2020-11-10T05:18:10-08:00 2019-12-31 351138363 Ball Associates 222 S Mulberry Street Muncie IN 473052802 990PF 2019-01-01 356033917 GEORGE AND FRANCES BALL FOUNDATION GEOR P O BOX 1408 MUNCIE IN 47308 THOMAS J KINGHORN President 2020-11-10 true TAMARA S PHILLIPS CPA P01064437 7657415500 2019 2021-04-22 16:20:28Z X 121123682 X X 48115 48115 2466882 2466882 3024529 10200786 3024529 5539526 5539526 75809 75809 107833 107833 23235 23235 115323 115323 296303 296303 74038 28038 1592 1592 50301 50301 10006 10006 3596 3596 18961 17916 1045 776997 459172 271825 5322214 5322214 6099211 459172 5594039 -559685 5080354 2622302 1490649 1490649 24148 777345 24148 24148 1739853 2167948 2210831 49604559 51038101 96639234 20885466 20344035 20750889 15273 7342 1635 7931 7931 1 75631161 75072812 121123682 3035 4371 3035 4371 X 31967307 31967307 43660819 43101134 75628126 75068441 75631161 75072812 75628126 -559685 75068441 75068441 3024529 false 5376900 111960591 0.04803 5224095 109626688 0.04765 4979606 101066491 0.04927 5014160 102884658 0.04874 4690491 103584311 0.04528 0.238967 0.047793 115972787 5542687 50804 5593491 5594039 X 50804 50804 50804 64183 64183 X 13379 13379 false false false false true 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 true false false false false false false false false false false false false false false false false false THOMAS C BRACKEN PO BOX 1408 MUNCIE IN 47308 2nd Vice Chair 1.00 2805 281 JOSEPH F WIESE PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 STEFAN S ANDERSON PO BOX 1408 MUNCIE IN 47308 Chair, Director 3.00 0 JOAN H McKEE PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 THOMAS J KINGHORN PO BOX 1408 MUNCIE IN 47308 President 20.00 73004 7300 ROBERT M SMITSON PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 JON H MOLL PO BOX 1408 MUNCIE IN 47308 Vice Chair &Dir 2.00 0 RONALD K FAUQUHER PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 MARIANNE L VORHEES PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 NORMAN E BECK PO BOX 1408 MUNCIE IN 47308 Secretary 1.00 0 TAMARA S PHILLIPS PO BOX 1408 MUNCIE IN 47308 Treasurer 8.00 0 MICHAEL B GALLIHER PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 CAROL E SEALS PO BOX 1408 MUNCIE IN 47308 Asst Treasurer 4.00 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 68400 NONE 117654135 84735 0 117738870 0 117738870 1766083 115972787 5798639 5798639 50804 50804 5747835 5747835 5747835 5594039 5594039 50804 5543235 5747835 4960363 5594039 4960363 0 633676 5114159 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 BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVE MUNCIE IN 47304 N/A PC ATHLETIC CAMPAIGN CARDINAL COMMITMENT 506959 CHRISTIAN MINISTRIES OF DELAWARE COUNTY PO BOX 1088 MUNCIE IN 47308 N/A PC EMERGENCY MEN'S SLEEPING ROOM 30000 COLLEGE MENTORS FOR KIDS 212 W 10TH STREET INDIANAPOLIS IN 46202 N/A PC BSU CHAPTER PROGRAM EXPENSES & EXPANSION TO SOUTH VIEW 12500 DELAWARE ADVANCEMENT CORPORATION PO BOX 842 MUNCIE IN 47308 N/A PC VISION 2021 60000 ECI REGIONAL PARTNERSHIP PO BOX 1912 MUNCIE IN 47308 N/A PC OPERATIONAL SUPPORT 75000 GREATER MUNCIE IN HABITAT FOR HUMANITY PO BOX 1119 MUNCIE IN 47308 N/A PC HOUSING PROGRAM 70000 MINNETRISTA CULTURAL FOUNDATION INC 1200 N MINNETRISTA PARKWAY MUNCIE IN 47303 N/A SO I OPERATIONS/ CAPITAL PROJECTS & NEW OAKHURST EXPERIENCE 1210000 MUNCIE SYMPHONY ORCHESTRA 1419 WEST MARSH STREET MUNCIE IN 47306 N/A PC CLASSICAL SERIES, PICNIC AND POPS & MUSIC ON THE MOVE 63500 RED-TAIL CONSERVANCY INC PO BOX 8 MUNCIE IN 47308 N/A PC OPERATIONS SUPPORT & MATCHING CHALLENGE GRANT 60000 UNITED WAY DELAWARE HENRY & RANDOLPH PO BOX 968 MUNCIE IN 47308 N/A PC ADMINISTRATIVE OVERHEAD COSTS DELAWARE CO 175000 MUNCIE CIVIC THEATER 216 E MAIN STREET MUNCIE IN 47305 N/A PC UNDERWRITE SCRIPTS/ ROYALTIES/ MUSIC 82030 CORNERSTONE CENTER FOR THE ARTS 520 E MAIN ST MUNCIE IN 47305 N/A PC SUPPORT FOR ARTS EDUCATION PROGRAMS 90000 MASTERWORKS CHORALE 520 EAST MAIN ST MUNCIE IN 47305 N/A PC FALL CELEBRATION CONCERT 3500 IVY TECH FOUNDATION 4301 S COWAN ROAD MUNCIE IN 47302 N/A PC CAPITAL CAMPAIGN - MUNCIE CAMPUS 400000 FELLOWSHIP OF CHRISTIAN ATHLETES 3201 N 600 W MUNCIE IN 47304 N/A PC STAFF PERSON SUPPORT 5000 MUSIC FOR ALL 39 W JACKSON PL SUITE 150 INDIANAPOLIS IN 46225 N/A PC SUMMER SYMPOSIUM 40000 BOYS & GIRLS CLUB OF MUNCIE 1710 S MADISON ST MUNCIE IN 47302 N/A PC OUT OF SCHOOL PROGRAMS 110000 CARDINAL GREENWAY 700 E WYSOR ST MUNCIE IN 47305 N/A PC TRAIL MAINTENANCE 200000 MUNCIE COMMUNITY SCHOOLS 1601 E 26TH ST MUNCIE IN 47302 N/A PC CAMP ADVENTURE DOCK PURCHASE 6850 MUNCIE DOWNTOWN DEVELOPMENT PARTNERSHIP 120 W CHARLES ST MUNCIE IN 47305 N/A PC MUNCIE THREE TRAILS MUSIC SERIES 15000 RILEY CHILDRENS FOUNDATION 30 S MEREDIAN ST SUITE 200 INDIANAPOLIS IN 46204 N/A PC PEDIATRIC DIABETES RESEARCH - LUKE BRACKEN WIESE FUND 50000 YOUTH OPPORTUNITY CENTER FOUNDATION 3700 W KILGORE AVE MUNCIE IN 47304 N/A PC REPLACE & EXPAND WI-FI ACCESS & OTHER COUNTIES SUPPORT MATCHING GRANT 50265 COMMUNITY FOUNDATION OF MUNCIE & DE CO PO BOX 807 MUNCIE IN 47308 N/A PC FUNDERS FORUM 5000 DELAWARE CO BY5 EARLY CHILDHOOD ED INIT 201 E JACKSON ST STE 400 MUNCIE IN 47305 N/A SO I GENERAL OPERATIONS 100000 DELAWARE COUNTY HISTORICAL SOCIETY 120 E WASHINGTON ST MUNCIE IN 47305 N/A PC EXECUTIVE DIRECTOR & PART TIME POSITION SALARY 25000 TEEN WORKS PO BOX 40177 INDIANAPOLIS IN 46240 N/A SO I PROGRAM EXPENSES MUNCIE TEENS EMPLOYMENT 50000 HILLCROFT SERVICES 114 E STREETER AVE MUNCIE IN 47303 N/A PC BUILDING PROJECTS FOR CONSOLIDATION 200000 MUNCIE INNOVATION CONNECTOR INC 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC CODING CONNECTOR INITIATIVE PHASE 3 29000 WHITELY COMMUNITY COUNCIL PO BOX 665 MUNCIE IN 47308 N/A PC OPERATIONS & PROFESSIONAL DEVELOPMENT 40000 YOUTH SYMPHONY ORCHESTRAS PO BOX 1463 MUNCIE IN 47308 N/A PC PARTNERSHIP PROGRAM 10000 BOY SCOUTS OF AMERICA-CROSSROADS COUNCIL 7125 FALL CREEK RD N INDIANAPOLIS IN 46256 N/A PC CAPITAL PROJECTS - 4 FLAGSHIP CAMPS 100000 AMERICAS HOMETOWN BAND 2112 W BERWYN RD MUNCIE IN 47304 N/A PC OPERATIONAL SUPPORT 5000 BALL STATE UNIVERSITY 2000 W UNIVERSITY AVE MUNCIE IN 47306 N/A PC SUPPORT FOR MUNCIE COMMUNITY SCHOOLS 335000 BIG BROTHERS BIG SISTERS PO BOX 876 MUNCIE IN 47308 N/A PC ONE-TO-ONE MENTORING PROGRAM 30000 INSIDE OUT COMMUNITY DEVELOPMENT 300 N MADISON MUNCIE IN 47305 N/A PC FRESH DIRECTIONS - HOT MEALS FOR KIDS 20000 YMCA OF CENTRAL INDIANA 500 S MULBERRY ST MUNCIE IN 47305 N/A PC ER SHELTER & COTS STAY PROGRAMS 40000 BRIDGES COMMUNITY SERVICES INC 318 W 8TH ST MUNCIE IN 47302 N/A PC TECH UPGRADE & PROFESSIONAL DEVELOPMENT 8000 MOTIVATE OUR MINDS 2023 E HIGHLAND AVE MUNCIE IN 47303 N/A PC EDUCATIONAL ENRICHMENT PROGRAMS 30000 ROSS COMMUNITY CENTER 1110 W 10TH ST MUNCIE IN 47302 N/A PC YOUTH & COMMUNITY ENGAGEMENT PROGRAMS 30000 ARTS PLACE INC PO BOX 804 PORTLAND IN 47371 N/A PC CAPITAL CAMPAIGN - PHASE II 10000 BENEFICENCE FAMILY SCHOLARS 125 E CHARLES ST MUNCIE IN 47305 N/A PC OPERATING EXPENSES 28000 DELAWARE COMMUNITY SCHOOL CORPORATI 9750 N CR 200 E MUNCIE IN 47303 N/A PC MATCHING GRANT FOR BAND UNIFORMS 25000 EXPONENT PHILANTHROPY 1720 N STREET NW WASHINGTON DC 20036 N/A PC GENERAL OPERATIONS & STRATEGIC PLAN 500 HUFFER MEMORIAL CHILDRENS CENTER 2000 N ELGIN ST MUNCIE IN 47303 N/A PC ESTABLISHMENT OF PRE-K CLASSROOM AT LONGFELLOW SCHOOL 45690 INDIANA PHILANTHROPY ALLIANCE 32 E WASHINGTON ST STE 1100 INDIANAPOLIS IN 46204 N/A PC PARTICIPATION IN STATEWIDE ALLIANCE OF PHILANTHROPIC ORGANIZATIONS 7920 YOUTH FOR CHRIST MUNCIE AREA PO BOX 99 MUNCIE IN 47308 N/A PC NEW MENTORING PROGRAM AT YOUTH OPPORTUNITY CENTER 32500 5322214 BALL STATE UNIVERSITY FOUNDATION PO BOX 672 MUNCIE IN 47306 N/A PC ENDOWED SCHOLARSHIP FUND - MATCHING GRANT 3200000 DELAWARE COUNTY HISTORICAL SOCIETY 120 E WASHINGTON ST MUNCIE IN 47305 N/A PC MATCHING GRANT 10000 BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVE MUNCIE IN 47304 N/A PC WOMEN OF BALL FAMILY FUND 10000 MINNETRISTA CULTURAL FOUNDATION 1200 N MINNETRISTA PARKWAY MUNCIE IN 47303 N/A SO I GENERAL OPERATING/ CAPITAL PROJECTS 1110000 UNITED WAY DELAWARE HENRY & RANDOLPH CO 400 N HIGH ST STE 300 MUNCIE IN 47305 N/A PC MATCHING CHALLENGE GRANT IN HENRY/RANDOLPH COUNTIES 5000 4335000 14 48115 14 2466882 18 3024529 5539526 5539526 false false false false false false false false false false BALL ASSOCIATES 115323 115323 0 0 FEDERATED TOTAL RETURN BOND 1735199 1747595 BECTON DICKINSON 3.25% 11-20 248470 252342 COLUMBIA HIGH YIELD BOND 1771530 1796741 VANGUARD TOTAL BOND MKT INDEX ETF 1238857 1257900 VANGUARD SHORT TERM INVEST ADMIRAL 1570562 1576237 CHEVRON CORP 6-20 251200 250540 WAL-MART STORES 10-20 252690 252990 PUBLIC STORAGE PREF SER X 5.2% 150000 151860 JOHNSON & JOHNSON 3.55% 5-21 253739 255877 PEPSICO INC 3.0% 8-21 250248 254983 JM SMUCKER CO 3.5% 10-21 251598 256453 UNITED TECHNOLOGIES 3.1% 6-22 297372 307812 SHELL INTL FINANCE NOTES 2.375% 8-22 245588 253480 INTEL CORP 2.7% 12-22 247080 256200 COCA COLA 3.2% 11-23 248858 262225 VANGUARD TOTAL BOND MKT FD 584 1635269 1671998 XILINX INC SR NOTES 3.0% 3-21 253375 253175 APPLE INC GLOBAL SR NOTES 2.15% 2-22 248437 252122 NOVARTIS CAPITAL 2.4% 9-22 250125 254033 AMERICAN TOWER TRUST 3.07% 3-23 250390 253277 APPLE INC SR NOTES 2.82% 2-23 251555 257150 AUTOZONE INC NOTES 3.125% 7-23 254607 257347 EXPRESS SCRIPTS HLDG NOTE 3.0% 7-23 252436 255460 MEDTRONIC INC 3.625% 3-24 271325 265140 FEDERATED SH-INTERM TOT RETURN BOND 372449 372091 NATIXIS INTER DUR BOND CL Y 800000 793917 NORTHERN ULTRA-SHORT FIXED 112506 113267 IBM CORP 2.5% 1-22 209958 212463 MICROSOFT SR NOTES 2.875% 2-24 250000 259415 ROCKWELL COLLINS 3.2% 3-24 253494 260203 MARSH & MCLENNAN 3.5% 6-24 254103 262638 BURLINGTON NORTHERN 3.4% 8-24 258229 264442 APPLE INC SR NOTES 3.2% 5-25 405818 422676 VISA INC 3.15% 12-25 406726 422904 CIT BANK CD 2.55% 1-22 250000 254210 AMGEN INC 248912 260840 GENERAL DYNAMICS 3.375% 5-23 301350 313470 IBM CORP 2.9% 11-21 398352 407420 NORTHERN TRUST 3.95% 10-25 257283 272168 OMNICOM GROUP 3.65% 11-24 297633 317094 SYSCO CORP 3.55% 3-25 394200 425940 SYSCO CORP 3.3% 7-26 482352 527280 UNION PACIFIC 2.25% 6-20 299037 300324 AMERICAN WTR CAP CORP 2.95% 9-27 304287 306666 HERSHEY COMPANY 2.3% 8-26 301800 303036 LOWE'S COS 3.1% 5-27 310369 310227 MORGAN STANLEY PRIVATE BK 2.45% 12-20 250000 251843 OMNICOM GROUP 3.6% 4-26 244667 263418 ACCENTURE PLC ADR 463953 1052850 AT&T INC 61958 289192 ABBOTT LABS 161791 738310 AUTOMATIC DATA PROCESSING 39099 494450 BALL CORP 68936 8665780 CHEVRON CORP 96606 361530 CISCO SYSTEMS 357608 731390 DANAHER CORP 80600 644616 EXXON MOBIL 61680 314010 FIRST MERCHANTS CORP 33384 1039750 L3HARRIS TECHNOLOGIES INC 230795 989350 JOHNSON & JOHNSON 42901 437610 KIMBERLY CLARK 35897 206325 MICROSOFT CORPORATION 190946 1419300 MICROCHIP TECHNOLOGY 104818 418880 ORACLE CORP 240601 635760 PEPSICO INC 94735 546680 T ROWE PRICE GROUP INC 146991 572648 PROCTOR & GAMBLE 45575 374700 SCHLUMBERGER LTD 101977 144720 STRYKER CORP 243669 692802 US BANCORP DEL 83674 177870 UNITED TECHNOLOGIES 47480 628992 VERIZON COMMUNICATIONS 109947 276300 WAL-MART STORES 42229 475360 ARTISAN MID CAP VALUE FUND 1463351 1480894 NUVEEN MIDCAP GROWTH 997622 1111512 S&P 400 MIDCAP ETF SPDR 316395 797683 RUSSELL 2000 INDEX ETF ISHARES 600084 1289741 DODGE & COX INTERNATIONAL STOCK 1365000 1423997 VANGUARD INTL GROWTH 2241814 3331033 NORTHERN TR CORP 379046 637440 S&P 400 MIDCAP GROWTH ETF ISHARES 2227405 5021740 S&P 400 MIDCAP VALUE ETF ISHARES 2394262 4908487 VANGUARD FTSE ALL WORLD EXUS ETF 3253112 3776744 ALLIANT CORP 272114 601920 BECTON DICKINSON & CO 178396 652728 DONALDSON INC 82264 345720 ECOLAB INC 80731 482475 MDU RES GROUP INC 207753 297100 JM SMUCKER COMPANY 325386 374868 3M COMPANY 158863 370482 VF CORP 79872 617892 S&P SMALL CAP 600 CORE ETF ISHARES 523613 1311414 S&P 600 SMALL CAP VALUE ETF ISHARES 1102271 2622648 S&P 600 SMALL CAP GROWTH ETF ISHARES 908044 2699434 NORTHERN SMALL CAP VALUE 650000 1273252 HENRY JACK & ASSOCIATES 160823 728350 OMNICOM GROUP 359006 567140 MATERIALS SECTOR SPDR 297332 393088 FRANKLIN SMALL CAP VALUE 970644 1067689 AMERICAN EUROPACIFIC GROWTH 1200000 1620498 MFS NEW DISCOVERY iNTL 1165000 1686095 APPLE COMPUTER INC 407067 1262695 HONEYWELL INTL INC 341113 885000 NUCOR CORP 119897 168840 NASDAQ BIOTECH INDEX ETF ISHARES 145044 723060 VANGUARD REIT INDEX ETF 1706403 2361506 AMERIPRISE FINANCIAL 472218 782926 CONSUMER STAPLES SECTOR ETF SPDR 391756 466052 INVESCO EX S&P 500 EQ WGHT ETF 1354474 2025100 ALERIAN MLP ETF 372356 246500 OPPEN STEEL PATH MLP SEL 40 CL Y 357017 303704 TRUIST FINANCIAL 403255 602624 GENUINE PARTS CO 426647 531150 PEOPLE'S UNITED FINANCIAL 369601 405600 VANGUARD MIDCAP INDX ADMIRAL CLASS 1800000 2872198 VANGUARD SMALL CAP INDX ADMIRAL CL 995000 1496437 VANGUARD REIT INDX ADMIRAL CL 1837402 2395470 COSTCO COMPANIES 347989 558448 CULLEN FROST BANKERS 236792 293340 UNION PAC CORP 249966 488133 XILINX INC 350088 664836 MEDTRONIC INC ADR 442755 669355 CORNING INC 246040 363875 LOWE'S COMPANIES INC 412604 622752 PFIZER INC 395532 470160 TRAVELERS INC 450003 534105 CHUBB LIMITED ADR 401110 562088 NORTHERN MIDCAP INDEX 1120000 1166891 ALPHABET 717535 904088 HOME DEPOT INC 549679 655140 TJX COS INC 418891 671660 VANGUARD SELECTED VALUE 200000 164581 BAXTER INTERNATIONAL INC 391866 418100 CARNIVAL CORP 527125 482885 CHECKPOINT SOFTWARE TECH ADR 308681 310688 COGNIZANT TECHNOLOGY 155552 124040 COMCAST CORP CLASS A 492665 562125 LAM RESEARCH CORP 206638 380120 LILLY ELI & CO 388826 460005 AMERICAN TOWER CORP REIT 323153 344730 AMPHENOL CORPORATION 320873 357159 DISNEY WALT COMPANY 467211 535131 EDWARDS LIFESCIENCES CORP 299273 349935 NEXTERA ENERGY INC 353776 435888 VALERO ENERGY 286418 327775 VANGUARD S&P 500 979351 1035300 VISA 350406 375800 1477820 1520689 690128 690142 Furniture and Fixtures 15273 7342 7931 7931 DUES/FEES 1773 1773 FEES & ACTIVITIES 7936 6891 1045 INSURANCE 4306 4306 SUPPLIES & SUNDRY 4946 4946 INVESTMENT FEES 296303 296303 0 0 FEDERAL TAXES 46000 FOREIGN TAXES ON DIVIDENDS 28038 28038