2024-11-12T08:35:40-08:00 2023-12-31 351138363 Ball Associates 222 S Mulberry Street Muncie IN 47305 990PF 2023-01-01 356033917 GEORGE AND FRANCES BALL FOUNDATION GEOR P O BOX 1408 MUNCIE IN 47308 THOMAS J KINGHORN President 2024-11-12 true true TAMARA S PHILLIPS CPA P01064437 7657415500 2023 2024-10-15 13:58:12Z X 125316496 X X 117483 117483 2424922 2424922 4216415 12273798 4216416 6758820 6758821 124711 9743 114968 221565 1058 220507 71372 1987 69385 168137 67255 100882 370655 308305 62350 83329 18329 2960 2960 76157 76157 58542 1270 57272 1563 1563 73685 23623 50062 1252676 434530 753146 5625000 5625000 6877676 434530 6378146 -118856 6324291 2553480 1618559 1618559 7203 2200320 5233933 5169128 49143781 48764368 99546985 22189471 20366363 18974356 22372 14903 5406 7469 7468 76099661 75990692 125316496 5314 15201 5314 15201 X 31967307 31967307 44127040 44008184 76094347 75975491 76099661 75990692 76094347 -118856 75975491 75975491 4216416 87908 87908 87908 65000 28000 93000 X 402 4690 4690 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 124711 12471 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 101627 14787 KELSEY HARRINGTON PO BOX 1408 MUNCIE IN 47308 PROGRAM ASSOCIATE 40.00 81811 17625 BALL ASSOCIATES 222 S MULBERRY STREET MUNCIE IN 47305 PROFESSIONAL SERVICES 168137 FIRST MERCHANTS PRIVATE WEALTH 200 EAST JACKSON STREET MUNCIE IN 47305 INVESTMENT MANAGEMENT 308305 119627530 127494 0 119755024 0 119755024 1796325 117958699 5897935 5897935 87908 87908 5810027 5810027 5810027 6378146 6378146 5810027 6088075 6378146 6088075 0 290071 5519956 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; ARCHITECTURE & PLANNING COLLEGE PROJECT - COWAN INFRASTRUCTURE PLANNING 805000 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 13000 DELAWARE ADVANCEMENT CORPORATION PO BOX 842 MUNCIE IN 47308 N/A PC TALENT LIAISON POSITION; VP TALENT DEVELOPMENT SUPPORT; VISION 2027 PLAN IMPLEMENTATION; CAN LEADERSHIP RECOGNITION 185000 ECI REGIONAL PARTNERSHIP PO BOX 1912 MUNCIE IN 47308 N/A PC REGIONAL STRATEGIC MARKETING & READI 65000 GREATER MUNCIE IN HABITAT FOR HUMANITY PO BOX 1119 MUNCIE IN 47308 N/A PC STRATEGIC INITIATIVES SUPPORT 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 60000 HEART OF INDIANA UNITED WAY PO BOX 968 MUNCIE IN 47308 N/A PC ADMINISTRATIVE OVERHEAD COSTS; THIRD GRADE READING CAN;DIRECTOR OF LEARNING-3RD GRADE READING; CAN SUPPORT & RECOGNITION; GOOD ATTENDANCE CAMPAIGN 354500 MUNCIE CIVIC THEATRE 216 E MAIN STREET MUNCIE IN 47305 N/A PC UNDERWRITE SCRIPTS/ ROYALTIES/ MUSIC FOR SEASON PRODUCTIONS; RIGGING SYSTEM PROJECT; CHARLOTTE'S WEB AT SOUTHSIDE MIDDLE SCHOOL 244450 CORNERSTONE CENTER FOR THE ARTS 520 E MAIN ST MUNCIE IN 47305 N/A PC GENERAL OPERATING COSTS & EMERGENCY NEED SUPPRT 115000 MASTERWORKS CHORALE PO BOX 1299 MUNCIE IN 47308 N/A PC GENERATIONS OF SONG 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; CAN LEADERSHIP RECOGNITION 10000 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 20000 BOYS & GIRLS CLUB OF MUNCIE 1710 S MADISON ST MUNCIE IN 47302 N/A PC OPERATIONS & PROGRAMMING; SOCIAL EMOTIONAL LEARNING CAN PLAYWORKS; MENTORING/TUTORING MIDDLE GRADE MATH CAN 256600 CARDINAL GREENWAYS 700 E WYSOR ST MUNCIE IN 47305 N/A PC OPERATIONS SUPPORT 25000 MUNCIE COMMUNITY SCHOOLS 4301 S COWAN RD MUNCIE IN 47302 N/A PC SOCIAL EMOTIONAL LEARNING CAN; FAMILY COMMUNITY ENGAGEMENT CAN; NEW DAY SCHOOL PROGRAM AT YOC; BOOK VENDING MACHINES; NORTHSIDE MIDDLE SCHOOL VIEW BOARDS; STEM STRATEGIES MIDDLE GRADE MATH CAN; CAN SUPPORT & RECOGNITION; TEACHER/STAFF MORALE BOOSTING INITIATIVES 337041 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 THIRD FAMILY PRESERVATION TEAM 31000 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 GENERAL OPERATIONS; KINDERGARTEN READINESS CAN; CAN LEADERSHIP 179300 TEEN WORKS PO BOX 40177 INDIANAPOLIS IN 46240 N/A SO I YEAR-ROUND & SUMMER PROGRAMS 50000 HILLCROFT SERVICES 114 E STREETER AVE MUNCIE IN 47303 N/A PC TABLETS-ABA AUTISM CLINIC 30000 MUNCIE INNOVATION CONNECTOR INC 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC SparkIT MUNCIE & CODING CONNECTOR; STEM STRATEGIES MIDDLE GRADE MATH CAN; CAN LEADERSHIP RECOGNITION; MEETING ROOM TABLES 120250 WHITELY COMMUNITY COUNCIL PO BOX 665 MUNCIE IN 47308 N/A PC EXECUTIVE DIRECTOR SALARY; CAPITAL CAMPAIGN/OPERATING SUPPORT; STUDENTS TO WASHINGTON DC 340000 YOUTH SYMPHONY ORCHESTRAS PO BOX 1463 MUNCIE IN 47308 N/A PC PARTNERSHIP PROGRAM WITH BALL STATE UNIVERSITY 11000 INSIDE OUT COMMUNITY DEVELOPMENT 300 N MADISON MUNCIE IN 47305 N/A PC FRESH DIRECTIONS - HOT MEALS FOR KIDS & SHIFT PROGRAM/MEALS 41350 YMCA OF MUNCIE PO BOX 1187 MUNCIE IN 47308 N/A PC CAPITAL CAMPAIGN; CAN LEADERSHIP RECOGNITION 680759 AMERICAN RED CROSS INDIANA REGION 1510 N MEREDIAN ST INDIANAPOLIS IN 46202 N/A PC SMOKE DETECTORS EDUCATION-MUNCIE 5000 ROSS COMMUNITY CENTER 1110 W 10TH ST MUNCIE IN 47302 N/A PC OPERATIONS & PROGRAMMING 30000 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 MIDDLE GRADE MATH CAN 53750 COWAN COMMUNITY SCHOOLS 9401 S NOTTINGHAM ST MUNCIE IN 47302 N/A PC ROCK-CLIMBING WALL 5000 DALEVILLE COMMUNITY SCHOOLS 14300 W 2ND ST DALEVILLE IN 47334 N/A PC SUPPORT MANUFACT/ENGINEER & BIO-MED/HEALTH PATHWAYS 20000 HALTEMAN VILLAGE NEIGHBORHOOD ASSOC 2501 W TWICKINGHAM DR MUNCIE IN 47304 N/A PC HALTEMAN PARK PHASE II 3000 OPEN DOOR HEALTH SERVICES 333 S MADISON ST MUNCIE IN 47305 N/A PC 8TWELVE COALITION ACTION PLAN & CAN SUPPORT & RECOGNITION 35000 UNITED DAY CARE CENTER OF DE CO 312 S VINE ST MUNCIE IN 47305 N/A PC PRESCHOOL & TODDLER COTS; REPLACE HEATING UNIT 9000 ORCHESTRA INDIANA PO BOX 1236 MUNCIE IN 47308 N/A PC OPERATING COSTS 40000 EAST CENTRAL NEIGHBORHOOD ASSOC 715 E WASHINGTON ST MUNCIE IN 47305 N/A PC HVAC SYSTEM 5000 MUNCIE PARKS RECREATION DEPT 1800 S GRANT ST MUNCIE IN 47302 N/A GOV BASEBALL & SOFTBALL LEAGUES EQUIPMENT 10000 WES DEL COMMUNITY SCHOOLS 10290 N CR 600 W GASTON IN 47342 N/A PC DIGITAL ANIMATION GRAD PATHWAY-SPECIAL ED 50000 5625000 MUNCIE COMMUNITY SCHOOLS 4301 S COWAN RD MUNCIE IN 47302 N/A PC CAN SUPPORT & LEADERSHIP APPRECIATION 10000 BALL STATE UNIVERSITY FOUNDATION PO BOX 672 MUNCIE IN 47306 N/A PC PERFORMING ARTS CENTER 2500000 BY5 EARLY LEARNING INITIATIVE 108 S WALNUT ST STE 306 MUNCIE IN 47305 N/A SO I CAN SUPPORT & LEADERSHIP APPRECIATION 5000 CARDINAL GREENWAYS 700 E WYSOR ST MUNCIE IN 47305 N/A PC MATCHING GRANT 50000 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 SUPPORT & LEADERSHIP APPRECIATION 5000 HEART OF INDIANA UNITED WAY 400 N HIGH ST STE 300 MUNCIE IN 47305 N/A PC CAN SUPPORT & LEADERSHIP APPRECIATION 5000 MUNCIE INNOVATION CONNECTOR INC 1208 W WHITE RIVER BLVD MUNCIE IN 47303 N/A PC CAN SUPPORT & LEADERSHIP APPRECIATION 5000 DELAWARE ADVANCEMENT CORPORATION PO BOX 842 MUNCIE IN 47308 N/A PC CAN LEADERSHIP APPRECIATION & VISION 2027 PLAN IMPEMENTATION 65000 YMCA OF MUNCIE PO BOX 1187 MUNCIE IN 47308 N/A PC CAN SUPPORT & LEADERSHIP APPRECIATION 5000 3760000 14 117483 14 2424922 18 4216415 4216415 2542405 6758820 false false false false false false false false false false BALL ASSOCIATES 168137 67255 0 100882 FEDERATED TOTAL RETURN BOND 2617939 2286184 COLUMBIA HIGH YIELD BOND 1109180 1023415 VANGUARD SHORT TERM INVEST ADMIRAL 747625 716168 PUBLIC STORAGE PREF SER L 4.625% 150000 128340 VANGUARD TOTAL BOND MKT FD 584 2028303 1803896 FEDERATED SH-INTERM TOT RETURN BOND 722449 703982 MICROSOFT SR NOTES 2.875% 2-24 250000 249378 ROCKWELL COLLINS 3.2% 3-24 250269 248770 MARSH & MCLENNAN 3.5% 6-24 250387 247640 BURLINGTON NORTHERN 3.4% 8-24 251175 246857 APPLE INC SR NOTES 3.2% 5-25 401454 391896 VISA INC 3.15% 12-25 402179 390360 AMGEN INC 3.125% 5-25 248913 243605 NORTHERN TRUST 3.95% 10-25 252289 245715 OMNICOM GROUP 3.65% 11-24 297633 295203 SYSCO CORP 3.3% 7-26 493075 482830 AMERICAN WTR CAP CORP 2.95% 9-27 304287 283965 HERSHEY COMPANY 2.3% 8-26 301800 284331 LOWE'S COS 3.1% 5-27 304713 287400 OMNICOM GROUP 3.6% 4-26 244667 243627 AMGEN INC 2.2% 2-27 300000 279138 TRUIST FINANCIAL SERIES 0 5.25% PFD 150000 133380 CITIZENS BANK 2.25% 4-25 505458 478025 JPMORGAN CHASE BANK 1.2% 6-26 250000 226585 WASTE MANAGEMENT INC 3.15% 11-27 260702 239503 WALT DISNEY CO 2.2% 1-28 506430 462935 APPLE INC 1.2% 2-28 350000 311573 CHARLES SCHWAB CORP 2% 3-28 406598 356152 CITIGROUP INC 2% 10-28 400000 342892 EXXON MOBIL CORP 2.44% 8-29 511334 455355 VANGUARD HIYIELD CORP ADMIRAL 610000 557309 JPMORGAN CHASE CO PFD 4.625% 150000 125280 CHARLES SCHWAB CORP PFD 4.45% 150168 117960 US BANCORP SERIES 4.0% PFD 150000 105120 STRYKER CORP 2% 5-24 250697 247895 KLA CORP 4.65% 11-24 252935 248518 ANALOG DEVICES SR NOTES 3.5% 12-26 389497 390660 PARKER HANNIFIN CORP 3.25% 6-29 491592 470940 REALTY INCOME CORP 3.25% 6-29 497000 467395 19 ALEXANDRIA REAL ESTATE 3.375% 8-31 231875 225657 DISCOVER BANK 3.5% 8-26 250000 241705 HUNTINGTON NATL BANK 5.65% 1-30 257651 252353 INTEL CORP 5.125% 2-30 247197 259575 INTERCONTINENTAL EXCHANGE 4.35% 6-29 496630 490445 PUBLIC STORAGE 5.125% 1-29 247262 258210 VANGUARD INT-TERN BOND INDEX 425000 426234 ACCENTURE PLC ADR 427277 1403640 ABBOTT LABS 134559 770490 AUTOMATIC DATA PROCESSING 242127 815395 BALL CORP 51445 5752000 CHEVRON CORP 96606 447480 CISCO SYSTEMS 448808 858840 DANAHER CORP 208169 646133 EXXON MOBIL 61680 449910 FIRST MERCHANTS CORP 33384 927000 L3HARRIS TECHNOLOGIES INC 212048 947790 JOHNSON & JOHNSON 273631 705330 KIMBERLY CLARK 192849 328077 MICROSOFT CORPORATION 158339 2820300 MICROCHIP TECHNOLOGY 104818 721440 PEPSICO INC 94735 679360 PROCTOR & GAMBLE 124528 542198 STRYKER CORP 243669 988218 VERIZON COMMUNICATIONS 249261 226200 WAL-MART STORES 99103 709425 S&P 400 MIDCAP ETF SPDR 760457 1585563 RUSSELL 2000 INDEX ETF ISHARES 418960 1060752 DODGE & COX INTERNATIONAL STOCK 1365000 1605589 VANGUARD INTL GROWTH 1678303 2415114 S&P 400 MIDCAP GROWTH ETF ISHARES 1438744 4071908 S&P 400 MIDCAP VALUE ETF ISHARES 1638263 4447560 VANGUARD FTSE ALL WORLD EXUS ETF 1153989 1291220 ALLIANT CORP 243643 461700 S&P SMALL CAP 600 CORE ETF ISHARES 1138007 1840250 S&P 600 SMALL CAP VALUE ETF ISHARES 567002 1607892 S&P 600 SMALL CAP GROWTH ETF ISHARES 406377 1614306 OMNICOM GROUP 396856 562315 MATERIALS SECTOR SPDR 577569 855400 AMERICAN EUROPACIFIC GROWTH 1090003 1436939 MFS NEW DISCOVERY iNTL 689946 936500 APPLE COMPUTER INC 274692 2310360 HONEYWELL INTL INC 217987 692043 NASDAQ BIOTECH INDEX ETF ISHARES 108783 611325 VANGUARD REIT INDEX ETF 1706403 2248762 AMERIPRISE FINANCIAL 206170 949575 ALERIAN MLP ETF 155332 119056 OPPEN STEEL PATH MLP SEL 40 CL Y 325029 333470 GENUINE PARTS CO 271515 443200 VANGUARD MIDCAP INDX ADMIRAL CLASS 1401492 2884462 VANGUARD SMALL CAP INDX ADMIRAL CL 995000 1948365 VANGUARD REIT INDX ADMIRAL CL 1837401 2306082 COSTCO COMPANIES 319185 1122136 UNION PAC CORP 249966 663174 LOWE'S COMPANIES INC 399738 1112750 PFIZER INC 359990 302295 CHUBB LIMITED ADR 401110 816086 NORTHERN MIDCAP INDEX 1120000 1204319 ALPHABET 876260 2235040 HOME DEPOT INC 572614 1074305 TJX COS INC 418891 1031910 COMCAST CORP CLASS A 622557 701600 LAM RESEARCH CORP 250066 1096564 LILLY ELI & CO 335498 1748760 AMERICAN TOWER CORP REIT 430278 431760 AMPHENOL CORPORATION 657633 1249038 DISNEY WALT COMPANY 365997 270870 EDWARDS LIFESCIENCES CORP 493472 495625 NEXTERA ENERGY INC 412655 485920 VANGUARD S&P 500 7641498 11793600 VISA 816823 1171575 AMAZON INC 1153367 1245908 BLACKROCK INC 571481 791505 BROADCOM INC NPV 470218 1395313 WCM FOCUSED INTL GROWTH FD 1028000 1228019 ADOBE SYSTEMS INC 694004 954560 EOG RESOURCES 570994 568465 LOCKHEED MARTIN CORP 448866 453240 CHARLES SCHWAB CORP 459025 412800 AMETEK INC 325820 329780 BERKSHIRE HATHAWAY CL B 357090 356660 CORTEVA INC 115654 95840 CULLEN FROST BANKERS 333213 325470 FORTINET INC 230480 204855 LINDE PLC 222754 246426 SCHLUMBERGER LTD 67898 78060 UNITEDHEALTH GROUP INC 451314 473823 5233933 5169128 Furniture and Fixtures 22372 14903 7469 7468 DUES/FEES 4008 4008 FEES & ACTIVITIES 43331 43331 INSURANCE 16637 16637 SUPPLIES & SUNDRY 9709 6986 2723 CONSULTANT FEES 62350 0 0 62350 INVESTMENT FEES 308305 308305 0 0 FEDERAL TAXES 65000 FOREIGN TAXES ON DIVIDENDS 18329 18329