2025-11-13T13:08:42-08:00 2024-12-31 351138363 Ball Associates 222 S Mulberry Street Muncie IN 47305 990PF 2024-01-01 356033917 GEORGE AND FRANCES BALL FOUNDATION GEOR P O BOX 1408 MUNCIE IN 47308 THOMAS J KINGHORN President 2025-11-13 true true TAMARA S PHILLIPS CPA P01064437 7657415500 2024 2025-03-06 01:10:19Z X 134392684 X X 102 102 2937818 2937818 17152246 36058414 17152246 2982 4285 20093148 20094451 134808 8912 125896 241629 1155 240474 81588 1788 79800 204056 81622 122434 402357 344957 57400 7800 7800 377777 42431 2464 2464 70420 70420 49790 1674 48116 575 575 118373 42930 75443 1691637 535733 820558 5010497 5010497 6702134 535733 5831055 13391014 19558718 1618559 1776014 1768969 35684 35684 35684 5233933 13033192 12795738 48764368 55232701 101416319 20366363 19042577 17803582 491501 566261 23494 17363 7469 6131 6131 1 75990692 89617801 134392684 15201 1296 15201 1296 X 31967307 32217307 44008184 57399198 75975491 89616505 75990692 89617801 75975491 13391014 250000 89616505 89616505 17152246 271866 271866 271866 294690 294690 X 22824 22824 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 JAMES R WILLIAMS PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 THOMAS J KINGHORN PO BOX 1408 MUNCIE IN 47308 President & CEO 32.00 134808 13481 MARK K HARDWICK PO BOX 1408 MUNCIE IN 47308 Director 1.00 0 JON H MOLL PO BOX 1408 MUNCIE IN 47308 Chairman, Direc 3.00 0 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 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 108870 15543 KELSEY HARRINGTON PO BOX 1408 MUNCIE IN 47308 PROGRAM ASSOCIATE 40.00 91282 20031 BALL ASSOCIATES 222 S MULBERRY STREET MUNCIE IN 47305 PROFESSIONAL SERVICES 204056 FIRST MERCHANTS PRIVATE WEALTH 200 EAST JACKSON STREET MUNCIE IN 47305 INVESTMENT MANAGEMENT 344957 132917741 226855 0 133144596 0 133144596 1997169 131147427 6557371 6557371 271866 271866 6285505 6285505 6285505 5831055 5831055 6285505 5519956 5831055 5519956 0 311099 5974406 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 PERFORMING ARTS CENTER 400000 CHRISTIAN MINISTRIES OF DELAWARE COUNTY PO BOX 1088 MUNCIE IN 47308 N/A PC EMERGENCY MEN'S SLEEPING ROOM & SHELTER'S SECURITY SYSTEM 34000 COLLEGE MENTORS FOR KIDS 212 W 10TH STREET INDIANAPOLIS IN 46202 N/A PC BSU CHAPTER PROGRAM SCHOOL ACTIVITIES 15000 DELAWARE ADVANCEMENT CORPORATION PO BOX 842 MUNCIE IN 47308 N/A PC SUPPORT VISION 2027 PLAN IMPLEMENTATION; CAN LEADERSHIP APPRECIATION 65000 ECI REGIONAL PARTNERSHIP PO BOX 1912 MUNCIE IN 47308 N/A PC GENERAL OPERATING EXPENSES 65000 GREATER MUNCIE IN HABITAT FOR HUMANITY PO BOX 1119 MUNCIE IN 47308 N/A PC HOUSING PROGRAM 85000 MINNETRISTA CULTURAL FOUNDATION INC 1200 N MINNETRISTA PARKWAY MUNCIE IN 47303 N/A SO I OPERATIONS/ CAPITAL PROJECTS 1110000 RED-TAIL CONSERVANCY INC PO BOX 8 MUNCIE IN 47308 N/A PC OPERATIONS SUPPORT & MATCHING CHALLENGE GRANT 65000 HEART OF INDIANA UNITED WAY PO BOX 968 MUNCIE IN 47308 N/A PC ADMINISTRATIVE OVERHEAD COSTS; THIRD GRADE READING C2C CAN; CAN SUPPORT & RECOGNITION; GOOD ATTENDANCE CAMPAIGN 291500 MUNCIE CIVIC THEATRE 216 E MAIN STREET MUNCIE IN 47305 N/A PC UNDERWRITE SCRIPTS/ ROYALTIES/ MUSIC FOR SEASON PRODUCTIONS; 89397 CORNERSTONE CENTER FOR THE ARTS 520 E MAIN ST MUNCIE IN 47305 N/A PC GENERAL OPERATING COSTS 90000 MASTERWORKS CHORALE 520 E MAIN ST MUNCIE IN 47305 N/A PC MIDDLE SCHOOL CHOIR INVITATIONAL 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 125 S HIGH ST MUNCIE IN 47302 N/A PC MENTORING/TUTORING MIDDLE GRADE MATH CAN; 21ST CENTURY SCHOLAR 7000 FELLOWSHIP OF CHRISTIAN ATHLETES 3201 N 600 W MUNCIE IN 47304 N/A PC STAFF/EXPENSE SUPPORT 10000 MUSIC FOR ALL 39 W JACKSON PL SUITE 150 INDIANAPOLIS IN 46225 N/A PC SUMMER SYMPOSIUM SUPPORT 25000 BOYS & GIRLS CLUB OF MUNCIE 1710 S MADISON ST MUNCIE IN 47302 N/A PC OPERATIONS & PROGRAMMING: OUT OF SCHOOL PROGRAMS & MIDDLE GRADE MATH CAN 175000 CARDINAL GREENWAYS 700 E WYSOR ST MUNCIE IN 47305 N/A PC MATCHING SUPPORT & TRAIL GAP WORK WITH TAYLOR UNIVERSITY 60000 MUNCIE COMMUNITY SCHOOLS 4301 S COWAN RD MUNCIE IN 47302 N/A PC LONGFELLOW SCHOOL MODULAR CLASSROOMS;BLACKROCK SUBGRANT; EDUCATION DATA OUTCOMES TEAM; NORTHSIDE MIDDLE SCHOOL VIEW BOARDS; ROBOTIC TEAM SOUTHSIDE MIDDLE SCHOOL; CAN SUPPORT & RECOGNITION; SUMMER ATTENDANCE REWARDS; STUDENT NPPS STIPENDS 729423 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 LARGE-SCALE T-1D 50000 SECOND HARVEST FOOD BANK 6621 N OLD STATE RD 3 MUNCIE IN 47303 N/A PC BIG IDEA INITIATIVE DELAWARE COUNTY 40000 COMMUNITY FOUNDATION OF MUNCIE & DE CO PO BOX 807 MUNCIE IN 47308 N/A PC FUNDERS FORUM 5000 BY5 EARLY LEARNING INITIATIVE 108 S WALNUT ST STE 306 MUNCIE IN 47305 N/A SO I CAN LEADERSHIP & SPRING SUMMIT 10000 TEEN WORKS PO BOX 40177 INDIANAPOLIS IN 46240 N/A SO I PROGRAMMING & SERVICE 50000 MUNCIE INNOVATION CONNECTOR INC 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC STEM/MINOR OPERATIONS SUPPORT; MIDDLE GRADE MATH CAN; CAN LEADERSHIP RECOGNITION; OPERATIONAL SUPPORT 158550 WHITELY COMMUNITY COUNCIL PO BOX 665 MUNCIE IN 47308 N/A PC FUNDS FOR FUNDRAISING CONSULTANT; OFFSET COSTS WITH DIRECTOR'S SALARY & SUPPORT EDUCATION INITIATIVES 40000 YOUTH SYMPHONY ORCHESTRAS PO BOX 1463 MUNCIE IN 47308 N/A PC PARTNERSHIP PROGRAM WITH BALL STATE UNIVERSITY & IMPLEMENT PRIVATE LESSONS 16000 YMCA OF MUNCIE PO BOX 1187 MUNCIE IN 47308 N/A PC CAPITAL CAMPAIGN; CAMP CROSLEY; CAN LEADERSHIP RECOGNITION 219241 AMERICAN RED CROSS INDIANA REGION 1510 N MEREDIAN ST INDIANAPOLIS IN 46202 N/A PC DELAWARE & RANDOLPH COUNTIES, IN TORNADO DISASTER RELIEF 5000 MOTIVATE OUR MINDS 2023 E HIGHLAND AVE MUNCIE IN 47303 N/A PC AFTER SCHOOL & SUMMER PROGRAM 40000 ROSS COMMUNITY CENTER 1110 W 10TH ST MUNCIE IN 47302 N/A PC OPERATIONS & PROGRAMMING 40000 SHAFER LEADERSHIP ACADEMY 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC STRATEGIC PLANNING PROCESS SUPPORT 5000 IVY TECH COMMUNITY COLLEGE MUNCIE 125 S HIGH ST MUNCIE IN 47305 N/A PC DIRECTOR COMMUNITY EDUCATION 92950 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; MENTORING/TUTORING STRATEGIES WITH MCS STUDENTS 61438 MUNCIE CHILDREN'S MUSEUM 515 S HIGH ST MUNCIE IN 47305 N/A PC MORE TO EXPLORE CAPITAL CAMPAIGN 5000 PROJECT LEADERSHIP INC 118 W 25TH ST MARION IN 46953 N/A PC BLACKROCK SUBGRANT 80000 THE NATURE CONVSERVANCY IN INDIANA 620 E OHIO ST INDIANAPOLIS IN 46202 N/A PC CONTINUED WATER QUALITY 70000 OPEN DOOR HEALTH SERVICES 333 S MADISON ST MUNCIE IN 47305 N/A PC 8TWELVE COALITION OPERATIONS SUPPORT 30000 HEALTH HOSPITAL CORPOPEN DOOR HEALT 3838 N RURAL ST INDIANAPOLIS IN 46205 N/A PC OUTREACH HEALTH COVERING KIDS & FAMILIES 20000 UNITED DAY CARE CENTER OF DE CO 312 S VINE ST MUNCIE IN 47305 N/A PC ADDITION OF THREE INFANT & TODDLER CLASSROOMS 250000 NONPROFIT SUPPORT NETWORK 203 S WALNUT ST MUNCIE IN 47305 N/A PC NONPROFIT SUMMIT KEYNOTE SPEAKER 5000 FOR EVANSVILLE INC 1 MAIN ST STE 603 EVANSVILLE IN 47708 N/A PC APPRECIATION-HOSTED FOUNDATION STAFF 3000 INSPIRE ACADEMY 2801 E 16TH ST MUNCIE IN 47302 N/A PC SCHOLASTIC ASSESSEMENT-FAMILY ENGAGEMENT ASSESSMENT 7998 MUNCIE SCHOLAR HOUSE PO BOX 149 ANERSON IN 46015 N/A PC RESIDENTIAL FAMILIES START-UP COSTS 5000 THE CLASSROOM CONNECTIONS ECI PO BOX 925 MUNCIE IN 47308 N/A PC GENERAL OPERATIONS 15000 URBAN LIGHT COMMUNITY CHURCH 1400 S MADISON ST MUNCIE IN 47302 N/A PC COMMUNITY SOCIAL HUB 300000 VISIT MUNCIE INC 421 S WALNUT ST MUNCIE IN 47305 N/A PC MAGIC IN MUNCIE SOLAR ECLIPSE 10000 5010497 MUNCIE COMMUNITY SCHOOLS 4301 S COWAN RD MUNCIE IN 47302 N/A PC CAN SUPPORT & LEADERSHIP APPRECIATION 10000 MINNETRISTA CULTURAL FOUNDATION 1200 N MINNETRISTA PARKWAY MUNCIE IN 47303 N/A SO I GENERAL OPERATING/ CAPITAL PROJECTS 1110000 HEART OF INDIANA UNITED WAY 400 N HIGH ST STE 300 MUNCIE IN 47305 N/A PC CAN SUPPORT & LEADERSHIP APPRECIATION 7500 MUNCIE INNOVATION CONNECTOR INC 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC CAN SUPPORT & LEADERSHIP APPRECIATION 5000 YMCA OF MUNCIE PO BOX 1187 MUNCIE IN 47308 N/A PC CAMP CROSLEY & CAN SUPPORT & LEADERSHIP APPRECIATION 125000 OPEN DOOR HEALTH SERVICES 333 S MADISON ST MUNCIE IN 47305 N/A PC CAN SUPPORT & LEADERSHIP RECOGNITION 2500 IVY TECH FOUNDATION 345 S HIGH ST MUNCIE IN 47305 N/A PC DIRECTOR COMMUNITY EDUCATION; CAN SUPPORT & LEADERSHIP APPRECIATION 97950 RILEY CHILDREN'S FOUNDATION 500 N MERIDIAN ST ST 100 INDIANAPOLIS IN 46204 N/A PC LARGE SCALE T-1D 100000 GREATER MUNCIE ECONOMIC DEVELOPMENT PO BOX 842 MUNCIE IN 47308 N/A PC CAN SUPPORT & LEADERSHIP APPRECIATION 5000 UNITED DAY CARE CENTER 312 S VINE ST MUNCIE IN 47305 N/A PC CAN SUPPORT & LEADERSHIP APPRECIATION 5000 1467950 14 102 14 2937818 18 17152246 COMMONFUND ALT INVEST K-1 14 -31 COMMONFUND IX K-1 NET RENTAL 16 2 COMMONFUND IX K-1 OTHER INCOME 525990 14 4230 COMMONFUND IX K-1 ROYALTIES 15 53 COMMONFUND IX K-1 UBTI 525990 -1272 14 -1272 17156500 2937920 20093148 false false false false false false false false false false BALL ASSOCIATES 204056 81622 0 122434 FEDERATED TOTAL RETURN BOND 2617939 2228911 COLUMBIA HIGH YIELD BOND 1109180 1033838 VANGUARD SHORT TERM INVEST ADMIRAL 747625 721768 VANGUARD TOTAL BOND MKT FD 584 2028303 1761167 FEDERATED SH-INTERM TOT RETURN BOND 722449 705384 APPLE INC SR NOTES 3.2% 5-25 400363 398215 VISA INC 3.15% 12-25 401042 395367 AMGEN INC 3.125% 5-25 248913 248614 NORTHERN TRUST 3.95% 10-25 251040 248499 SYSCO CORP 3.3% 7-26 495756 489643 AMERICAN WTR CAP CORP 2.95% 9-27 304287 286745 HERSHEY COMPANY 2.3% 8-26 301800 290014 LOWE'S COS 3.1% 5-27 303299 289991 OMNICOM GROUP 3.6% 4-26 244667 246473 AMGEN INC 2.2% 2-27 300000 284479 CITIZENS BANK 2.25% 4-25 501364 495877 JPMORGAN CHASE BANK 1.2% 6-26 250000 235755 WASTE MANAGEMENT INC 3.15% 11-27 257970 240525 WALT DISNEY CO 2.2% 1-28 504822 466917 APPLE INC 1.2% 2-28 350000 316386 CHARLES SCHWAB CORP 2% 3-28 405046 366312 CITIGROUP INC 2% 10-28 400000 355272 EXXON MOBIL CORP 2.44% 8-29 509334 456301 VANGUARD HIYIELD CORP ADMIRAL 610000 557309 ANALOG DEVICES SR NOTES 3.5% 12-26 393098 392626 PARKER HANNIFIN CORP 3.25% 6-29 493144 468111 REALTY INCOME CORP 3.25% 6-29 497000 465910 19 ALEXANDRIA REAL ESTATE 3.375% 8-31 231875 223802 HUNTINGTON NATL BANK 5.65% 1-30 256376 254473 INTERCONTINENTAL EXCHANGE 4.35% 6-29 496630 489099 PUBLIC STORAGE 5.125% 1-29 247262 253073 VANGUARD INT-TERN BOND INDEX 425000 416772 CISCO SYS 4.95% 2-31 253500 250810 HOME DEPOT 4.5% 9-32 497770 486792 JPMORGAN CHASE BANK 6.07% 10-27 255026 255809 UNITEDHEALTH GROUP 5.25% 2-28 254942 253896 WASTE MANAGEMENT INC 4.15% 4-32 475755 472647 ACCENTURE PLC ADR 427277 1407160 AUTOMATIC DATA PROCESSING 242127 1024555 BALL CORP 15433 1653900 CHEVRON CORP 96606 434520 DANAHER CORP 208169 641133 EXXON MOBIL 61680 484065 FIRST MERCHANTS CORP 33384 997250 JOHNSON & JOHNSON 273631 650790 MICROSOFT CORPORATION 122449 2444700 PEPSICO INC 56817 364792 PROCTOR & GAMBLE 124528 620305 STRYKER CORP 243669 1188165 WAL-MART STORES 99103 1219725 S&P 400 MIDCAP ETF SPDR 760457 1779938 VANGUARD INTL GROWTH 2329454 3004212 S&P 400 MIDCAP GROWTH ETF ISHARES 1438744 4673802 S&P 400 MIDCAP VALUE ETF ISHARES 1638263 4873440 VANGUARD FTSE ALL WORLD EXUS ETF 1154144 1320430 S&P SMALL CAP 600 CORE ETF ISHARES 1138007 1958740 S&P 600 SMALL CAP VALUE ETF ISHARES 567002 1694316 S&P 600 SMALL CAP GROWTH ETF ISHARES 406377 1746273 MATERIALS SECTOR SPDR 577569 841400 APPLE COMPUTER INC 203406 2253780 HONEYWELL INTL INC 217987 745437 AMERIPRISE FINANCIAL 206170 1331075 ALERIAN MLP ETF 155332 134848 OPPEN STEEL PATH MLP SEL 40 CL Y 325029 411553 VANGUARD MIDCAP INDX ADMIRAL CLASS 1401492 3256689 VANGUARD SMALL CAP INDX ADMIRAL CL 995000 2171219 COSTCO COMPANIES 152285 934595 LOWE'S COMPANIES INC 399738 1234000 CHUBB LIMITED ADR 401110 997719 NORTHERN MIDCAP INDEX 1120000 1249594 ALPHABET 772579 2725920 HOME DEPOT INC 218573 505687 TJX COS INC 418891 1328910 COMCAST CORP CLASS A 622557 600480 LAM RESEARCH CORP 250066 1011220 LILLY ELI & CO 159983 1158000 AMPHENOL CORPORATION 657633 1750140 DISNEY WALT COMPANY 365997 334050 NEXTERA ENERGY INC 412655 573520 VANGUARD S&P 500 4843250 9620453 VISA 816823 1422180 AMAZON INC 1539508 2237778 BLACKROCK INC 571481 999482 BROADCOM INC NPV 285669 2028600 WCM FOCUSED INTL GROWTH FD 2992758 2872321 ADOBE SYSTEMS INC 694004 711488 EOG RESOURCES 570994 576126 LOCKHEED MARTIN CORP 737356 728910 CHARLES SCHWAB CORP 459025 444060 AMETEK INC 325820 360520 CORTEVA INC 115654 113920 CULLEN FROST BANKERS 333213 402750 FORTINET INC 230480 330680 LINDE PLC 222754 251202 SCHLUMBERGER LTD 67898 57510 UNITEDHEALTH GROUP INC 838774 859962 ANSYS INC 388304 407157 BROWN & BROWN 699586 754948 CONSTELLATION ENERGY CORP 544266 544063 COPART INC 905302 969891 META PLATFORMS INC 738368 810346 O'REILLY AUTOMOTIVE INC 389789 438746 S&P GLOBAL INC 360164 348621 REAL ESTATE SELECT ETF 152063 162680 TEXAS INSTRUMENTS INC 388930 376520 VANECK SEMICONDUCTOR 1181129 1149823 ZOETIS INC 437416 408140 ASTRAZENECA ADR 469050 393120 PZENA EMERGING MARKET VALUE FD 2455803 2259036 WCM FOCUSED EMERGING MKTS FD 1934709 1995200 SCHWAB FUNDAMENTAL INTL 7070988 6648039 13033192 12795738 COMMONFUND PARTNERS IX LP AT COST 491501 566261 Furniture and Fixtures 23494 17363 6131 Machinery and Equipment 6131 Rounding 1 ADVERTISING 35090 35090 ALTERNATIVE INVEST PARTNERS EXPENSES 17463 17463 DUES/FEES 1516 1516 FEES & ACTIVITIES 36465 36465 INSURANCE 16934 16934 SUPPLIES & SUNDRY 10905 8533 2372 COMMONFUND ALT INVEST K-1 -31 COMMONFUND IX K-1 NET RENTAL 2 2 COMMONFUND IX K-1 OTHER INCOME 4230 4230 COMMONFUND IX K-1 ROYALTIES 53 53 COMMONFUND IX K-1 UBTI -1272 DONATED FUNDS 250000 CONSULTANT FEES 57400 0 0 57400 INVESTMENT FEES 344957 344957 0 0 FEDERAL TAXES 335346 FOREIGN TAXES ON DIVIDENDS 42431 42431