncmAmt
Total Rev And Expnss	$47,688	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,338	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$600	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$18,003	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$18,603	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$40,756	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$40,756	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$59,359	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$40,756	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$11,671	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,338	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$11,860	CashBOYAmt
Cash EOY	$4,939	CashEOYAmt
Sav And Temp Cash Invst BOY	$21,411	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$262	SavAndTempCashInvstEOYAmt
US Government Obligations BOY	$120,039	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$144,465	USGovernmentObligationsEOYAmt
Total Assets BOY	$153,310	TotalAssetsBOYAmt
Total Assets EOY	$149,666	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$775	AccountsPayableBOYAmt
Accounts Payable EOY	$8,802	AccountsPayableEOYAmt
Total Liabilities BOY	$775	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$8,802	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$152,535	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$140,864	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$152,535	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$140,864	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$153,310	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$149,666	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$152,535	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$11,671	ExcessRevenueOverExpensesAmt
Subtotal	$140,864	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$140,864	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$46	InvestmentIncomeExciseTaxAmt
Subtotal	$46	SubtotalAmt
Tax Based On Investment Income	$46	TaxBasedOnInvestmentIncomeAmt
Tax Due	$46	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ROBERT BALL	IndividualWithBooksNm
Phone	9529131892	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	9912 BEACH RIDGE CT	AddressLine1Txt
City	WEST OLIVE	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49460	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	Yes (true)	UndistributedIncomePYInd
Undistributed Income PY1	2019	UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not App	Yes (true)	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT BALL
9912 BEACH RIDGE CT	WEST OLIVE	MI	49460	DIRECTOR	1.00	$0	$0	$0
MICHELLE BALL
9912 BEACH RIDGE CT	WEST OLIVE	MI	49460	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	CONTRIBUTIONS TO CHURCHES AND MISSIONS.	Description1Txt
Expenses1	$40,756	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$117,583	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$6,598	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$124,181	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$124,181	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,863	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$122,318	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$6,116	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$6,116	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$46	TaxBasedOnInvestmentIncomeAmt
Total Tax	$46	TotalTaxAmt
Distributable Before Adj	$6,070	DistributableBeforeAdjAmt
Distributable Before Ded	$6,070	DistributableBeforeDedAmt
Distributable As Adjusted	$6,070	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$40,756	ExpensesAndContributionsAmt
Qualifying Distributions	$40,756	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$6,070	DistributableAsAdjustedAmt
Prior Year1	2014	PriorYear1Yr
Total For Prior Years	$1	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$29,277	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$29,277	TotalExcessDistributionCyovAmt
Qualifying Distributions	$40,756	QualifyingDistributionsAmt
Applied To Current Year	$6,070	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$34,686	RemainingDistriFromCorpusAmt
Total Corpus	$63,963	TotalCorpusAmt
Prior Year Undistributed Incm	$1	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$1	PriorYearDeficiencyOrTaxAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$63,963	ExcessDistriCyovToNextYrAmt
Excess From Year1	$29,277	ExcessFromYear1Amt
Excess From Current Year	$34,686	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SERGE
101 WEST AVE SUITE 305	JENKINTOWN	PA	19046	PC	MISSIONARY SUPPORT	$17,400
SCOTTSDALE BIBLE CHURCH
15202 N FOUNTAIN HILLS BL	FOUNTAIN HILLS	AZ	85268	PC	GENERAL CONTRIBUTION	$7,000
CHRIST'S CHURCH OF FOUNTAIN HILLS
15555 E BAINBRIDGE AVE	FOUNTAIN HILLS	AZ	85268		GENERAL CONTRIBUTION	$4,000
PIONEERS USA
10123 WILLIAM CAREY DR	ORLANDO	FL	32832	PC	MISSIONARY SUPPORT	$2,400
CRU
100 LAKE HART DRIVE	ORLANDO	FL	32832	PC	GENERAL CONTRIBUTION	$1,800
WORLD VISION
PO BOX 9716	FEDERAL WAY	WA	98063	PC	MISSIONARY AND CHILDREN SUPPORT	$1,500
ENCOMPASS WORLD
PO BOX 620067	ATLANTA	GA	30362	PC	GENERAL CONTRIBUTION	$1,200
FRESH START CHURCH
14185 NORTH 83RD AVE	PEORIA	AZ	85381	PC	GENERAL CONTRIBUTION	$1,150
FOOD OF THE POOR
6401 LYONS RD	COCONUT CREEK	FL	33073	PC	GENERAL CONTRIBUTION	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$37,450	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3,338	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3,338	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,338	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	ROBERT BALL	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	9912 BEACH RIDGE CT	AddressLine1Txt
City	WEST OLIVE	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49460	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$44,350	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	225 SHARES OF CHEVRON STOCK	NoncashPropertyDesc
Fair Market Value	$44,350	FairMarketValueAmt
Received	2022-12-29	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$600	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
LOSS IN INVESTMENT VALUE	$18,003

BALL FAMILY FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Comments