Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
BALL BROTHERS FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 1408   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MUNCIE, IN47308
A Employer identification number

35-0882856
B Telephone number (see instructions)

(765) 741-5500
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$162,655,474J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 17 17 17
4 Dividends and interest from securities...... 2,896,625 2,896,625 2,896,625
5a Gross rents.............. 39,182 39,182 39,182
b Net rental income or (loss) 29,105
6a Net gain or (loss) from sale of assets not on line 10 9,241,811
b Gross sales price for all assets on line 6a 43,975,132
7 Capital gain net income (from Part IV, line 2)... 9,241,811
8 Net short-term capital gain......... 372,352
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 770,530 106,377 106,377
12 Total. Add lines 1 through 11........ 12,948,165 12,284,012 3,414,553
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 166,870     166,870
14 Other employee salaries and wages...... 202,578     202,578
15 Pension plans, employee benefits....... 114,914     114,914
16a Legal fees (attach schedule)......... Click to see attachment 6,404 6,404 6,404  
b Accounting fees (attach schedule)....... Click to see attachment 103,077 103,077 103,077  
c Other professional fees (attach schedule).... Click to see attachment 400,730 397,155 397,155 3,575
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 244,298 30,298 30,298  
19 Depreciation (attach schedule) and depletion... Click to see attachment 20,686 20,686 20,686
20 Occupancy.............. 70,464 17,616 17,616 52,848
21 Travel, conferences, and meetings....... 33,875     33,875
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 198,368 176,428 176,428 21,940
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,562,264 751,664 751,664 596,600
25 Contributions, gifts, grants paid........ 6,315,203 6,315,203
26 Total expenses and disbursements. Add lines 24 and 25 7,877,467 751,664 751,664 6,911,803
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,070,698
b Net investment income (if negative, enter -0-) 11,532,348
c Adjusted net income (if negative, enter -0-)... 2,662,889
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 2,892,254 1,922,084 1,922,084
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 10,035,567 Click to see attachment11,083,217 10,628,066
b Investments—corporate stock (attach schedule)........ 72,836,129 Click to see attachment77,412,726 121,989,843
c Investments—corporate bonds (attach schedule)........ 21,037,907 Click to see attachment21,153,394 21,305,257
11 Investments—land, buildings, and equipment: basis bullet283,022
Less: accumulated depreciation (attach schedule) bullet174,425 118,674 Click to see attachment108,597 415,000
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 6,319,725 Click to see attachment6,627,467 6,380,594
14 Land, buildings, and equipment: basis bullet162,171
Less: accumulated depreciation (attach schedule) bullet147,541 14,600 Click to see attachment14,630 14,630
15 Other assets (describe bullet)   Click to see attachment2  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 113,254,856 118,322,117 162,655,474
Liabilities 17 Accounts payable and accrued expenses.......... 4,647 1,210
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 4,647 1,210
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund 38,113,446 38,113,446
29 Retained earnings, accumulated income, endowment, or other funds 75,136,763 80,207,461
30 Total net assets or fund balances (see page 17 of the
instructions).................... 113,250,209 118,320,907
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 113,254,856 118,322,117
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 113,250,209
2 Enter amount from Part I, line 27a..................... 2 5,070,698
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 118,320,907
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 118,320,907
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 9,241,811
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 372,352
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 6,812,755 141,435,494 0.04817
2011 6,027,270 136,850,316 0.04404
2010 5,198,186 122,393,988 0.04247
2009 5,821,104 105,435,750 0.05521
2008 6,727,129 120,701,144 0.05573
2 Total of line 1, column (d) ...................... 2 0.24563
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.04913
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 150,745,080
5 Multiply line 4 by line 3....................... 5 7,405,352
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 115,323
7 Add lines 5 and 6......................... 7 7,520,675
8 Enter qualifying distributions from Part XII, line 4.............. 8 6,911,803
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 230,647
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 230,647
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 230,647
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 237,325
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 237,325
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,678
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet6,678 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.ballfdn.org
    14
    The books are in care ofbulletBALL ASSOCIATES Telephone no.bullet (765) 741-5500
    Located atbulletP O BOX 1408MUNCIEIN ZIP+4bullet47308
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    NANCY B KEILTY Director
    1.00     		0    
    6192 S FRENCH ROAD
    CEDAR,MI49621
    JAMES A FISHER Vice Chair/Dir
    4.00     		0    
    15 CAROLINA VISTA
    PINEHURST,NC28374
    FRANK E BALL Chairman & CEO
    4.00     		0    
    4200 W WHITE RIVER BLVD
    MUNCIE,IN47304
    JUDITH F OETINGER Director
    1.00     		0    
    PO BOX 431
    PROSPECT,KY40059
    DOUGLAS J FOY Asst Sec/Treas
    1.00     		0    
    PO BOX 1515
    MUNCIE,IN47308
    WILLIAM M BRACKEN DIRECTOR
    1.00     		0    
    750 S SECOND STREET 502
    MINNEAPOLIS,MN55401
    STEPHANIE C DUCKMAN Director
    1.00     		0    
    749 MEADOW DRIVE
    DES PLAINES,IL60016
    TERRY L WALKER Secretary/Dir
    1.00     		0    
    5600 W WENTWORTH LN
    MUNCIE,IN47304
    TAMARA S PHILLIPS Treasurer
    8.00     		0    
    7290 W CR 200 S
    YORKTOWN,IN47396
    SCOTT SCHOCKLEY Director
    1.00     		0    
    400 S WALNUT
    MUNCIE,IN47305
    MICHAEL J FISHER President/COO
    40.00     		166,870 61,108  
    3711 S BURLINGTON
    MUNCIE,IN47302
    TERRI MATCHETT Director
    1.00     		0    
    146 TURQOISE LN
    OSPREY,FL34229
    STACY MCHENRY Director
    1.00     		0    
    331 ORLANDO BLVD
    INDIALANTIC,FL32903
    BRANNON J FISHER Director
    1.00     		0    
    801 MERE POINT ROAD
    BRUNSWICK,ME04011
    FRANK B PETTY Director
    1.00     		0    
    311 KNOLLWOOD DR
    TRAVERSE CITY,MI49686
    CHARLES F BALL Director
    1.00     		0    
    23906 BENT FEATHER RD
    CONIFER,CO80433
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    RICHARD J SPISAK PROGRAM OFFICER
    40.00     		108,345 16,252  
    5801 W HERON POINTE PARKWAY
    MUNCIE,IN47304
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    7,537,254
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    230,647
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    230,647
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,306,607
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    7,306,607
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    7,306,607
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 7,306,607
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 6,138,307
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 6,911,803
    a Applied to 2012, but not more than line 2a 6,138,307
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 773,496
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		6,533,111
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DONNA MUNCHEL
    PO BOX 1408
    MUNCIE,IN47308
    (765) 741-5500
    bThe form in which applications should be submitted and information and materials they should include:
    DESCRIPTION OF PROJECT, BUDGET, COPY OF IRS EXEMPTION LETTER
    cAny submission deadlines:
    APPLICATIONS ACCEPTED ANYTIME
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    INDIANA EDUCATIONAL AND CULTURAL ORGANIZATIONS
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BALL STATE UNIVERSITY FOUNDATION
    PO BOX 672
    MUNCIE,IN47308     		N/A PC CARDINAL COMMITMENT 200,000
    COLLEGE MENTORS FOR KIDS
    212 W 10TH ST SUITE B260
    INDIANAPOLIS,IN46202     		N/A PC DELAWARE COUNTY KIDS 20,000
    DELAWARE ADVANCEMENT CORP
    401 S HIGH STREET
    MUNCIE,IN47305     		N/A PC STRENGENING COMMUNITY PRIDE, FAFSA WORKSHOP, 6,400
    DELAWARE COUNTY SOIL & WATER
    3641 N BRIARWOOD LANE
    MUNCIE,IN47304     		N/A PC SWCD PUBLIC AWARENESS, CRADDOCK WETLAND NATURE PRESERVE, DNR BICENTEN NATURE TRST PLAN 163,505
    CARDINAL GREENWAY INC
    700 E WYSOR STREET
    MUNCIE,IN47305     		N/A PC FELLOWS PROGRAM, OPERATING SUPPORT & TRAIL REPAIR/MAINT 120,000
    ENERGIZE ECI
    PO BOX 1912
    MUNCIE,IN47308     		N/A PC REGIONAL ECONOMIC DEVELOPMENT 100,000
    INDIANA YOUTH INSTITUTE
    603 E WASHINGTON ST STE 800
    INDIANAPOLIS,IN46204     		N/A SO I CAPACITY BUILDING & YOUTH DEVELOPMENT 65,000
    MINNETRISTA CULTURAL FND
    1200 N MINNETRISTA PKWY
    MUNCIE,IN47303     		N/A SO I OPERATING SUPPORT/CAPITAL IMPROV & COLLECTIONS 2,600,000
    MUNCIE BOYS & GIRLS CLUB
    1710 S MADISON ST
    MUNCIE,IN47302     		N/A PC LONGEST DRIVE GOLF PROGRAM, SUMMER LEARNING LOSS PROGRAM, TEEN SERVICES, ADMIN SUPPORT, ORGANIZATIONAL STABILITY 42,525
    MUNCIE CHILDRENS MUSEUM
    PO BOX 544
    MUNCIE,IN47308     		N/A PC MATH & SCIENCE EXHIBIT 50,000
    UNITED WAY OF DELAWARE CO
    500 N WALNUT ST
    MUNCIE,IN47305     		N/A PC COMMUNITY SOLUTIONS PROGRAM 75,000
    BIG BROTHERS & SISTERS OF DELAWARE CO
    220 N WALNUT STREET
    MENTORING CHILDREN OF,IN47305     		N/A PC COMMUNITY BASED MENTORING 60,000
    HABITAT FOR HUMANITY GREATER MUNCIE IN
    PO BOX 1119
    MUNCIE,IN47308     		N/A PC SERVE FAMILIES, CONSTRUCTION SUSTAIN 75,000
    HUFFER MEMORIAL CHILDRENS CENTER
    2000 N ELGIN STREET
    MUNCIE,IN47302     		N/A PC ABOVE AND BEYOND SUPPORT 10,000
    COMMUNITY FOUNDATION OF MUNCIE
    PO BOX 807
    MUNCIE,IN47308     		N/A PC QUALITY OF PLACE INITATIVE, PLANNED GIVING: GETTING PROPER START, BICENTENNIAL NATURE TRUST INITIATIVE 138,000
    UNITED DAY CARE CENTER
    312 S VINE ST
    MUNCIE,IN47302     		N/A PC BUILDING REMODELING, PROFESSIONAL DEVELOPMENT 44,000
    YOUTH OPPORTUNITY CENTER
    3700 W KILGORE AVE
    MUNCIE,IN47304     		N/A PC YOC WELLNESS, WORKSITE WELLNESS CONFERENCE,VIDEO CAMERA & EQUIPMENT 29,799
    A BETTER WAY SERVICES INC
    PO BOX 734
    MUNCIE,IN47308     		N/A PC STRATEGIC PLANNING THE RIGHT WAY 5,000
    CORNERSTONE CENTER FOR THE ARTS
    520 E MAIN STREET
    MUNCIE,IN47305     		N/A PC OPERATING SUPPORT, EMERGENCY REPAIRS, FELLOWS PROGRAM, ORGANIZATIONAL MKT PLAN 116,200
    MUNCIE CIVIC THEATRE
    216 E MAIN STREET
    MUNCIE,IN47305     		N/A PC MAINSTAGE AREA IMPROVEMENTS & EMERGENCY REPAIRS 12,000
    PARENTS ENCOURAGING PARENTS
    125 E CHARLES ST SUITE 218
    MUNCIE,IN47305     		N/A PC PEAK CURRICULUM PROJECT 15,000
    RED TAIL CONSERVANCY
    PO BOX 8
    MUNCIE,IN47308     		N/A PC BRANDING/MARKETING INITIATIVE 20,000
    ROY C BULEY COMMUNITY CENTER
    PO BOX 1636
    MUNCIE,IN47308     		N/A PC CARDINAL CLIMB CLUB, MUNCIE P3 EMERGING SCHOLARS, OPERATIONAL SUPPORT, EXTERNAL BUILDING IMPROVEMENTS 123,000
    COMMUNITY ENHANCEMENT PROJECTS INC
    650 W MINNESTRISTA BLVD
    MUNCIE,IN47303     		N/A PC SAVING HISTORIC STATUARY/ARCHIE PARK 5,000
    INDIANA GRANTMAKERS ALLIANCE
    32 E WASHINGTON STREET 1100
    INDIANAPOLIS,IN46204     		N/A PC 2013 ANNUAL MEMBERSHIP 7,200
    CITY OF MUNCIE
    300 N HIGH STREET
    MUNCIE,IN47305     		N/A PC PRAIRIE CREEK HANDICAP FACILITY 100,000
    MUNCIE DELAWARE CLEAN AND BEAUTIFUL
    201 E JACKSON STREET
    MUNCIE,IN47305     		N/A PC DOWNTOWN CLEANUP, CAPACITY BUILDING GRANT 15,000
    BALL STATE UNIVERSITY
    OFFICE OF CONTRACTS GRANTS
    MUNCIE,IN47306     		N/A PC VARIOUS 10,000
    CANCER SERVICES OF EAST CENTRAL INDIANA
    401 W JACKSON ST
    MUNCIE,IN47305     		N/A PC AGENCY UPDATING/ RED DOOR MOVEMENT 25,000
    THE CONSERVATION LAW CENTER
    116 S INDIANA AVE
    BLOOMINGTON,IN47408     		N/A PC IN FRESHWATER SYSTEMS QUALITY/ QUANTITY 25,000
    HILLCROFT SERVICES INC
    114 EAST STREETER AVE
    MUNCIE,IN47303     		N/A PC TECHNOLOGY, FINANCIAL LITERACY AND EMPLOYMENT SEEKING TRAINING 20,000
    INDEPENDENT COLLEGES OF INDIANA INC
    3135 N MERIDIAN ST
    INDIANAPOLIS,IN46208     		N/A SO I BALL VENTURE FUND 2013-2014 80,000
    INSIDE OUT CDC
    300 NORTH MADISON
    MUNCIE,IN47305     		N/A PC PLANNING GOLDSMITH GILBERT COMMUNITY 10,000
    LEAD ECI INC
    1208 W WHITE RIVER BLVD SUITE 127
    MUNCIE,IN47303     		N/A PC CONVERGE 2013 2,000
    MOTIVATE OUR MINDS
    2023 E HIGHLAND
    MUNCIE,IN47303     		N/A PC ENVIRONMENTAL DEMONSTRATION PROJECT, STRATEGIC PLANNING/OPERATIONS 45,000
    MUNCIE DOWNTOWN DEVELOPMENT PARTNERSHIP
    111 E ADAMS ST
    MUNCIE,IN47305     		N/A PC MUNCIE THREE TRAILS MUSIC SERIES, DOWNTOWN: THE ORIGINAL MUNCIE 50,000
    MUSIC FOR ALL INC
    39 W JACKSON PL SUITE 150
    INDIANAPOLIS,IN46225     		N/A PC MUSIC FOR ALL SUMMER SYMPOSIUM 25,000
    NEW CASTLE COMMUNITY SCHOOL CORP
    322 ELLIOTT AVE
    NEW CASTLE,IN47362     		N/A PC CAREER PROGRAM EQUIPMENT 2,579
    PHILIPS OUTDOOR CENTER INC
    1623 W JACKSON ST
    MUNCIE,IN47303     		N/A PC DRAIN PROJECT 19,500
    BALL STATE UNIVERSITY FOUNDATION
    AD 216
    MUNCIE,IN47308     		N/A PC BOLD CAMPAIGN 100,000
    MINNETRISTA CULTURAL FND
    1200 N MINNETRISTA PKWY
    MUNCIE,IN47303     		N/A SO I ENDOWMENT 50,000
    BALL STATE UNIVERSITY
    OFFICE OF CONTRACTS AND GRANTS
    MUNCIE,IN47306     		N/A PC BALL FAMILY HISTORY 120,500
    BALL STATE UNIVERSITY
    OFFICE OF CONTRACTS AND GRANTS
    MUNCIE,IN47306     		N/A PC INDIANA CERTIFIED PUBLIC MANAGER PROGRAM 25,000
    BALL STATE UNIVERISTY
    OFFICE OF CONTRACTS AND GRANTS
    MUNCIE,IN47306     		N/A PC ECO REHAB NETZERO 40,000
    BOY SCOUTS CROSSROADS OF AMERICA CO
    3400 E JACKSON
    MUNCIE,IN47303     		N/A PC SCOUTREACH - UNDERPRIVILEGED YOUTH & CAMP RED WING 40,000
    BRIDGES COMMUNITY SERVICES INC
    318 WEST 8TH STREET
    MUNCIE,IN47304     		N/A PC RAPID REHOUSING/ HOMELESS PREVENTION 5,000
    DELAWARE COUNTY EMERGENCY MGMT
    210 S JEFFERSON STREET
    MUNCIE,IN47305     		N/A PC COMMUNITY PREPAREDNESS EDUCATION OUTREACH 100,000
    IVY TECH FOUNDATION
    345 S HIGH STREET
    MUNCIE,IN47305     		N/A PC CAPITAL CAMPAIGN, STEP UP COLLEGE PREPARATION PROGRAM 190,000
    MAPA INC
    720 E SECOND STREET
    MUNCIE,IN47302     		N/A PC RETHINKING REENTY 45,000
    MARKET PLACE OUTREACH COMMUNITY CEN
    1025 E MAIN
    MUNCIE,IN47305     		N/A PC WINTER 2012 SPRING 2013 FUNDING 2,500
    MUNCIE CIVIC AND COLLEGE SYMPHONY A
    2000 W UNIVERISTY AVE
    MUNCIE,IN47306     		N/A PC MSO GOES TO TOWN-PHASE 2 50,000
    MUNCIE COMMUNITY SCHOOLS
    2501 N OAKWOOD
    MUNCIE,IN47304     		N/A PC CAMP ADVENTURE RENEWAL PROJECT & 2013 EXCELLENCE IN TEACHING AWARD 101,000
    PROJECT LEADERSHIP
    118 W 25TH
    MARION,IN46953     		N/A PC PROJECT LEADERSHIP, DELAWARE COUNTY 100,000
    ROSS COMMUNITY CENTER INC
    1110 W 10TH
    MUNCIE,IN47307     		N/A PC BASEBALL FACILITY RENOVATION PROJECT 300,000
    WOMEN IN BUSINESS UNLIMITED INC
    P O BOX 556
    MUNCIE,IN47308     		N/A NC CATALYST FOR EMPOWERING WOMEN 3,000
    BALL STATE UNIVERSITY
    200 W UNIVERSITY AVE
    MUNCIE,IN47306     		N/A PC BUILDING BETTER NEIGHBORHOODS 80,000
    BALL STATE UNIVERSITY
    2000 W UNIVERSITY AVE
    MUNCIE,IN47306     		N/A PC FAMILY FINANCIAL FITNESS 9,600
    THE ARC OF INDIANA
    107 N PENNSYLVANIA ST STE 800
    INDIANAPOLIS,IN46204     		N/A PC HOSPITALITY TRAINING INSTITUTE 80,000
    MUNCIEDELAWARE FIRST ROBOTICS-TEAM
    PO BOX 218
    MUNCIE,IN47308     		N/A PC PARTICIPATION IN 2013 FIRST ROBOTICS COMPETITION 15,000
    BENJAMIN HARRISON PRESIDENTIAL SITE
    1230 N DELAWARE ST
    INDIANAPOLIS,IN46202     		N/A PC 4TH GRADE FIELD TRIP 10,000
    HOOSIERS FEEDING THE HUNGRY
    0505 CR 32 PO 131
    CORUNNA,IN46730     		N/A PC MEAT DONATION 1,000
    MUNCIE PUBLIC LIBRARY
    2005 S HIGH ST
    MUNCIE,IN47305     		N/A PC 2013 FISHER GOVERNANCE AWARD 10,000
    COWAN COMMUNITY SCHOOLS
    9401 S NOTTINGHAM
    MUNCIE,IN47302     		N/A PC COWAN CAMP ADVENTURE-OUTDOOR EDUCATIN 3,700
    UNION CHAPEL UNITED METHODIST CHURC
    4622 N BROADWAY
    MUNCIE,IN47303     		N/A PC WHITELY SERVE 1,695
    MUNCIE ARTS AND CULTURAL COUNCIL
    520 E MAIN ST
    MUNCIE,IN47305     		N/A PC INVENTORY OF CITY ART/CULTURAL ASSETS 3,000
    ECI REGIONAL PLANNING DISTRICT
    PO BOX 1901
    MUNCIE,IN47308     		N/A PC ECI BROWNFIELDS DEVELOPMENT PROGRAM 2013 17,500
    TRANSITION RESOURCES CORPORATION
    600 CORPORATION DR
    PENDLETON,IN46064     		N/A PC NATURE PLAYSCAPE FOR HEAD START OF MUNCIE 75,000
    YORKTOWN COMMUNITY SCHOOLS
    2311 S BROADWAY ST
    YORKTOWN,IN47396     		N/A PC 2013 EXCELLENCE IN TEACHING AWARD 15,000
    YWCA OF MUNCIE
    310 E CHARLES ST
    MUNCIE,IN47305     		N/A PC BOILER SYSTEM REPLACEMENT, STRATEGIC PLANNING, EMERGENCY SHELTER 127,300
    SHAFER LEADERSHIP ACADEMY-LEAD ECI
    1208 W WHITE RIVER BLVD STE 127
    MUNCIE,IN47303     		N/A PC PROGRAM ASSESSMENT, DEVELOPMENT & IMPLEMENTATION 25,000
    INDIANA COUNCIL FOR ECONOMIC EDUCAT
    128 MEMORIAL MALL STEWART CTR G-66
    WEST LAFAYETTE,IN47907     		N/A PC TEACHER LEADERS IN ECONOMICS -ECI 6,700
    CHILDRENS BUREAU
    1575 DR MARTIN LUTHER KING JR ST
    INDIANAPOLIS,IN46202     		N/A PC PRO 100 - MUNCIE MODULE 25,000
    LIBERTY-PERRY COMMUNITY SCHOOL CORP
    105 S CR 650 E PO BOX 337
    SELMA,IN47383     		N/A PC 2013 EXCELLENCE IN TEACHING AWARD 1,000
    TEAMWORK FOR QUALITY LIVING
    PO BOX 468
    MUNCIE,IN47308     		N/A PC 2013 DELAWARE CO POVERTY AWARENESS 5,000
    Total .................................bullet 3a 6,315,203
    bApproved for future payment
    BALL STATE UNIVERSITY FOUNDATION
    AD 216
    MUNCIE,IN47308     		N/A PC BOLD CAMPAIGN 500,000
    COMMUNITY FOUNDATION OF MUNCIEDEL CO
    P O BOX 807
    MUNCIE,IN47308     		N/A PC MATCHING GRANT - QUALITY OF PLACE FUND 200,000
    MINNETRISTA CULTURAL FOUNDATION
    1200 N MINNETRISTA PARKWAY
    MUNCIE,IN47303     		N/A SO I MATCHING GRANT - ENDOWMENT CAMPAIGN 50,000
    COMMUNITY FOUNDATION OF MUNCIEDEL C
    PO BOX 807
    MUNCIE,IN47308     		N/A PC BICENTENNIAL NATURE TRUST INITIATIVE 200,000
    BALL STATE UNIVERSITY FOUNDATION
    AD 216
    MUNCIE,IN47308     		N/A PC CARDINAL COMMITMENT CAMPAIGN 800,000
    ROSS COMMUNITY CENTER INC
    1110 W 10TH ST
    MUNCIE,IN47307     		N/A PC BASEBALL FACILITY RENOVATION PROJECT 300,000
    Total .................................bullet 3b 2,050,000
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 17  
    4 Dividends and interest from securities....     14 2,896,625  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 29,105  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 9,241,811  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMISC     14 11,406  
    bOIL ROYALITIES     15 85,872  
    cPTSHP K1 ADJ CARDINAL ETH 110000 252,545 14 89,619  
    dTIFF PTSHPS K-1 ADJ     14 340,383  
    eTIFF PTSHPS UBTI 110000 -9,295      
    12 Subtotal. Add columns (b), (d), and (e).. 243,250 12,694,838  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1312,938,088
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID: 13000170
    Software Version: 2013v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BALL ASSOCIATES 103,077 103,077 103,077 0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    500000 PAR FIRST BOSTON 8-13    
    900000 PAR GOLDMAN SACHS GROUP 1-14    
    500k / 1M PAR MERRILL LYNCH 9-15 495,635 535,365
    400000 PAR WACHOVIA CORP 2-14    
    2100000 PAR FED HOME LN MTG 04-23 2,050,125 2,325,954
    FED HOME LN MTG POOL 5-27 5.5% 291,903 323,071
    FEDERAL NTL MTG ASSN 01-23 5% 88,819 94,511
    90K / 168K FED NAT MTG ASSOC POOL 6-28 90,196 99,366
    100000 UNITED PARCEL SERVICE 4-14 99,778 100,827
    745000 DELUTH MN GO TAXABLE 5% 751,765 801,881
    LOUISVILLE & JEFFERSON CNTY KT 4.65% 831,868 899,031
    BARCLAYS BK PLC VAR 6% 07-20 597,000 587,400
    300000 FPL GROUP CAP INC 2.55% 11-13    
    500000 FPL GROUP CAP INC 2.6% 9-15 499,835 513,280
    112K FED NAT MTG ASSOC PL 3.5% 10/1/2040 113,369 113,928
    103K GOVT NAT MTG ASSC PL 3.5% 7/20/2040 106,051 108,864
    150000 IPS IN SBC REV 3.79% 1/15/17 150,000 156,602
    203283 FED HOME LN BK 2.9% 4/20/17 207,348 210,220
    978K FED NAT MTG ASSOC 3% 12/1/40 972,952 930,002
    1.1M FED HOME LN MTG 3.5% 8/15/26 1,137,125 1,110,665
    1.5M ROYAL BK CANADA 5/18/21 3% 1,494,000 1,492,200
    535K SILICON VALLEY BK 6.05% 6/1/17 561,165 569,871
    100000 BMW BK SALT LK CTY UT .55% 9/13    
    660000 CITIGROUP INC 6.125% 5/15/28 781,706 763,811
    85951 FED FARM CR BK 2% 8/25/15    
    1.35M FED HOME LN MTG 3% 2/15/26 1,397,250 1,316,547
    GOVT NAT MTG ASSOC 2.25% 1/20/41 856,008 802,610
    TEVA PHARMA FIN IV 2.25% 3/18/20 499,775 475,450
    960000 BK NOVA SCOTIA 3% 2/28/28 881,600 878,304
    CHURCH & DWIGHT INC SR NT 3.35% 12/15/15 936,896 939,960
    FED HOME LN MTG SER 4068 2% 2/15/42 232,069 236,863
    FED HOME LN MTG SER 4144 2% 12/15/32 711,942 668,188
    FED NAT MTG ASSOC POOL 3% 5/1/43 747,041 682,313
    GOVT NAT MTG ASSOC II POOL 1.5% 7/20/43 638,726 650,258
    750000 HEWLETT PACKARD CO 2.6% 9/15/17 739,039 762,038
    540000 IL ST GO TAXBL 3.86% 4/1/21 540,000 510,262
    275000 MICROSOFT CORP 3.625% 12/15/23 273,647 275,429
    645000 SLC STUDENT LN 0.3242% 5/15/19 623,793 619,742
    VERIZON COMMUNICATIONS 3.65% 9/14/18 214,991 227,590
    480000 ZIMMER HLDGS INC 4.625% 11/30/19 539,977 522,854

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BALL CORP 411,361 18,855,900
    CHURCH & DWIGHT INC 640,221 1,570,836
    DANAHER CORP 1,314,974 2,678,840
    EXXON MOBIL CORP    
    FANUC LTD UNSP ADR 114,053 234,859
    GOLDMAN SACHS 1,238,499 1,577,614
    MCDONALDS CORP 631,978 960,597
    50 SH MUNCIE IN INDL PK INC    
    NOVARTIS AG SP ADR 179,023 242,185
    PRAXAIR INC 687,015 1,105,255
    STERICYCLE 629,804 1,312,721
    THERMO FISHER SCIENTIFIC INC 856,959 2,338,350
    WALGREEN CO 677,874 1,275,168
    WALMART STORES INC 950,931 1,353,468
    APPLE INC 3,724,690 3,646,630
    COSTCO WHSL CORP NEW 654,067 1,487,750
    DEERE & CO    
    EMERSON ELEC CO 1,146,686 1,951,004
    FRANKLIN RES INC 1,048,483 1,581,802
    INTL BUSINESS MACHINES CORP    
    JPMORGAN CHASE & CO 1,659,402 2,508,792
    METLIFE INC 1,122,489 1,914,160
    NOBLE ENERGY INC 732,215 1,403,066
    TARGET CORP 1,408,092 1,790,541
    TEVA PHARMACEUTICAL INDS LTD SP ADR    
    ARM HLDGS PLC SP ADR 13,224 124,020
    CANADIAN NATL RY CO 110,865 241,480
    CARNIVAL CORP 167,568 183,376
    DASSAULT SYS SA ADR 77,330 128,186
    HANG LUNG PROPERTIES LTD SP ADR    
    HENNES & MAURITZ AB UNSP ADR 119,603 203,417
    KINGFISHER PLC SP ADR 129,853 309,540
    KOMATSU LTD SP ADR 136,222 116,848
    LVMH MOET HENNESSY LOUIS BUITTON SP ADR 156,387 322,017
    NESTLE SA SP ADR 160,405 251,697
    NOVO NORDISK A/S SP ADR 136,045 336,263
    POTASH CORP SASK INC    
    RECKITT BENCKISER GROUP PLC SP ADR 148,776 240,664
    SABMILLER PLC SP ADR 109,023 186,954
    SAP AKTIENGESELLSCHAFT SP ADR 91,564 137,507
    SCHLUMBERGER LTD 1,661,409 2,209,677
    TOYOTA MOTOR CORP SP ADR 2 201,847 283,464
    WAL MART DE MEXICO SAB DE CV SP ADR    
    WELLS FARGO & CO NEW 1,563,262 2,546,940
    BARCLAYS BK IPATH INDL COMMODITY    
    BG GROUP PLC SP ADR    
    CNOOC LTD SP ADR    
    DRIEHAUS EMERGING MKTS GROWTH FD 4,665,747 5,198,524
    EMC CORP    
    FLSMIDTH & CO A/S UNSP    
    FRESENIUS MEDICAL CARE AG & CO SP ADR 127,377 219,386
    HONG KONG EXCHANGES & CLEARING UNSP AD 60,207 119,067
    INDUSTRIAL & COML BK CHINA UNSP ADR 125,998 113,494
    ITAU UNIBANCO HLDG SA SP ADR 144,340 108,940
    MITSUBISHI UFJ FINL GRP SP ADR 227,514 232,310
    QUANTA SVCS INC 854,587 1,041,480
    SELECT SECTOR SPDR CONSUMER DISCRETIONAR 1,173,465 1,911,338
    SOUTHN COPPER CORP 93,881 80,560
    VISA INC CL A 2,113,858 3,006,180
    ABBOTT LABS 829,236 1,222,727
    ASSA ABLOY AB USP ADR 104,789 196,315
    PUBLICIS GROUPE SP ADR 225,142 382,172
    TJX CO INC 606,975 1,720,710
    TENCENT HLDGS LTD UNSP ADR 63,572 184,095
    TURKIYE GARANTI BANKASI SP ADR    
    A O SMITH CORP 73,491 225,415
    ABM INDS INC 87,006 95,262
    ADIDAS AG SP ADR 161,015 273,941
    AIXTRON SE SP ADR    
    ALBEMARLE CORP 899,471 944,511
    AVISTA CORP 7,206 9,077
    BANCO LATINOAMERICANO DE COM 22,856 37,827
    BANK HAWAII CORP 117,234 125,436
    BERRY PETROLEUM CO    
    BLACK BOX CORP DEL 46,999 38,591
    BRINK'S CO    
    BRISTOW GROUP INC 126,992 207,166
    BRUNSWICK CORP 39,267 91,982
    BUCKEYE TECHNOLOGIES INC    
    CA WTR SVC GROUP 38,834 50,293
    CABOT CORP 147,545 220,969
    CAMPUS CREST COMMUNITIES 59,740 51,887
    CARPENTER TECHNOLOGY CORP 80,843 115,132
    CASH AMER INTL INC 221,498 199,313
    CHECK POINT SOFTWARE TECH    
    CHEVRON CORP 2,003,107 2,235,889
    CHINA YUCHAI INTL LTD 10,090 13,169
    CITIGROUP INC 1,596,251 1,787,373
    COOPER COS INC    
    COPA HLDGS SA    
    CRANE CO    
    DIRECTV CL A 1,551,370 2,292,792
    E-HOUSE CHINA HLDGS LTD SP    
    EINSTEIN NOAH RESTAURANT 10,519 9,932
    ENSIGN GROUP INC 30,981 45,997
    EVERCORE PARTNERS INC 95,023 168,580
    GAFISA SA SP ADR    
    GLOBE SPECIALTY METALS INC 20,957 19,559
    GRUPO AEROPORTUARIO DEL PACIFICO 49,495 70,942
    GUESS? INC 330,540 291,002
    HANCOCK HLDG    
    HANOVER INS GROUP INC 158,158 209,761
    HARSCO CORP 42,656 38,793
    HAYNES INTL 42,409 45,739
    HCC INS HLDGS INC 146,283 214,182
    HERMAN MILLER INC 170,411 193,208
    HSN INC 191,169 315,612
    HUMANA INC    
    INTERFACE INC CL A 187,791 246,413
    JMP GROUP INC 24,757 21,319
    KDDI CORP UNSP ADR    
    KNOLL INC 72,675 82,541
    LANDAUER INC 82,167 77,284
    LAS VEGAS SANDS CORP 133,399 231,799
    LAZARD LTD CL A    
    LENNOX INTL INC 19,914 61,073
    LI & FUNG LTD UNSP ADR    
    LITHIA MOTORS INC 33,648 120,930
    MANPOWER INC    
    MERCADOLIBRE INC 85,545 118,677
    MEREDITH CORP 113,697 167,677
    MID AMER APT COMMUNITIES INC    
    MINE SAFETY APPLIANCES 74,104 99,501
    MONMOUTH REAL ESTATE INVST 5,054 5,572
    NATL RETAIL PROPERTIES 22,004 27,297
    NORDSON CORP    
    NUTRISYSTEM INC 29,992 39,061
    OLIN CORP    
    OPPENHEIMER HLDGS INC 27,446 24,160
    ORACLE CORP 1,379,914 1,610,746
    PLANTRONICS INC 163,856 192,164
    PROGRESSIVE WASTE SOLUTIONS 243,425 257,375
    PROTECTIVE LIFE CORP 29,576 86,882
    QUALCOMM INC 1,865,203 2,509,650
    RYDER SYSTEM INC    
    SCHOLASTIC CORP 83,464 94,378
    SCHULMAN A INC 55,982 84,307
    SENSIENT TECHNOLOGIES CORP    
    SERBANK RUSSIA SP    
    SIEMENS AG SP ADR    
    SNAP ON INC    
    SONIC AUTOMOTICE INC 55,543 99,340
    STANCORP FINL GROUP 208,605 339,266
    STARWOOD PROPERTY TR INC    
    STERIS CORP 160,711 207,288
    SWATCH GROUP AG UNSP ADR 96,745 161,103
    TENNANT CO 28,609 48,213
    THOR INDS INC 142,305 195,348
    TOWER GROUP INC    
    TRUSTCO BANK CORP 9,329 14,460
    UMB FINL CORP 99,623 157,486
    VIAD CORP 57,602 71,645
    VODAFONE GROUP PLC    
    WATSCO INC    
    WD 40 CO 78,260 139,801
    YANDEX NV CL A 137,347 206,430
    ACCENTURE PLC 117,876 147,092
    AIA GROUP LTD AP ADR 220,774 286,130
    ALLERGAN INC COM 2,116,496 2,510,408
    AMERN REALTY CAP TR    
    ARCOS DORADOS HLDGS IN CL A 175,605 162,978
    ASML HLDG NV NY REG 136,233 175,219
    BAIDU INC SP ADR 119,841 173,789
    BOOZ ALLEN HAMILTON HLDGS    
    BURBERRY GROUP PLC 165,664 191,130
    CARBO CERAMICS 231,178 298,783
    CASEY GEN STORES INC 35,052 48,894
    COMPASS GROUP PLC SP ADR 154,223 204,164
    COMPASS MINERALS INTL INC    
    CORRECTIONS CORP OF AMER 69,963 82,420
    DESTINATION MATERNITY CORP 15,615 26,145
    DEUTSCHE BK AG 151,870 161,508
    DST SYS INC DEL 31,391 53,900
    ELEKTA AB B    
    EMBRAER SA SP ADR 138,335 149,186
    EMCOR GROUP INC 95,971 120,657
    FLIR SYSTEMS INC 100,816 155,527
    GREAT LAKES DREDGE & DOCK CO 38,090 50,094
    GRUPO AEROPORTUARIO DEL SURESTE SAB 18,514 32,404
    HORCE MANN EDUCATORS CORP 57,119 97,806
    HSBC HLDGS PLC SP ADR 148,310 176,912
    KENNAMETAL INC    
    MICHELIN COMPAGNIE GENERALE DES ESTABLIS 144,141 198,456
    PATTERSON-UTI ENERGY 71,470 104,698
    PEARSON PLC SP ADR 139,766 165,827
    PERRIGO CO 2,663,588 2,685,550
    RITCHIE BROS AUCTIONEERS INC 46,733 53,564
    ROYAL BK SCOTLAND GROUP PLC SP ADR    
    SELECT SECTOR SPDR CONSUMER STAPLES 874,465 1,074,500
    SELECT SECTOR SPDR TR UTILS 873,358 888,498
    SOTHEBYS 59,239 94,377
    SYNGENTA 166,092 174,749
    TAIWAN SEMICONDUCTOR MFG CO LTD 181,300 173,005
    TELEFLEX INC 57,938 90,856
    TULLOW OIL PLC UNSP ADR    
    UTI WORLDWIDE INC    
    YUM BRANDS 200,450 224,259
    ABBVIE INC 899,236 1,684,639
    ALEXANDER & BALDWIN 12,110 10,527
    AMADEUS IT HLDGS SA UNSP ADR 101,072 131,669
    AMC ENTMT HLDGS IN CL A 99,995 107,641
    AMERN REALTY CAP PROPERTIES INC 95,359 85,665
    ANHEUSER BUSCH INBEV NV SP ADR 173,253 182,259
    BANCO BILBAO VIZCAYA SP ADR 129,639 144,914
    BARNES GROUP INC 20,902 29,307
    CHICOS FAS INC 153,013 170,577
    CHINA MOBILE LTD 176,943 171,041
    CLARCOR INC 129,366 164,929
    CONOCOPHILLIPS 1,999,264 2,041,785
    CST BRANDS INC 48,386 48,323
    CUBESMART 187,585 187,582
    CVS/CAREMARK CORP 858,669 1,030,608
    DAKTRONICS INC 59,059 63,802
    EBAY INC 1,606,228 1,618,517
    EXPERIAN GRP LTD SP ADR 119,899 123,216
    FAIR ISAAC CORP 164,470 205,110
    FEI CO 113,350 163,261
    GRANITE CONSTRUCTION INC 42,809 47,153
    HARRIS TEETER SUPERMARKETS INC 108,020 137,588
    HELCA MINING CO 25,111 25,776
    ING GROEP NV SP ADR 199,936 261,469
    INTESA SANPAOLO SPA SP ADR 138,359 147,578
    JULIUS BAER GROUP LTD UNSP ADR 115,032 115,232
    KONE OYJ CL B UNSP ADR 110,268 114,888
    KUBOTA CORP SP ADR 156,052 171,907
    LINN CO 50,256 73,975
    LULULEMON ATHLETICA INC 197,772 172,958
    LUXFER HLDGS PLC SP ADR 18,202 18,628
    MACQUARIE INFRASTRUCTURE COMPANY LLC 94,953 91,116
    MANITOWOC CO INC 65,002 78,169
    MUELLER WATER PRODUCTS IN CL A 77,997 83,271
    NOKIA CORP SP ADR 58,645 58,741
    PACIFIC RUBIALES ENERGY CORP 185,141 158,205
    PARKWAY PROPERTIES INC 72,282 72,125
    PFIZER INC 2,075,077 2,343,195
    PT BK MANDIRI PERSERO TBK UNSP ADR 56,585 41,241
    ROCHE HLDG LTD SP ADR 210,924 240,975
    SELECT SECTOR SPDR INDUSTRIAL ETF 2,526,326 2,853,396
    SINA CORP 55,336 78,352
    SUMITOMO MITSUI TR HLDGS IN SP ADR 188,321 192,813
    SUN HYDRAULICS CORP 10,726 15,393
    TATA MOTORS LTD SP ADR 94,365 117,718
    VANGUARD REIT ETF 1,130,592 1,097,520
    VMWARE INC CL A 1,766,768 1,794,200

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    US Government Securities - End of Year Book Value:

    11,083,217
    US Government Securities - End of Year Fair Market Value:

    10,628,066
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 InvestmentsLandSchedule2
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Buildings 283,022 174,425 108,597 415,000

    TY 2013 InvestmentsOtherSchedule2
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OIL LEASES FMV 80,000 171,743
    TIFF PARTNERS IV FMV 1,195,529 1,020,530
    TIFF EQUITY PARTNERS 2005 FMV 779,801 755,843
    TIFF EQUITY PARTNERS 2006 FMV 707,328 649,344
    TIFF EQUITY PARTNERS 2007 FMV 721,726 675,138
    CARDINAL ETHANOL, LLC FMV 1,019,745 1,019,745
    HOUSE R/E FUND IV FMV 185,374 185,374
    TIFF EQUITY PARTNERS 2008 FMV 815,184 736,278
    TIFF EQUITY PARTNERS 2009 FMV 273,972 251,058
    BRANZAN FUND FMV 483,727 579,769
    TIFF EQUITY PARTNERS 2010 FMV 365,081 335,772

    TY 2013 LandEtcSchedule2
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 162,171 147,541 14,630 14,630


    TY 2013 LegalFeesSchedule
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      6,404 6,404 6,404 0


    TY 2013 OtherAssetsSchedule
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Rounding   2  


    TY 2013 OtherExpensesSchedule
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACTIVITIES & FEES 7,671 7,671 7,671  
    DUES 3,344 3,344 3,344  
    INSURANCE 2,664 2,664 2,664  
    OFFICE RE: CHARITABLE 21,940     21,940
    PARTNERSHIP EXPENSE 142,018 142,018 142,018  
    SUPPLIES & SUNDRY 20,731 20,731 20,731  


    TY 2013 OtherIncomeSchedule2
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC 11,406 11,473 11,473
    OIL ROYALITIES 85,872 94,904 94,904
    PTSHP K1 ADJ CARDINAL ETH 342,164    
    TIFF PTSHPS K-1 ADJ 340,383    
    TIFF PTSHPS UBTI -9,295    


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL REPORT PREP 3,575 0 0 3,575
    CONSULTING FEES 337 337 337 0
    INVESTMENT FEES 396,577 396,577 396,577 0
    OTHER PROF FEES 241 241 241 0


    TY 2013 TaxesSchedule
    Name:
    BALL BROTHERS FOUNDATION
    EIN: 35-0882856
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 214,000      
    FOREIGN TAX W/H ON DIVIDENDS 30,626 30,626 30,626  
    STATE TAX (REFUND) 328 -328 -328