2019-10-07T14:24:17-07:00 2018-12-31 351138363 Ball Associates 222 S Mulberry Street Muncie IN 473052802 990PF 2018-01-01 356033917 GEORGE AND FRANCES BALL FOUNDATION GEOR P O BOX 1408 MUNCIE IN 47308 THOMAS J KINGHORN President 2019-10-07 true TAMARA S PHILLIPS CPA P01064437 7657415500 2018 2019-02-21 02:37:17Z X 103047001 X X 28670 28670 2473526 2473526 3580006 10469532 3580006 6082202 6082202 152745 152745 3158 3158 48612 48612 108336 108336 320079 320079 76260 28260 505 505 51218 51218 7256 7256 16163 16163 784332 473343 262989 5170000 5170000 5954332 473343 5432989 127870 5608859 1141197 2622302 2622302 777345 22867 777345 777345 2925956 1739853 1729306 52666836 49604559 77675921 18745173 20885466 20240492 11950 10315 706 1635 1635 1 75502735 75631161 103047001 2479 3035 2479 3035 X 31967307 31967307 43532949 43660819 75500256 75628126 75502735 75631161 75500256 127870 75628126 75628126 3580006 false 5224095 109626688 0.04765 4979606 101066491 0.04927 5014160 102884658 0.04874 4690491 103584311 0.04528 4349045 95724928 0.04543 0.236375 0.047275 111960591 5292937 56089 5349026 5432989 X 56089 56089 56089 74272 74272 X 18183 18183 false false false false true 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 true false false false false false 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 40.00 100470 36415 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 Secretary & Dir 1.00 0 THOMAS J KINGHORN PO BOX 1408 MUNCIE IN 47308 President 20.00 52275 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 Director 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 NONE NONE 113608124 57451 0 113665575 0 113665575 1704984 111960591 5598030 5598030 56089 56089 5541941 5541941 5541941 5432989 5432989 56089 5376900 5541941 4851411 5432989 4851411 0 581578 4960363 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 ESTABLISH ENDOWED SCHOLARSHIP PROGRAM 1000000 BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVE MUNCIE IN 47304 N/A PC ATHLETIC CAMPAIGN CARDINAL COMMITMENT 280637 BALL STATE UNIVERSITY FOUNDATION 2800 BETHEL AVE MUNCIE IN 47304 N/A PC EMENS AUDITORIUM COMPLETION OF 2ND FLOOR OUTDOOR TERRACE 125000 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 7500 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 CONSTRUCTION, REPAIRS & PROERTY ACQUISITION 75000 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 65000 RED-TAIL CONSERVANCY INC PO BOX 8 MUNCIE IN 47308 N/A PC OPERATIONS SUPPORT & MATCHING CHALLENGE GRANT 75000 UNITED WAY OF DELAWARE COUNTY INC PO BOX 968 MUNCIE IN 47308 N/A PC ADMINISTRATIVE OVERHEAD COSTS 175000 BOY SCOUTS OF AMERICA-CROSSROADS COUNCIL 7125 FALL CREEK RD N INDIANAPOLIS IN 46256 N/A PC SCOUTREACH & STEM SCOUT EXPLORING 45000 MUNCIE CIVIC THEATER 216 E MAIN STREET MUNCIE IN 47305 N/A PC UNDERWRITE SCRIPTS/ ROYALTIES/ MUSIC 69632 CORNERSTONE CENTER FOR THE ARTS 520 E MAIN ST MUNCIE IN 47305 N/A PC SUPPORT FOR ARTS EDUCATION PROGRAMS 100000 MASTERWORKS CHORALE 520 EAST MAIN ST MUNCIE IN 47305 N/A PC FALL CELEBRATION CONCERT 3500 UNITED NEGRO COLLEGE FUND 3737 N MERIDIAN ST STE 203 INDIANAPOLIS IN 46208 N/A PC OPERATIONS FOR MEMBER SCHOOLS 10000 YWCA OF MUNCIE 310 EAST CHARLES ST MUNCIE IN 47305 N/A PC EMERGENCY SHELTER PROGRAM 40000 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 10000 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 EXPAND AFTER-SCHOOL POWER HOUR PROGRAMMING 175000 CARDINAL GREENWAY 700 E WYSOR ST MUNCIE IN 47305 N/A PC TRAIL MAINTENANCE 100000 MUNCIE COMMUNITY SCHOOLS 1601 E 26TH ST MUNCIE IN 47302 N/A PC CAMP ADVENTURE 4TH GRADE DAY OF SCIENCE 9600 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 PEDIATRIC DIABETES RESEARCH - LUKE BRACKEN WIESE FUND 50000 SECOND HARVEST FOOD BANK 6621 N OLD STATE RD 3 MUNCIE IN 47303 N/A PC UPGRADE ACCOUNTING, INVENTORY & WAREHOUSE SOFTWARE 50000 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 SALARY, REMODELING, MARKETING & HURLEY C. GOODALL STATUE PROJECT 71000 MUNCIE CHILDRENS MUSEUM 515 S HIGH ST MUNCIE IN 47305 N/A PC RENT SUPPORT 35000 BALL STATE UNIVERSITY CENTER FOR MIDDLETOWN STUDIES MUNCIE IN 47306 N/A PC MIDDLETOWN STUDIES - STUDY OF GROWTH IN NON-PROFIT SOCIAL SERVICES AGENCIES 13979 KEUKA COLLEGE 141 CENTRAL AVE KEUKA PARK NY 14478 N/A PC STUDENT SCHOLARSHIPS 50000 MUNCIE ARTS & CULTURE COUNCIL 125 E CHARLES ST SUITE 202 MUNCIE IN 47305 N/A PC PLYSPACE WORKSHOP FURNITURE & EQUIPMENT 5000 MUNCIE INNOVATION CONNECTOR INC 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC EXPANSION - CODING CONNECTOR 45000 YOUTH SYMPHONY ORCHESTRAS OF ECI PO BOX 1463 MUNCIE IN 47308 N/A PC OVERTURE STRINGS PROGRAM 19000 AMERICAS HOMETOWN BAND 2112 W BERWYN RD MUNCIE IN 47304 N/A PC FUNDING TO ASSIST WITH THREE FREE PUBLIC CONCERTS 11375 INSIDE OUT COMMUNITY DEVELOPMENT 300 N MADISON MUNCIE IN 47305 N/A PC FRESH DIRECTIONS - HOT MEALS FOR KIDS 20000 BALL STATE UNIVERSITY SPONSORED PROJECTS ADMINISTRATION MUNCIE IN 47306 N/A PC ART EXHIBITION: J OTIS & WINIFRED BRADY ADAMS AT DAVID OWSLEY MUSEUM OF ART 35000 BALL STATE UNIVERSITY SPONSORED PROJECTS ADMINISTRATION MUNCIE IN 47306 N/A PC INDIANA ACADEMY MENTAL HEALTH SERVICES 33500 AMERICAN RED CROSS INDIANA REGION 1510 N MEREDIAN ST INDIANAPOLIS IN 46202 N/A PC NEXT GENERATION EMERGENCY RESPONSE VEHICLE 25000 BLACKFORD COUNTY HISTORICAL SOCIETY PO BOX 264 HARTFORD CITY IN 47348 N/A PC ADAPT GARAGE TO SUITABLE STORAGE SPACE 4807 BRIDGES COMMUNITY SERVICES INC 318 W 8TH ST MUNCIE IN 47302 N/A PC REPLACE FURNACE AND ROOFS 44000 COMMUNITY FOUNDATION OF MUNCIE & DE CO PO BOX 807 MUNCIE IN 47308 N/A PC LAND ACQUISITION - REBER NORTH PROPERTY PROJECT 155000 MID-INDIANA TRAILS 529 S GHARKEY ST MUNCIE IN 47305 N/A PC PRAIRIE CREEK MOUNTAIN BIKE TRAILS 20000 MOTIVATE OUR MINDS 2023 E HIGHLAND AVE MUNCIE IN 47303 N/A PC MOBILE COMPUTING LAB, TECH UPGRADES & TECHNOLOGY INSTRUCTION 53525 ROSS COMMUNITY CENTER 1110 W 10TH ST MUNCIE IN 47302 N/A PC NATURE ARTS PARK - COMPLETE GARDEN SPACES & WALKWAYS 75000 SHAFER LEADERSHIP ACADEMY 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC YOUTH DEVELOPMENT PROGRAM FOR SOUTHVIEW & GRISSOM NEIGHBORHOODS 60445 5170000 BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVE MUNCIE IN 47304 N/A PC SUPPORT FOR MUNCIE COMMUNITY SCHOOLS 1000000 DELAWARE CO BY5 EARLY CHILDHOOD ED INIT 201 E JACKSON ST STE 400 MUNCIE IN 47305 N/A SO I GENERAL OPERATIONS 200000 CARDINAL GREENWAYS 700 E WYSOR ST MUNCIE IN 47305 N/A PC TRAIL MAINTENANCE & REHABILITION OF GREENWAY 200000 MINNETRISTA CULTURAL FOUNDATION 1200 N MINNETRISTA PARKWAY MUNCIE IN 47303 N/A SO I NEW OAKHURST EXPERIENCE & GENERAL OPERATING/ CAPITAL PROJECTS 1200000 IVY TECH FOUNDATION 345 S HIGH ST MUNCIE IN 47305 N/A PC CAPITAL CAMPAIGN BUILDING PROJECT - MUNCIE CAMPUS 1600000 4200000 14 28670 14 2473526 18 3580006 6082202 6082202 false false false false false false false false false false BALL ASSOCIATES 108336 108336 0 0 FEDERATED TOTAL RETURN BOND 1535199 1459350 BECTON DICKINSON 3.25% 11-20 246801 248488 COLUMBIA HIGH YIELD BOND 1771530 1616466 VANGUARD TOTAL BOND MKT INDEX ETF 1238857 1188150 VANGUARD SHORT TERM INVEST ADMIRAL 2020410 1971882 MEDTRONIC SR NOTES 4-18 ORACLE CORP NOTES 1-19 249055 249940 TEXAS INSTRUMENTS 8-19 249179 247982 CHEVRON CORP 6-20 251200 248533 WAL-MART STORES 10-20 252690 252440 DISCOVER BANK CD 9-18 PUBLIC STORAGE PREF SER X 5.2% 150000 132300 JOHNSON & JOHNSON 3.55% 5-21 256543 252645 PEPSICO INC 3.0% 8-21 250248 250605 JM SMUCKER CO 3.5% 10-21 252511 250425 UNITED TECHNOLOGIES 3.1% 6-22 297372 293772 SHELL INTL FINANCE NOTES 2.375% 8-22 243933 243727 INTEL CORP 2.7% 12-22 246079 246243 COCA COLA 3.2% 11-23 248858 250778 VANGUARD TOTAL BOND MKT FD 584 1635269 1581211 XILINX INC SR NOTES 3.0% 3-21 253375 249117 APPLE INC GLOBAL SR NOTES 2.15% 2-22 248437 243750 NOVARTIS CAPITAL 2.4% 9-22 250125 244200 AMERICAN TOWER TRUST 3.07% 3-23 250390 246210 CIT BANK CD 2.05% 9-18 APPLE INC SR NOTES 2.82% 2-23 251555 246935 AUTOZONE INC NOTES 3.125% 7-23 255893 242815 EXPRESS SCRIPTS HLDG NOTE 3.0% 7-23 253119 240620 MEDTRONIC INC 3.625% 3-24 271325 252398 FEDERATED SH-INTERM TOT RETURN BOND 573043 556876 NATIXIS INTER DUR BOND CL Y 800000 761217 NORTHERN ULTRA-SHORT FIXED 610460 606087 ABBOTT LABS 2.8% 9-20 302707 298227 IBM CORP 2.5% 1-22 209958 204460 MICROSOFT SR NOTES 2.875% 2-24 250000 247642 ROCKWELL COLLINS 3.2% 3-24 254300 240752 MARSH & MCLENNAN 3.5% 6-24 255032 246258 BURLINGTON NORTHERN 3.4% 8-24 259993 250298 APPLE INC SR NOTES 3.2% 5-25 406909 393392 VISA INC 3.15% 12-25 407863 393076 CIT BANK CD 2.55% 1-22 250000 245113 AMGEN INC 248912 239200 GENERAL DYNAMICS 3.375% 5-23 301350 302076 IBM CORP 2.9% 11-21 398352 394588 MEDTRONIC INC 3.125% 3-22 199486 199236 NORTHERN TRUST 3.95% 10-25 258531 254680 OMNICOM GROUP 3.65% 11-24 297633 290571 SYSCO CORP 3.55% 3-25 394200 393900 SYSCO CORP 3.3% 7-26 479672 475830 UNION PACIFIC 2.25% 6-20 297112 296031 ACCENTURE PLC ADR 463953 705050 AT&T INC 75354 256860 ABBOTT LABS 170558 650970 AUTOMATIC DATA PROCESSING 39099 380248 BALL CORP 68936 6161320 CHEVRON CORP 109549 369886 CISCO SYSTEMS 357608 660783 COLGATE PALMOLIVE CO 130220 238080 CONOCOPHILLIPS DANAHER CORP 101076 536224 EXXON MOBIL 61680 306855 FIRST MERCHANTS CORP 33384 856750 HARRIS CORP DEL 230795 673250 JOHNSON & JOHNSON 42901 387150 KIMBERLY CLARK 35897 170910 MICROSOFT CORPORATION 190946 914130 MICROCHIP TECHNOLOGY 132709 359600 ORACLE CORP 240601 541800 PEPSICO INC 94735 441920 T ROWE PRICE GROUP INC 242323 710864 PROCTOR & GAMBLE 60767 367680 SCHLUMBERGER LTD 165932 227304 STRYKER CORP 243669 517275 US BANCORP DEL 243518 411300 UNITED TECHNOLOGIES 47480 447216 VECTREN CORP VERIZON COMMUNICATIONS 141560 354186 WAL-MART STORES 42229 372600 ARTISAN MID CAP VALUE FUND 1463351 1330442 NUVEEN MIDCAP GROWTH 1462871 1353838 S&P 400 MIDCAP SPDR 316395 643174 ISHARES RUSSELL 2000 600084 1042411 DODGE & COX INTERNATIONAL STOCK 1365000 1205498 VANGUARD INTL GROWTH 2241814 2567219 NORTHERN TR CORP 379046 501540 S&P 400 MIDCAP GROWTH ISHARES 2227405 4033041 S&P 400 MIDCAP VALUE ISHARES 2522677 4253955 VANGUARD FTSE ALL WORLD EXUS ETF 3253112 3202679 ALLIANT CORP 128821 338000 APACHE CORP 257288 78750 BECTON DICKINSON & CO 178396 540768 DONALDSON INC 82264 260340 ECOLAB INC 80731 368375 MDU RES GROUP INC 207753 238400 JM SMUCKER COMPANY 325386 336564 3M COMPANY 205798 495404 VF CORP 153601 527916 S&P SMALL CAP 600 CORE 523613 1084165 S&P 600 SMALL CAP VALUE ISHARES 1102271 2150474 S&P 600 SMALL CAP GROWTH ISHARES 908044 2252973 NORTHERN SMALL CAP VALUE 650000 1114946 HENRY JACK & ASSOCIATES 193622 759120 OMNICOM GROUP 359006 512680 MATERIALS SECTOR SPDR 216585 252600 FRANKLIN SMALL CAP VALUE 970644 897857 AMERICAN EUROPACIFIC GROWTH 1200000 1312235 MFS NEW DISCOVERY iNTL 1165000 1410988 APPLE COMPUTER INC 407067 678282 HONEYWELL INTL INC 341113 660600 NUCOR CORP 119897 155430 QUALCOMM INCORPORATED NASDAQ BIOTECH INDEX ETF ISHARES 145044 578580 VANGUARD REIT INDEX ETF 1706403 1897807 ABBVIE INC AMERISOURCE-BERGEN CORP AMERIPRISE FINANCIAL 472218 490539 OCCIDENTAL PETE 318925 214830 CONSUMER STAPLES SECTOR ETF SPDR 963310 1035912 INVESCO EX S&P 500 EQ WGHT ETF 2791381 3468813 ALERIAN MLP ETF 372356 253170 OPPEN STEEL PATH MLP SEL 40 CL Y 357017 311900 BB & T CORP 403255 463524 BROWN & BROWN INC GENUINE PARTS CO 426647 480100 NATIONAL OILWELL VARCO PEOPLE'S UNITED FINANCIAL 369601 346320 ULTA SALON COS & FRAG UNITED PARCEL SERVICE VANGUARD MIDCAP INDX ADMIRAL CLASS 1800000 2226324 VANGUARD SMALL CAP INDX ADMIRAL CL 995000 1192134 VANGUARD REIT INDX ADMIRAL CL 1837401 1924678 COSTCO COMPANIES 354042 488904 CULLEN FROST BANKERS 236792 263820 HALLIBURTON CO 138127 93030 POLARIS INDS INC UNION PAC CORP 249966 373221 XILINX INC 350088 579156 MEDTRONIC INC ADR 442755 536664 CORNING INC 246040 377625 FORTIVE CORP 64983 243576 HUNTINGTON BANCSHARES INC LOWE'S COMPANIES INC 345013 415620 PFIZER INC 395532 523800 TRAVELERS INC 450003 467025 CHUBB LIMITED ADR 401110 466469 NORTHERN MIDCAP INDEX 670000 556209 ALPHABET 683693 679224 HOME DEPOT INC 467433 446732 STERICYCLE INC TJX COS INC 418891 492140 VANGUARD SELECTED VALUE 200000 136574 BAXTER INTERNATIONAL INC 72210 65820 CARNIVAL CORP 193577 147900 CHECKPOINT SOFTWARE TECH ADR 308681 287420 COGNIZANT TECHNOLOGY 155552 126960 COMCAST CORP CLASS A 96468 102150 LAM RESEARCH CORP 115600 108936 LILLY ELI & CO 213311 231440 293016 287675 1446837 1441631 Furniture and Fixtures 11950 10315 1635 1635 Rounding 1 DUES/FEES 7487 7487 FEES & ACTIVITIES 3093 3093 INSURANCE 3324 3324 SUPPLIES & SUNDRY 2259 2259 CONSULTING SERVICES 19055 19055 0 0 INVESTMENT FEES 301024 301024 0 0 FEDERAL TAXES 48000 FOREIGN TAXES ON DIVIDENDS 28260 28260