2023-11-10T07:11:00-08:00 2022-12-31 351138363 Ball Associates 222 S Mulberry Street Muncie IN 47305 990PF 2022-01-01 356033917 GEORGE AND FRANCES BALL FOUNDATION GEOR P O BOX 1408 MUNCIE IN 47308 THOMAS J KINGHORN President 2023-11-10 true THOMAS J KINGHORN 999009999 true TAMARA S PHILLIPS CPA P01064437 7657415500 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 115233852 X X 31298 31298 2383670 2383670 3862778 11956236 3862778 6277746 6277746 109615 109615 168944 168944 51194 51194 119029 47612 71417 335377 324877 10500 94993 21348 2535 2535 65408 65408 32372 32372 2294 2294 59561 14748 44813 1041322 411120 556557 5417036 5417036 6458358 411120 5973593 -180612 5866626 1515351 2553480 2553480 7203 44444 7203 7203 1210684 2200320 2091838 50549988 49143781 90729104 22950732 22189471 19846821 19269 13863 7153 5406 5406 76278352 76099661 115233852 3393 5314 3393 5314 X 31967307 31967307 44307652 44127040 76274959 76094347 76278352 76099661 76274959 -180612 76094347 76094347 3862778 81546 81546 81546 89200 89200 X 7654 0 7654 false false false false false false false true true IN true false false false false true N/A BALL ASSOCIATES 7657415500 P O BOX 1408 MUNCIE IN 47308 false false false false false false false false false false false false false false false false false false false false false false ERMALENE M FAULKNER PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 JOSEPH F WIESE PO BOX 1408 MUNCIE IN 47308 Secretary, Dir 1.00 0 STEFAN S ANDERSON PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 THOMAS J KINGHORN PO BOX 1408 MUNCIE IN 47308 President & CEO 32.00 109615 19347 JON H MOLL PO BOX 1408 MUNCIE IN 47308 Chairman, Direc 3.00 0 10962 RONALD K FAUQUHER PO BOX 1408 MUNCIE IN 47308 Vice-Chr, Treas 2.00 0 MARIANNE L VORHEES PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 TAMARA S PHILLIPS PO BOX 1408 MUNCIE IN 47308 Treasurer-1/22 8.00 0 MICHAEL B GALLIHER PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 WILLIAM M BRACKEN PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 STEVEN M SMITH PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 KORTNEY ZIMMERMAN PO BOX 1408 MUNCIE IN 47308 PROGRAM OFFICER 40.00 97127 10727 KELSEY HARRINGTON PO BOX 1408 MUNCIE IN 47308 PROGRAM ASSOCIATE 40.00 71817 8196 BALL ASSOCIATES 222 S MULBERRY STREET MUNCIE IN 47305 PROFESSIONAL SERVICES 119029 FIRST MERCHANTS PRIVATE WEALTH 200 EAST JACKSON STREET MUNCIE IN 47305 INVESTMENT MANAGEMENT 324877 125020034 375456 0 125395490 0 125395490 1880932 123514558 6175728 6175728 81546 81546 6094182 6094182 6094182 5973593 5973593 6094182 5967486 5973593 5967486 0 6107 6088075 SHANNON CLINE PO BOX 1408 MUNCIE IN 47308 7657415500 DESCRIPTION OF PROJECT OR PURPOSE OF GRANT REQUEST, BUDGET, COPY OF IRS EXEMPTION LETTER. GRANT SUBMISSION DETAILS AVAILABLE AT THE FOUNDATION'S WEBSITE AT WWW.GFBALLFDN.ORG DEADLINES VARY. DEADLINES AT WWW.GFBALLFDN.ORG PROVIDES GRANTS TO ORGANIZATIONS SHARING SIMILAR VALUES OF THE BALL FAMILY WITH A PRIMARY FOCUS ON IMPROVING THE LIVABILITY AND EDUCATIONAL ATTAINMENT OF THE CITIZENS OF EAST CENTRAL INDIANA. ADDITIONAL DETAILS ARE AVAILABLE AT WWW.GFBALLFDN.ORG BALL STATE UNIVERSITY FOUNDATION 2800 BETHEL AVE MUNCIE IN 47304 N/A PC ENDOWED SCHOLARSHIP PROGRAM 800000 CHRISTIAN MINISTRIES OF DELAWARE COUNTY PO BOX 1088 MUNCIE IN 47308 N/A PC EMERGENCY MEN'S SLEEPING ROOM 25000 COLLEGE MENTORS FOR KIDS 212 W 10TH STREET INDIANAPOLIS IN 46202 N/A PC BSU CHAPTER PROGRAM SCHOOL ACTIVITIES 12000 DELAWARE ADVANCEMENT CORPORATION PO BOX 842 MUNCIE IN 47308 N/A PC VISION 2021 GAP YEAR 60000 ECI REGIONAL PARTNERSHIP PO BOX 1912 MUNCIE IN 47308 N/A PC OPERATIONAL SUPPORT & MATCHING GRANT 65000 GREATER MUNCIE IN HABITAT FOR HUMANITY PO BOX 1119 MUNCIE IN 47308 N/A PC HOMEOWNERSHIP & HOME REPAIR PROGRAM 85000 MINNETRISTA CULTURAL FOUNDATION INC 1200 N MINNETRISTA PARKWAY MUNCIE IN 47303 N/A SO I OPERATIONS/ CAPITAL PROJECTS & CEO TRANSITION FUNDS 1115000 RED-TAIL CONSERVANCY INC PO BOX 8 MUNCIE IN 47308 N/A PC OPERATIONS SUPPORT & MATCHING CHALLENGE GRANT 60000 HEART OF INDIANA UNITED WAY PO BOX 968 MUNCIE IN 47308 N/A PC ADMINISTRATIVE OVERHEAD COSTS & GOOD ATTENDANCE CAMPAIGN 186500 MUNCIE CIVIC THEATRE 216 E MAIN STREET MUNCIE IN 47305 N/A PC UNDERWRITE SCRIPTS/ ROYALTIES/ MUSIC FOR SEASON PRODUCTIONS 87786 CORNERSTONE CENTER FOR THE ARTS 520 E MAIN ST MUNCIE IN 47305 N/A PC GENERAL OPERATING COSTS 80000 MASTERWORKS CHORALE 520 EAST MAIN ST MUNCIE IN 47305 N/A PC EVENT PERFORMANCE 3500 YWCA OF CENTRAL INDIANA 310 EAST CHARLES ST MUNCIE IN 47305 N/A PC EMERGENCY SHELTER & C.O.T.S. PROGRAM 40000 IVY TECH FOUNDATION 4301 S COWAN ROAD MUNCIE IN 47302 N/A PC CAPITAL CAMPAIGN - MUNCIE CAMPUS & WORKMATTERS PROGRAM 479000 FELLOWSHIP OF CHRISTIAN ATHLETES 3201 N 600 W MUNCIE IN 47304 N/A PC STAFF PERSON SUPPORT 10000 MUSIC FOR ALL 39 W JACKSON PL SUITE 150 INDIANAPOLIS IN 46225 N/A PC SUMMER SYMPOSIUM SUPPORT 15000 BOYS & GIRLS CLUB OF MUNCIE 1710 S MADISON ST MUNCIE IN 47302 N/A PC OPERATIONS & PROGRAMMING; FACILITY CONDITION & NEEDS STUDY 150000 MUNCIE COMMUNITY SCHOOLS 4301 S COWAN RD MUNCIE IN 47302 N/A PC HIGH SCHOOL GRADUATION CAN;SOUTHSIDE MIDDLE SCHOOL ROBOTICS TEAM; G. CANADA EDUCATION SUMMIT & SUMMER SCHOOL INCENTIVE PROGRAM 804100 MUNCIE DOWNTOWN DEVELOPMENT PARTNERSHIP 120 W CHARLES ST MUNCIE IN 47305 N/A PC MUNCIE THREE TRAILS MUSIC SERIES 7500 RILEY CHILDRENS FOUNDATION 30 S MEREDIAN ST SUITE 200 INDIANAPOLIS IN 46204 N/A PC LUKE BRACKEN WIESE JUVENILE DIABETES RESEARCH 50000 SECOND HARVEST FOOD BANK 6621 N OLD STATE RD 3 MUNCIE IN 47303 N/A PC BIG IDEA INITIATIVE DELAWARE COUNTY 40000 YOUTH OPPORTUNITY CENTER FOUNDATION 3700 W KILGORE AVE MUNCIE IN 47304 N/A PC CHILD & FAMILY PSYCHOLOGY FELLOWSHIP 34000 COMMUNITY FOUNDATION OF MUNCIE & DE CO PO BOX 807 MUNCIE IN 47308 N/A PC FUNDERS FORUM 5000 COMMUNITY ENHANCEMENT PROJECTS 650 W MINNETRISTA BLVD MUNCIE IN 47303 N/A PC MUNCIE MEMORY SPIRAL 54000 MUNCIE CHILDRENS MUSEUM 515 S HIGH ST MUNCIE IN 47305 N/A PC DIRECTOR OF EDUCATION & EXHIBITS 25000 TEEN WORKS PO BOX 40177 INDIANAPOLIS IN 46240 N/A SO I YEAR-ROUND & SUMMER PROGRAMS 50000 MUNCIE ARTS & CULTURE COUNCIL 125 E CHARLES ST SUITE 202 MUNCIE IN 47305 N/A PC MATCHING FUNDS-ARTS & CULTURAL TRAIL 100000 MUNCIE INNOVATION CONNECTOR INC 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC SparkIT MUNCIE & CODING CONNECTOR 58500 WHITELY COMMUNITY COUNCIL PO BOX 665 MUNCIE IN 47308 N/A PC EXECUTIVE DIRECTOR SALARY 35000 YOUTH SYMPHONY ORCHESTRAS PO BOX 1463 MUNCIE IN 47308 N/A PC PARTNERSHIP PROGRAM WITH BALL STATE UNIVERSITY 10000 INSIDE OUT COMMUNITY DEVELOPMENT 300 N MADISON MUNCIE IN 47305 N/A PC FRESH DIRECTIONS - HOT MEALS FOR KIDS & MATCHING GRANT FUNDS 50400 YMCA OF MUNCIE 500 S MULBERRY ST MUNCIE IN 47305 N/A PC CAPITAL CAMPAIGN 415000 BALL STATE UNIVERSITY 2000 W UNIVERSITY AVE MUNCIE IN 47306 N/A PC SUPPORT FOR MIDDLETOWN STUDIES 5000 MOTIVATE OUR MINDS 2023 E HIGHLAND AVE MUNCIE IN 47303 N/A PC AFTER SCHOOL ENRICHMENT PROGRAM 40000 ROSS COMMUNITY CENTER 1110 W 10TH ST MUNCIE IN 47302 N/A PC EARLY CHILDHOOD & FAMILY PROGRAMS 30000 SHAFER LEADERSHIP ACADEMY 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC CREATION OF PARENT COUNCIL SOUTH VIEW 5000 INDIANA PHILANTHROPY ALLIANCE 32 E WASHINGTON ST STE 1100 INDIANAPOLIS IN 46204 N/A PC PARTICIPATION IN STATEWIDE ALLIANCE OF PHILANTHROPIC ORGANIZATIONS 9000 YOUTH FOR CHRIST MUNCIE AREA PO BOX 99 MUNCIE IN 47308 N/A PC JUVENILE JUSTICE MINISTRY AT YOC & CITY LIFE PROGRAM MATCH WITH MUNCIE COMMUNITY SCHOOLS 48750 MUNCIE ACTION PLAN 200 S HIGH ST MUNCIE IN 47302 N/A PC CVC NEIGHBORHOOD PLAYGROUND 5000 PROJECT LEADERSHIP INC 118 W 25TH ST MARION IN 46953 N/A PC HIGH SCHOOL GRADUATION CAN 40000 THE NATURE CONVSERVANCY IN INDIANA 620 E OHIO ST INDIANAPOLIS IN 46202 N/A PC UPPER WHITE RIVER WATERSHED PROJECT 70000 OPEN DOOR HEALTH SERVICES 333 S MADISON ST MUNCIE IN 47305 N/A PC 8TWELVE COALITION ACTION PLAN & OUTREACH COVERING KIDS & FAMILIES 43000 AWAKEN - MARRC PO BOX 515 YORKTOWN IN 47396 N/A PC CASEWORKER SUPPORT 5000 ECI CHAMBER ORCHESTRA 2104 N ALLISON RD MUNCIE IN 47304 N/A PC FREE CONCERTS FOR MUNCIE & DELAWARE COUNTY 4000 FIRST CHOICE FOR WOMEN 600 S TILLOTSON AVE MUNCIE IN 47304 N/A PC TODDLER MILESTONES INITIATIVE 5000 NONPROFIT SUPPORT NETWORK 203 S WALNUT ST MUNCIE IN 47305 N/A PC OPERATIONS EXPENSE SUPPORT 55000 ORCHESTRA INDIANA PO BOX 1236 MUNCIE IN 47308 N/A PC OPERATING COSTS 40000 5417036 MUNCIE COMMUNITY SCHOOLS 4301 S COWAN RD MUNCIE IN 47302 N/A PC CAN SUPPORT & LEADERSHIP RECOGNITION 10000 DELAWARE CO BY5 EARLY CHILDHOOD ED INIT 201 E JACKSON ST STE 400 MUNCIE IN 47305 N/A SO I CAN LEADERSHIP RECOGNITION 5000 MINNETRISTA CULTURAL FOUNDATION 1200 N MINNETRISTA PARKWAY MUNCIE IN 47303 N/A SO I GENERAL OPERATING/ CAPITAL PROJECTS 1110000 IVY TECH COMMUNITY COLLEGE MUNCIE 125 S HIGH ST MUNCIE IN 47305 N/A PC CAN LEADERSHIP RECOGNITION 5000 HEART OF INDIANA UNITED WAY 400 N HIGH ST STE 300 MUNCIE IN 47305 N/A PC CAN SUPPORT & LEADERSHIP RECOGNITION 10000 MUNCIE CIVIC THEATRE 216 E MAIN ST MUNCIE IN 47305 N/A PC SEASON PRODUCTIONS 150000 MUNCIE INNOVATION CONNECTOR INC 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC CAN LEADERSHIP RECOGNITION 5000 DELAWARE ADVANCEMENT CORPORATION PO BOX 842 MUNCIE IN 47308 N/A PC CAN LEADERSHIP RECOGNITION 5000 YMCA OF MUNCIE 500 S MULBERRY ST MUNCIE IN 47305 N/A PC CAN LEADERSHIP RECOGNITION 5000 OPEN DOOR HEALTH SERVICES 333 S MADISON ST MUNCIE IN 47305 N/A PC CAN LEADERSHIP RECOGNITION 5000 1310000 14 31298 14 2383670 18 3862778 3862778 2414968 6277746 false false false false false false false false false false BALL ASSOCIATES 119029 47612 0 71417 FEDERATED TOTAL RETURN BOND 2417939 2061817 COLUMBIA HIGH YIELD BOND 1109180 964663 VANGUARD SHORT TERM INVEST ADMIRAL 747625 696566 PUBLIC STORAGE PREF SER L 4.625% 150000 114660 VANGUARD TOTAL BOND MKT FD 584 2395428 2060851 AMERICAN TOWER TRUST 3.07% 3-23 250390 248600 APPLE INC SR NOTES 2.82% 2-23 251555 249312 AUTOZONE INC NOTES 3.125% 7-23 250750 247025 CIGNA CORP HLDG NOTE 3.0% 7-23 250386 247252 FEDERATED SH-INTERM TOT RETURN BOND 472449 443094 NORTHERN ULTRA-SHORT FIXED 204382 199826 MICROSOFT SR NOTES 2.875% 2-24 250000 245350 ROCKWELL COLLINS 3.2% 3-24 251075 245215 MARSH & MCLENNAN 3.5% 6-24 251316 244695 BURLINGTON NORTHERN 3.4% 8-24 252939 243997 APPLE INC SR NOTES 3.2% 5-25 402545 386812 VISA INC 3.15% 12-25 403316 385676 AMGEN INC 3.125% 5-25 248913 240090 GENERAL DYNAMICS 3.375% 5-23 301350 298329 NORTHERN TRUST 3.95% 10-25 253537 244965 OMNICOM GROUP 3.65% 11-24 297633 293961 SYSCO CORP 3.3% 7-26 490394 472215 AMERICAN WTR CAP CORP 2.95% 9-27 304287 277086 HERSHEY COMPANY 2.3% 8-26 301800 276021 LOWE'S COS 3.1% 5-27 306127 279804 OMNICOM GROUP 3.6% 4-26 244667 240213 AMGEN INC 2.2% 2-27 300000 269541 COSTCO WHOLESALE CORP 1.375% 6-27 253959 219313 TRUIST FINANCIAL SERIES 0 5.25% PFD 150000 127860 U.S. BANCORP SERIES L 3.75% PFD 150000 93000 CITIZENS BANK 2.25% 4-25 513645 466115 JPMORGAN CHASE BANK 1.2% 6-26 250000 217015 WASTE MANAGEMENT INC 3.15% 11-27 263435 233598 WALT DISNEY CO 2.2% 1-28 508439 445645 APPLE INC 1.2% 2-28 350000 297021 CHARLES SCHWAB CORP 2% 3-28 408151 351696 LOWE'S COS 1.3% 4-28 392720 332948 CITIGROUP INC 2% 10-28 400000 326308 EXXON MOBIL CORP 2.44% 8-29 515335 438225 VANGUARD HIYIELD CORP ADMIRAL 610000 529546 VANGUARD MORTGAGE BACKED SEC INDEX 1100000 940954 JPMORGAN CHASE CO PFD 4.625% 150000 113040 PUBLIC STORAGE PFD SER Q 3.95% 150000 98520 CHARLES SCHWAB CORP PFD 4.45% 150168 111000 US BANCORP SERIES 4.0% PFD 150000 97440 STRYKER CORP 2% 5-24 252370 244225 KLA CORP 256456 249362 ANALOG DEVICES SR NOTES 3.5% 12-26 385896 382168 PARKER HANNIFIN CORP 3.25% 6-29 490039 447660 REALTY INCOME CORP 3.25% 6-29 497000 446475 19 ALEXANDRIA REAL ESTATE 3.375% 8-31 231875 218983 DISCOVER BANK 3.5% 8-26 250000 241068 ACCENTURE PLC ADR 427277 1067360 ABBOTT LABS 134559 768530 AUTOMATIC DATA PROCESSING 242127 836010 BALL CORP 64306 6392500 CHEVRON CORP 96606 538470 CISCO SYSTEMS 448808 809880 DANAHER CORP 115634 610466 EXXON MOBIL 61680 496350 FIRST MERCHANTS CORP 33384 1027750 L3HARRIS TECHNOLOGIES INC 212048 936945 JOHNSON & JOHNSON 273631 794925 KIMBERLY CLARK 243323 420825 MICROSOFT CORPORATION 169154 1918560 MICROCHIP TECHNOLOGY 104818 562000 PEPSICO INC 94735 722640 T ROWE PRICE GROUP INC 100079 348992 PROCTOR & GAMBLE 124528 560772 STRYKER CORP 243669 806817 US BANCORP DEL 83673 130830 VERIZON COMMUNICATIONS 208582 197000 WAL-MART STORES 99103 638055 S&P 400 MIDCAP ETF SPDR 760457 1383719 RUSSELL 2000 INDEX ETF ISHARES 418961 921493 DODGE & COX INTERNATIONAL STOCK 1365000 1407993 VANGUARD INTL GROWTH 1678303 2144448 NORTHERN TR CORP 379046 530940 S&P 400 MIDCAP GROWTH ETF ISHARES 1438744 3510620 S&P 400 MIDCAP VALUE ETF ISHARES 1714060 4072320 VANGUARD FTSE ALL WORLD EXUS ETF 1153989 1153220 ALLIANT CORP 243643 496890 BECTON DICKINSON & CO 70044 254300 JM SMUCKER COMPANY 249114 475380 S&P SMALL CAP 600 CORE ETF ISHARES 290634 757120 S&P 600 SMALL CAP VALUE ETF ISHARES 619562 1552270 S&P 600 SMALL CAP GROWTH ETF ISHARES 435747 1512980 NORTHERN SMALL CAP VALUE 650000 1115564 HENRY JACK & ASSOCIATES 111625 614460 OMNICOM GROUP 505810 774915 MATERIALS SECTOR SPDR 730129 1087520 AMERICAN EUROPACIFIC GROWTH 1089921 1287892 MFS NEW DISCOVERY iNTL 689946 863073 APPLE COMPUTER INC 297043 1689090 HONEYWELL INTL INC 298163 921490 NUCOR CORP 119897 395430 NASDAQ BIOTECH INDEX ETF ISHARES 108783 590805 VANGUARD REIT INDEX ETF 1706403 2099116 AMERIPRISE FINANCIAL 325500 1089795 ALERIAN MLP ETF 163537 106596 OPPEN STEEL PATH MLP SEL 40 CL Y 336983 290331 TRUIST FINANCIAL 253588 301210 GENUINE PARTS CO 357568 728742 VANGUARD MIDCAP INDX ADMIRAL CLASS 1401492 2515423 VANGUARD SMALL CAP INDX ADMIRAL CL 995000 1658015 VANGUARD REIT INDX ADMIRAL CL 1837402 2127668 COSTCO COMPANIES 319185 776050 UNION PAC CORP 249966 559089 LOWE'S COMPANIES INC 428706 1055972 PFIZER INC 527454 819840 CHUBB LIMITED ADR 401110 796587 NORTHERN MIDCAP INDEX 1120000 1118598 ALPHABET 876260 1411680 HOME DEPOT INC 572614 979166 TJX COS INC 418891 875600 COMCAST CORP CLASS A 622557 559520 LAM RESEARCH CORP 250066 588420 LILLY ELI & CO 335498 1097520 AMERICAN TOWER CORP REIT 430278 423720 AMPHENOL CORPORATION 494404 807084 DISNEY WALT COMPANY 504596 347520 EDWARDS LIFESCIENCES CORP 493472 484965 NEXTERA ENERGY INC 412655 668800 VANGUARD S&P 500 7641498 9486180 VISA 816823 934920 AMAZON INC 1153367 688800 BLACKROCK INC 409870 513757 BROADCOM INC NPV 470218 698912 RAYTHEON TECHNOLOGIES 379105 585336 DIGITAL REALTY TRUST REIT 229789 165446 EQUINIX INC REIT 352333 327515 WCM FOCUSED INTL GROWTH FD 1028000 1060758 ADOBE SYSTEMS INC 348363 286050 EOG RESOURCES 570994 608744 LOCKHEED MARTIN CORP 448866 486490 CHARLES SCHWAB CORP 459025 499560 2200320 2091838 Furniture and Fixtures 19269 13863 5406 5406 DUES/FEES 3988 3988 FEES & ACTIVITIES 34559 34559 INSURANCE 12845 12845 SUPPLIES & SUNDRY 8169 1903 6266 CONSULTANT FEES 10500 0 0 10500 INVESTMENT FEES 324877 324877 0 0 FEDERAL TAXES 73645 FOREIGN TAXES ON DIVIDENDS 21348 21348