Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$213,959,288J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 right arrow.............
3 Interest on savings and temporary cash investments 23 23  
4 Dividends and interest from securities... 4,135,410 4,135,410  
5a Gross rents............ 7 7  
b Net rental income or (loss) -278,822
6a Net gain or (loss) from sale of assets not on line 10 10,446,579
b Gross sales price for all assets on line 6a 58,413,432
7 Capital gain net income (from Part IV, line 2)... 10,446,579
8 Net short-term capital gain.........  
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
List of Attached Documents:
// Content
346,464 273,549  
12 Total. Add lines 1 through 11........ 14,928,483 14,855,568  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 432,850 26,688   406,162
14 Other employee salaries and wages...... 277,241 2,760   274,480
15 Pension plans, employee benefits....... 266,488 11,266   255,222
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
47,067 47,067    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
176,921 176,921    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
828,429 828,429    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
228,080 49,580    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
22,496 22,496  
20 Occupancy.............. 111,766 27,942   83,825
21 Travel, conferences, and meetings....... 41,317 8,498   32,819
22 Printing and publications.......... 7,018     7,018
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
1,116,175 1,058,514   57,661
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,555,848 2,260,161   1,117,187
25 Contributions, gifts, grants paid....... 8,293,343 8,293,343
26 Total expenses and disbursements. Add lines 24 and 25 11,849,191 2,260,161   9,410,530
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,079,292
b Net investment income (if negative, enter -0-) 12,595,407
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 6,822,870 5,015,972 5,015,972
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 30,604,384 Click to see attachment
List of Attached Documents:
// Content
37,668,317 		32,883,100
b Investments—corporate stock (attach schedule)....... 103,878,304 Click to see attachment
List of Attached Documents:
// Content
100,711,082 		138,098,008
c Investments—corporate bonds (attach schedule)....... 16,176,326 Click to see attachment
List of Attached Documents:
// Content
17,151,833 		15,905,364
11 Investments—land, buildings, and equipment: basis right arrow283,022
Less: accumulated depreciation (attach schedule) right arrow269,551 19,336 Click to see attachment
List of Attached Documents:
// Content
13,471 		675,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,188,657 Click to see attachment
List of Attached Documents:
// Content
13,197,643 		21,379,467
14 Land, buildings, and equipment: basis right arrow93,830
Less: accumulated depreciation (attach schedule) right arrow91,454 1,667 Click to see attachment
List of Attached Documents:
// Content
2,376 		2,377
15 Other assets (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
1 		 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 170,691,544 173,760,695 213,959,288
Liabilities 17 Accounts payable and accrued expenses.......... 12,798 2,657
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 12,798 2,657
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund 38,113,446 38,113,446
28 Retained earnings, accumulated income, endowment, or other funds 132,565,300 135,644,592
29 Total net assets or fund balances (see instructions)..... 170,678,746 173,758,038
30 Total liabilities and net assets/fund balances (see instructions). 170,691,544 173,760,695
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
170,678,746
2
Enter amount from Part I, line 27a .....................
2
3,079,292
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
173,758,038
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
173,758,038
Form 990-PF (2024)
Form 990-PF (2024)
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.)
1 a PUBLICLY TRADED SECURITIES P    
b TIFF 2007 FUND K-1 ST P 2024-01-31 2024-12-31
c TIFF 2007 FUND K-1 LT P 2017-01-01 2024-12-31
d TIFF 2008 FUND K-1 ST P 2024-01-31 2024-12-31
e TIFF 2008 FUND K-1 LT P 2018-01-01 2024-12-31
TIFF 2008 FUND K-1 LT SEC 1231 P 2018-01-01 2024-12-31
TIFF 2009 FUND K-1 LT P 2019-01-01 2024-12-31
TIFF 2010 FUND K-1 ST P 2024-01-31 2024-12-31
TIFF 2010 FUND K-1 LT P 2020-01-01 2024-12-31
TIFF 2010 FUND K-1 LT SEC 1231 P 2020-01-01 2024-12-31
TIFF 2015 FUND K-1 ST P 2024-01-31 2024-12-31
TIFF 2015 FUND K-1 LT P 2020-01-31 2024-12-31
TIFF 2015 FUND K-1 LT SEC 1231 P 2020-01-31 2024-12-31
TIFF 2016 FUND K-1 ST P 2024-01-31 2024-12-31
TIFF 2016 FUND K-1 LT P 2020-01-31 2024-12-31
TIFF 2016 FUND K-1 LT SEC 1231 P 2020-01-31 2024-12-31
TIFF 2017 FUND K-1 ST P 2024-01-31 2024-12-31
TIFF 2017 FUND K-1 LT P 2020-01-31 2024-12-31
TIFF 2017 FUND K-1 LT SEC 1231 P 2020-01-31 2024-12-31
TIFF 2018 FUND K-1 ST P 2024-01-31 2024-12-31
TIFF 2018 FUND K-1 LT P 2020-01-31 2024-12-31
TIFF 2018 FUND K-1 LT SEC 1231 P 2020-01-31 2024-12-31
TIFF 2019 FUND K-1 ST P 2024-01-31 2024-12-31
TIFF 2019 FUND K-1 LT P 2020-01-31 2024-12-31
TIFF 2019 FUND K-1 LT SEC 1231 P 2020-01-01 2024-12-31
TIFF 2020 FUND K-1 ST P 2024-01-31 2024-12-31
TIFF 2020 FUND K-1 LT P 2020-01-31 2024-12-31
TIFF 2021 FUND K-1 ST P 2024-01-31 2024-12-31
TIFF 2021 FUND K-1 LT P 2021-01-31 2024-12-31
TIFF 2021 FUND K-1 LT Sec 1231 P 2021-01-31 2024-12-31
TIFF 2022 FUND K-1 ST P 2024-01-31 2024-12-31
TIFF 2022 FUND K-1 LT P 2022-01-31 2024-12-31
COMMONFUND GPE 2014 K-1 ST P 2024-01-31 2024-12-31
COMMONFUND GPE 2014 K-1 LT P 2020-01-01 2024-12-31
COMMONFUND GPE 2014 K-1 LT SEC 1231 P 2020-01-01 2024-12-31
COMMONFUND GPE II K-1 ST P 2024-01-31 2024-12-31
COMMONFUND GPE II K-1 LT P 2022-01-01 2024-12-31
COMMONFUND GPE II K-1 LT SEC 1231 P 2022-01-01 2024-12-31
COMMONFUND GPE III ST P 2024-01-01 2024-12-31
COMMONFUND GPE III LT P 2022-01-01 2024-12-31
COMMONFUND GPE III LT SEC 1231 P 2022-01-01 2024-12-31
COMMONFUND GPE IV ST P 2024-01-31 2024-12-31
COMMONFUND GPE IV LT P 2023-01-01 2024-12-31
COMMONFUND GPE IV LT SEC 1231 P 2023-01-31 2024-12-31
COMMONFUND CAPITAL VENTURE XII ST P 2024-01-31 2024-12-31
COMMONFUND CAPITAL VENTURE XII LT P 2023-01-31 2024-12-31
BRANZAN ALT INVEST FUND ST P 2024-01-31 2024-12-31
BRANZAN ALT INVEST FUND LT P 2020-01-31 2024-12-31
BRANZAN ALT INVEST FUND LT SEC 1231 P 2020-01-31 2024-12-31
(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 57,264,767   47,938,835 9,325,932
b 1     1
c     13,215 -13,215
d     41 -41
e 45,206     45,206
    108 -108
    210 -210
5     5
933     933
    110 -110
5,511     5,511
308,662     308,662
530     530
296     296
148,055     148,055
    876 -876
    1,053 -1,053
65,940     65,940
    661 -661
101     101
940     940
210     210
    245 -245
    9,812 -9,812
    46 -46
    383 -383
7,534     7,534
    181 -181
885     885
26     26
99     99
991     991
    411 -411
188,494     188,494
2,094     2,094
    666 -666
139,806     139,806
6,612     6,612
88     88
126,052     126,052
567     567
37     37
3,359     3,359
58     58
1,805     1,805
57,030     57,030
1     1
2,158     2,158
34,579     34,579
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       9,325,932
b       1
c       -13,215
d       -41
e       45,206
      -108
      -210
      5
      933
      -110
      5,511
      308,662
      530
      296
      148,055
      -876
      -1,053
      65,940
      -661
      101
      940
      210
      -245
      -9,812
      -46
      -383
      7,534
      -181
      885
      26
      99
      991
      -411
      188,494
      2,094
      -666
      139,806
      6,612
      88
      126,052
      567
      37
      3,359
      58
      1,805
      57,030
      1
      2,158
      34,579
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 10,446,579
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  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 175,076
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 175,076
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- ..... 5 175,076
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 203,316
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.............. 7 203,316
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 28,240
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow28,240 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 addressright arrowwww.ballfdn.org
14
The books are in care ofright arrowBALL ASSOCIATES Telephone no.right arrow (765) 741-5500

Located atright arrowP O BOX 1408MUNCIEIN ZIP+4right arrow47308
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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 instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
 
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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    
PO BOX 1408
MUNCIE,IN47308
JAMES A FISHER Chair/Director
4.00 		0    
PO BOX 1408
MUNCIE,IN47308
ELIZABETH M BRACKEN Director
1.00 		0    
PO BOX 1408
MUNCIE,IN47308
JUDITH F OETINGER Director
1.00 		0    
PO BOX 1408
MUNCIE,IN47308
JEFFREY C BIRD Director
1.00 		0    
PO BOX 1408
MUNCIE,IN47308
WILLIAM M BRACKEN Director
1.00 		0    
PO BOX 1408
MUNCIE,IN47308
STEPHANIE C DUCKMANN Director
1.00 		0    
PO BOX 1408
MUNCIE,IN47308
LAURA HILL Director
1.00 		0    
PO BOX 1408
MUNCIE,IN47308
SCOTT E SCHOCKLEY Ast Sec&A Treas
1.00 		0    
PO BOX 1408
MUNCIE,IN47308
MICHAEL J FISHER President/CEO
40.00 		290,985 90,919 2,112
PO BOX 1408
MUNCIE,IN47308
STACY J MCHENRY Director
1.00 		0    
PO BOX 1408
MUNCIE,IN47308
JENNA L WACHTMANN Vice President
40.00 		141,865 39,022  
PO BOX 1408
MUNCIE,IN47308
FRANK B PETTY Vice Chair/Dir
4.00 		0    
PO BOX 1408
MUNCIE,IN47308
CHARLES F BALL Secretary
2.00 		0    
PO BOX 1408
MUNCIE,IN47308
EDMUND F PETTY JR Treasurer
6.00 		0    
PO BOX 1408
MUNCIE,IN47308
DENNIS TRAMMELL JR Director
1.00 		0    
PO BOX 1408
MUNCIE,IN47308
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 SR PROGRAM OFFICER
20.00 		70,260 10,539  
PO BOX 1408
MUNCIE,IN47308
DONNA K MUNCHEL GRANT PROCESS MGR
40.00 		94,923 33,375  
PO BOX 1408
MUNCIE,IN47308
SUSAN E BRUMLEY EXECUTIVE ASST
40.00 		59,808 26,714  
PO BOX 1408
MUNCIE,IN47308
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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
OLD NATIONAL WEALTH MANAGEMENT INVESTMENTS MANAGEMENT 639,961
320 S HIGH ST
MUNCIE,IN47305
PRIDEMARK CONSTRUCTION GENERAL CONTRACTOR 206,808
PO BOX 951
MUNCIE,IN47308
CAMBRIDGE ASSOCIATES LLC INVESTMENTS MANAGEMENT 75,788
PO BOX 412015
BOSTON,MA02241
ALPHA CAPITAL MANAGEMENT LLC CONSULTANT 55,000
3630 PEACHTREE ROAD NE STE 1075
ATLANTA,GA30326
BALL ASSOCIATES PROFESSIONAL SERVICES 176,921
PO BOX 1408
MUNCIE,IN47308
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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  
Part VIII-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 instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
213,200,887
b
Average of monthly cash balances.......................
1b
170,682
c
Fair market value of all other assets (see instructions)................
1c
675,000
d
Total (add lines 1a, b, and c).........................
1d
214,046,569
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
214,046,569
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,210,699
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
210,835,870
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,541,794
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
10,541,794
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
175,076
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
175,076
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,366,718
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
10,366,718
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
10,366,718
Part XI
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
9,410,530
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
9,410,530
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 10,366,718
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 7,286,017
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 9,410,530
a Applied to 2023, but not more than line 2a 7,286,017
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 2024 distributable amount..... 2,124,513
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		8,242,205
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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
info@ballfdn.org
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS CAN BE SUBMITTED ON-LINE AT THE FOUNDATION'S WEBSITE AT WWW.BALLFDN.ORG. SUBMISSION DETAILS, AVAILABLE ON THE WEBSITE, DETAIL REQUIRED ATTACHMENTS.
cAny submission deadlines:
GRANT DEADLINES VARY BY TYPE. DEADLINES AT WWW.BALLFDN.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
BALL BROTHERS FOUNDATION ONLY PROVIDES GRANTS TO ORGANIZATIONS OPERATING WITHIN THE STATE OF INDIANA. AREAS OF INTEREST INCLUDE ARTS, CULTURE, HUMANITIES; EDUCATION; ENVIRONMENT; HEALTH; HUMAN SERVICES; PUBLIC/SOCIETY BENEFIT. GRANTS ARE AWARDED FOR PROJECT/PROGRAM-SPECIFIC REQUESTS, GENERAL OPERATIONS, CAPACITY- BUILDING, AND SEED MONEY FOR NEW EFFORTS. ADDITIONAL DETAILS ARE AVAILABLE AT WWW.BALLFDN.ORG
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

COLLEGE MENTORS FOR KIDS

212 W 10TH ST SUITE B260
INDIANAPOLIS,IN46202 		N/A PC MUNCIE MENTOR PROGRAM 5,000

DELAWARE ADVANCEMENT CORP

401 S HIGH STREET
MUNCIE,IN47305 		N/A PC ECI REGIONAL CLUSTER STUDY 3,000

DELAWARE COUNTY SOIL & WATER

3641 N BRIARWOOD LANE
MUNCIE,IN47304 		N/A GOV UPPER WHITE RIVER WATERSHED MANAGEMENT PLAN PHASE 2; WHITE RIVER BRANDING PHASE 3 50,000

CARDINAL GREENWAY INC

700 E WYSOR STREET
MUNCIE,IN47305 		N/A PC OPERATING SUPPORT; CLOSING THE CARDINAL GREENWAY GAP PHASE I 200,000

ECI REGIONAL PARTNERSHIP INC

PO BOX 1912
MUNCIE,IN47308 		N/A PC 2025 OPERATING SUPPORT; ECI HEALTHCARE PIPELINE SUMMIT 115,000

INDIANA YOUTH INSTITUTE

603 E WASHINGTON ST STE 800
INDIANAPOLIS,IN46204 		N/A SO I ENHANCING ORGANIZATIONAL CAPACITY 45,000

MINNETRISTA MUSEUM & GARDENS

1200 N MINNETRISTA PKWY
MUNCIE,IN47303 		N/A SO I GENERAL OPERATIONS & CAPITAL SUPPORT; FELLOWS 2,790,000

YMCA OF MUNCIE

500 S MULBERRY ST
MUNCIE,IN47305 		N/A PC CAMP CROSLEY CAPITAL PHASE 2; MITCHELL EARLY CHILDHOOD & FAMILY CENTER 290,000

HUFFER MEMORIAL CHILDRENS CENTER

2000 N ELGIN STREET
MUNCIE,IN47302 		N/A PC STRENGTHENING THE GAP; AIR CONDITIONER 35,000

SECOND HARVEST FOODBANK EAST CENTRAL IN

6621 N OLD SR 3
MUNCIE,IN47303 		N/A PC COOLER & COOL ROOM EXPANSION & GENERAL OPERATIONS 100,000

COMMUNITY FOUNDATION OF MUNCIE & DE

PO BOX 807
MUNCIE,IN47308 		N/A PC A STUDY OF OUR ARTS OPPORTUNITIES 165,000

UNITED DAY CARE CENTER OF DE COUNTY

312 S VINE ST
MUNCIE,IN47302 		N/A PC EMERGENCY REPAIRS TO FIRE PREVENTION EQUIPMENT & PHONE SYSTEM; EXPANSION 129,000

YOUTH OPPORTUNITY CENTER INC

3700 W KILGORE AVE
MUNCIE,IN47304 		N/A PC EDUCATIONAL SERVICES ENHANCEMENT 35,000

CORNERSTONE CENTER FOR THE ARTS

520 E MAIN STREET
MUNCIE,IN47305 		N/A PC CORNERSTONE CENTER FOR THE ARTS INSIDE & OUT; GENERAL OPERATIONS & CONSULTANT SUPPORT 200,000

MUNCIE CIVIC THEATRE

216 E MAIN STREET
MUNCIE,IN47305 		N/A PC OPERATING EXPENSES 30,000

RED TAIL CONSERVANCY

PO BOX 8
MUNCIE,IN47308 		N/A PC PROTECTING HABITATS, INSPIRING WONDER 75,000

MUNCIE INNOVATION CONNECTOR

1208 W WHITE RIVER BLVD
MUNCIE,IN47303 		N/A PC STRATEGIC PLANNING INITIATIVE; ASSISTANCE WITH IT - TECHNOLOGY TRANSITION FROM BALL STATE 25,000

WHITELEY COMMUNITY COUNCIL

PO BOX 665
MUNCIE,IN47308 		N/A PC CENTENNIAL RESOURCE HUB; CAMPAIGN CONSULTANT OPPORTUNITY 255,000

HILLCROFT SERVICES INC

114 EAST STREETER AVE
MUNCIE,IN47303 		N/A PC MARCH DISABILITY AWARENESS CAMPAIGN 5,000

INDEPENDENT COLLEGES OF INDIANA INC

3135 N MERIDIAN ST
INDIANAPOLIS,IN46208 		N/A SO I BALL VENTURE FUND 100,000

MOTIVATE OUR MINDS

2023 E HIGHLAND
MUNCIE,IN47303 		N/A PC OUT OF SCHOOL PROGRAM SUPPORT 40,000

MUNCIE DOWNTOWN DEVELOPMENT PARTNERSHIP

111 E ADAMS ST
MUNCIE,IN47305 		N/A PC DWNTWN BRAND & MARKETING; MUNCIE THREE TRAILS MUSIC SERIES 55,000

MUSIC FOR ALL INC

39 W JACKSON PL SUITE 150
INDIANAPOLIS,IN46225 		N/A PC SUMMER SYMPOSIUM 20,000

BALL STATE UNIVERSITY FOUNDATION

2800 BETHEL AVE
MUNCIE,IN47304 		N/A PC FLIGHT PATH FUND 250,000
AMERICAN RED CROSS-GREATER INDIANAP


1510 N MEREDIAN ST
INDIANAPOLIS,IN46202 		N/A PC INDIANA TORNADO; ZERO TO HERO DISASTER ACTION TEAM RESPONDER TRAINING; IN DEPLOYMENTS TO HELP HURRICANE HELENE SURVIVORS 15,000
BALL STATE UNIVERSITY


2000 W UNIVERSITY AVE
MUNCIE,IN47306 		N/A PC LONGFELLOW SCHOOL FAMILY/SCHOOL/ COMMUNITY 60,000
BALL STATE UNIVERSITY


2000 W UNIVERSITY AVE
MUNCIE,IN47306 		N/A PC CARDINAL ACADEMY OF DIGITAL SECURITY 25,000
BALL STATE UNIVERSITY


2000 W UNIVERSITY AVE
MUNCIE,IN47306 		N/A PC FREDERICK DOUGLASS JAZZ WORKS; INDIANA CONNECTION LOUNGE; IMAGINING, REPAIRING, BUILDING IN OLD WEST END 15,000
DELAWARE COUNTY SHERIFF'S OFFICE


100 W WASHINGTON
MUNCIE,IN47305 		N/A GOV PROJECT SYBERTOOTH 10,000
IVY TECH FOUNDATION


50 W FALL CREEK PKWY N DR
INDIANAPOLIS,IN46208 		N/A PC COLLEGE & CAREER CONCIERGE FOR PATHWAYS TO OPPORTUNITY; EMT BASIC PATHWAY 70,000
MUNCIE ACTION PLAN


720 E 2ND STREET
MUNCIE,IN47305 		N/A PC MUNCIE ACTION PLAN 2024-25; TASK FORCE 1: TOGETHERDM COALITION FACILITATION 20,000
MUNCIE COMMUNITY SCHOOLS


2500 N ELGIN ST
MUNCIE,IN47303 		N/A PC PREK-12 INNOVATION & ENHANCEMENT & EXCELLENCE IN TEACHING AWARD 469,000
MUNCIE POLICE DEPARTMENT


300 N HIGH STREET
MUNCIE,IN47305 		N/A GOV PROJECT SYBERTOOTH; MPD SMART UNITY TRAINING OPPORTUNITY 15,000
ROSS COMMUNITY CENTER INC


1110 W 10TH
MUNCIE,IN47307 		N/A PC OPERATING SUPPORT 95,000

BALL STATE UNIVERSITY

2000 W UNIVERSITY AVE
MUNCIE,IN47306 		N/A PC PROJECT SYBERTOOTH 5,000

BALL STATE UNIVERSITY

2000 W UNIVERSITY AVE
MUNCIE,IN47306 		N/A PC THE HEALTHY LIFESTYLE CENTER & MANAGING HOUSING FOR IUSM-M STUDENTS; SUPPORTING OUR COMMUNITY THROUGH INNOVATION 20,000
MUNCIE ARTS AND CULTURAL COUNCIL


520 E MAIN ST
MUNCIE,IN47305 		N/A PC OPERATIONS 2024-2025 20,000
YORKTOWN COMMUNITY SCHOOLS


2311 S BROADWAY ST
YORKTOWN,IN47396 		N/A PC EXCELLANCE IN TEACHING AWARD 1,500

YWCA CENTRAL INDIANA

310 E CHARLES ST
MUNCIE,IN47305 		N/A PC EMERGENCY SHELTER & COTS STAY PROGRAM; CAPITAL CAMPAIGN FEASIBILITY STUDY 85,000
SHAFER LEADERSHIP ACADEMY


1208 W WHITE RIVER BLVD STE 127
MUNCIE,IN47303 		N/A PC ORGANIZATIONAL SUSTAINABILITY & REVENUE GROWTH 50,000

DALEVILLE COMMUNITY SCHOOLS

14300 W 2ND ST
DALEVILLE,IN47334 		N/A PC OUTDOOR LEARNING LAB COORDINATOR 50,000

DELAWARE COUNTY HISTORICAL SOCIETY

120 E WASHINGTON ST
MUNCIE,IN47305 		N/A PC 2027 DELAWARE CO BICENTENNIAL INITIATIVE 20,000

TEENWORKS

PO BOX 40177
INDIANAPOLIS,IN46240 		N/A SO I SUMMER PROGRAM IN MUNCIE 50,000

INDIANA PHILANTHROPY ALLIANCE

32 E WASHINGTON ST SUITE 1100
INDIANAPOLIS,IN46204 		N/A PC STATEWIDE SUPPORT; IN GRANTMAKING COURSE REVITALIZATION 17,150

BALL STATE UNIVERSITY

2000 W UNIVERSITY AVE
MUNCIE,IN47306 		N/A PC O.W.L.ONWARD WITH LEARNING BURRIS LABORATORY SCHOOL - PHASE X K-12 INNOVATION & ENHANCEMENT SUPPORT 175,000

MUNCIE BY5

201 E JACKSON STE 400
MUNCIE,IN47305 		N/A SO I BY5 SUPPORT OF EARLY CARE & LEARNING PROVIDERS; OPERATING EXPENSES 55,000
ecoREHAB OF MUNCIE INC


PO BOX 137
MUNCIE,IN47308 		N/A PF GENERAL OPERATIONS & PANELIZATION PROGRAM 85,000
THE NATURE CONSERVANCY


620 E OHIO ST
INDIANAPOLIS,IN46202 		N/A PC IMPROVING WATER QUALITY IN EAST CENTRAL INDIANA 50,000

SUSTAINABLE MUNCIE CORPORATION

515 E MAIN ST
MUNCIE,IN47305 		N/A PC EXPANDING MAKER EDUCATION 175,000

YOUTH SYMPHONY ORCHESTRAS OF ECI

PO BOX 1463
MUNCIE,IN47308 		N/A PC SUMMER STRINGS CAMP AT ROSS CENTER 5,000

BOYS & GIRLS CLUB OF MUNCIE

1710 S MADISON ST
MUNCIE,IN47302 		N/A PC OPERATING SUPPORT & EXPANSION;MIDWEST LEADERSHIP CONFERENCE; MADISON ST OUTDOOR ENHANCEMENT; FINANCIAL BRIDGE SUPPORT 210,000

MUNCIE SPORTS COMMISSION INC

3700 S MADISON ST
MUNCIE,IN47302 		N/A PC OPERATIONAL SUPPORT 70,000
WES-DEL COMMUNITY SCHOOLS


10290 N CR 600 W
GASTON,IN47342 		N/A PC STEM LAB CAPACITY INCREASE 5,000
INDIANA HUMANITIES


1500 N DELAWARE ST
INDIANAPOLIS,IN46202 		N/A PC INDIANA HUMANITIES CAMPFIRES 5,000

BALL STATE UNIVERSITY

2000 W UNIVERSITY AVE
MUNCIE,IN47306 		N/A PC ENHANCING HISTORIC BUILDING PERFORMANCE & SUSTAINABILITY AT MAPLEWOOD 4,900

JAY-RANDOLPH DEVELOPMENTAL SERVICES INC

901 E WATER ST
PORTLAND,IN47371 		N/A PC COMPUTER UPGRADE 4,900

MERIDIAN HEALTH SERVICES

240 N TILLOTSON
MUNCIE,IN47304 		N/A PC FLU-LAPALOOZA; SCHOOL ASSEMBLY 10,000

GREATER MUNCIE IN HABITAT FOR HUMANITY

PO BOX 1119
MUNCIE,IN47308 		N/A PC HOUSING IMPACT 200,000
CHRISTIAN MINISTRIES OF DELAWARE CO


401 E MAIN ST
MUNCIE,IN47305 		N/A PC SECURITY CAMERA UPGRADE 5,000
MUNCIE LAND BANK INC


2000 W UNIVERSITY AB 327
MUNCIE,IN47306 		N/A PC ADMINISTRATIVE SUPPORT: PROPEL MLB;FISHER GOVERNANCE AWARD 55,000
URBAN LIGHT CDC


PO BOX 3185
MUNCIE,IN47307 		N/A PC GENERAL OPERATING SUPPORT 10,000
THE ARC OF INDIANA FOUNDATION


143 W MARKET ST STE 200
INDIANAPOLIS,IN46204 		N/A SO I ERSKINE GREEN TRAINING INSTITUTE MUNCIE 50,000
INDIANA UNIVERSITY FOUNDATION


301 UNIVERSITY BLVD RM 1031
INDIANAPOLIS,IN46202 		N/A PC OPTIMUS PRIMARY: IU SCHOOL OF MEDICINE MUNCIE 70,000
MUNCIE CHILDREN'S MUSEUM


515 S HIGH ST
MUNCIE,IN47305 		N/A PC MORE TO EXPLORE - NATURE LEARNING; NATURE EVERYWHERE CONFERENCE 32,450
DELAWARE CO HEALTH DEPARTMENT


125 N MULBERRY ST
MUNCIE,IN47305 		N/A GOV OP HFDC24 25,000
IU HEALTH FOUNDATION


1633 N CAPITAL AVE STE 1200
INDIANAPOLIS,IN46202 		N/A SO I CONGREGATIONAL CARE NETWORK DELAWARE CO EXPANSION; VIRTUAL REALITY TRAINING TO IMPROVE CULTURAL HISTORY 35,000
MUNCIE DELAWARE CO SENIOR CITIZENS


2517 W 8TH ST
MUNCIE,IN47302 		N/A PC ELECTRICAL UPGRADE 7,500
MUNCIE FIRE DEPARTMENT


300 N HIGH ST
MUNCIE,IN47305 		N/A GOV TRAINING CENTER UPGRADE 5,000
OPEN DOOR HEALTH SERVICES


333 S MADISON ST
MUNCIE,IN47305 		N/A PC GENERAL OPERATIONS SUPPORT FOR RESIDENT LED NEIGHBORHOOD REVITALIZATION; MEDICAL ASSISTANT PROGRAM PARTNERSHIP; CONNECTIONS TEAM; CONSULTING REPORT; FLU SHOT EVENTS 73,950
TAYLOR UNIVERSITY


236 W READE AVENUE
UPLAND,IN46989 		N/A PC EQUIPPING NURSING STUDENTS TO IMPROVE MATERNAL & CHILD HEALTHCARE 20,000
BROTHERS 2 BROTHERS UNITED INC


306 E 5TH ST
MUNCIE,IN47302 		N/A PC UNITED MENTORING CENTER; FINANCIAL SUPPORT 12,000
EATON VOLUNTEER FIRE DEPARTMENT


602 E HARRIS ST
EATON,IN47338 		N/A GOV SHIPPING CONTAINERS 5,000
LIBERTY TOWNSHIP FIRE DEPARTMENT


40 N 600 E
SELMA,IN47383 		N/A GOV 2024 TORNADO RESPONSE 5,000
PRECIOUS HEARTS DEVELOPMENT CENTER


801 N GAVIN ST
MUNCIE,IN47303 		N/A PC NEW TRANSPORTATION 25,000
THE WHITE RIVER ALLIANCE


1052 WOODLAWN AVE
INDIANAPOLIS,IN46203 		N/A PC RAISING THE GRADE THROUGH ACTION & COORDINATION 10,000
DELAWARE COUNTY PROSECUTOR'S OFFICE


3100 S TILLOTSON AVE
MUNCIE,IN47302 		N/A GOV DELAWARE COUNTY HIGH-TECH CRIME UNIT 100,000
FRANKLIN COLLEGE


101 BRANIGIN BLVD
FRANKLIN,IN46131 		N/A PC 3RD ANNUAL NATIONAL TRAUMA JOURNALISM SYMPOSIUM 5,000
HEART OF INDIANA UNITED WAY


PO BOX 968
MUNCIE,IN47308 		N/A PC CAMPAIGN MATCHING GRANT 75,000
MUNCIE SANITARY DISTRICT


300 N HIGH ST
MUNCIE,IN47305 		N/A GOV ENHANCEMENTS OF WHITE RIVER EDUCATION & RESEARCH AND FRESHWATER MUSSEL PROPAGATION FACILITIES 50,000
ORCHESTRA INDIANA


PO BOX 1236
MUNCIE,IN47308 		N/A PC GENERAL OPERATING SUPPORT; ECLIPSED: A MAGICAL EVENING OF MUSIC 45,000
RECOVERY CAFE' MUNCIE


201 E CHARLES ST
MUNCIE,IN47305 		N/A PC PROGRAM SUPPORT 5,000
ALBANY POLICE DEPARTMENT


212 E STATE STREET
ALBANY,IN47320 		N/A GOV TRAINING PROGRAM EQUIPMENT 4,700
BLACKFORD CO ECONOMIC DEVELOPMENT


121 N HIGH ST
HARTFORD CITY,IN47348 		N/A NC COMMUNITY LEADERSHIP PROGRAM; REGIONAL TARGET INDUSTRY/CLUSTER ANALYSIS 8,000
CITY OF MUNCIE


300 N HIGH ST
MUNCIE,IN47305 		N/A GOV PARKS & RECREATION DEPARTMENT TUHEY POOL SWIM LESSONS 5,000
FAYETTE COUNTY INDUSTRIAL DEVELOPME


721 W 21ST ST
CONNERSVILLE,IN47331 		N/A PC ECI INDUSTRY ANALYSIS 3,000
GRANT CO ECONOMIC GROWTH COUNCIL


301 S ADAMS ST
MARION,IN46952 		N/A PC ECI REGIONAL CLUSTER STUDY 3,000
JAY COUNTY DEVELOPMENT CORPORATION


118 S MERIDIAN ST
PORTLAND,IN47371 		N/A NC ECI REGIONAL CLUSTER STUDY 3,000
NATIONAL INVENTORS HALL OF FAME INC


3701 HIGHLAND PARK NW
NORTH CANTON,OH44720 		N/A PC CAMP INVENTION STEM, INNOVATION, CREATIVITY & ENTREPRENEURSHIP PROGRAM-DELWARE CO YOUTH 3,000
NEW CASTLE HENRY CO ECONOMIC DEVELO


100 S MAIN ST
NEW CASTLE,IN47362 		N/A NC ECI REGIONAL CLUSTER STUDY 3,000
NONPROFIT SUPPORT NETWORK


108 S WALNUT ST
MUNCIE,IN47305 		  PC OPERATIONS & PROGRAMS; PROGRAM TRANSITION; FELLOWS 90,000
RANDOLPH CO COMMUNITY ECONOMIC DEVE


423 N EAST ST
WINCHESTER,IN47394 		N/A PC ECI REGIONAL TARGET INDUSTRY/CLUSTER ANALYSIS 3,000
ANDERSON UNIVERSITY


1100 E 5TH
ANDERSON,IN46012 		N/A PC AU CSSCD CYBERSECURITY WORKFORCE PIPELINE DEVELOPMENT 25,000
ANIMAL RESCUE FUND


1209 W RIGGIN RD
MUNCIE,IN47303 		N/A PC NEW ADMIN BUILDING 5,000
CITY OF HARTFORD CITY INDIANA


100 N WALNUT ST
HARTFORD CITY,IN47348 		N/A GOV PEDESTRIAN/BICYCLE MASTER PLAN 5,000
CLASSROOM CONNECTIONS OF EAST CENTR


PO BOX 925
MUNCIE,IN47308 		N/A PC OPERATION SUPPORT 2,500
DELAWARE CO EMERGENCY COMMUNICATION


210 S JEFFERSON ST
MUNCIE,IN47305 		N/A GOV CONTINUED DISPATCH TRAINING 4,500
DELAWARE COUNTY EXPOSITION CENTER


1210 N WHEELING AVE
MUNCIE,IN47303 		N/A NC FITFAIR: ENHANCING HEALTH & WELLNESS AT OUR FAIRGROUNDS 5,000
DESTINY CHRISTIAN CENTER INTERNATIO


5000 E CENTENNIAL
MUNCIE,IN47303 		N/A PC PLAYGROUND UPGRADES 15,000
EAST MADISON FIRE TERRITORY


207 E MAIN ST
CHESTERFIELD,IN46017 		N/A GOV DRONE PROGRAM 5,000
EDC OF WAYNE COUNTY


PO BOX 1919
RICHMOND,IN47375 		N/A PC ECI REGIONAL CLUSTER STUDY 3,000
ESKENAZI HEALTH FOUNDATION


720 ESKENAZI AVE
INDIANAPOLIS,IN46202 		N/A PC G. S. FEHRIBACH CENTER MUNCIE PROJECT 5,000
HEART REACH CARMEL INC


15147 GRASSY CREEK CT
CARMEL,IN46033 		N/A PC DELAWARE CO SHERIFF AEDs 5,000
IN COMMISSION HIGHER ED IND HUMANIT


101 W OHIO ST
INDIANAPOLIS,IN46204 		N/A GOV SECURING FUTURES THROUGH EDUCATION 5,000
JOBSOURCE INC


PO BOX 149
ANDERSON,IN46015 		N/A PC MUNCIE SCHOLAR HOUSE 10,000
MUNCIE COMMUNITY SCHOOLS ED FOUNDAT


4301 S COWAN RD
MUNCIE,IN47302 		N/A PC WEBSITE FOR MCS EDUCATION FOUNDATION 4,793
NEARSPACE EDUCATION INC


PO BOX 597
UPLAND,IN46989 		N/A PC NEARSPACE EDUCATION AEROSPACE CLUB 5,000
NEGASI GARDENS AG EXPERIENCE


7200 E GAY VIEW LANE
SELMA,IN47383 		N/A PC FARM TO SCHOOL START UP 2,500
RANDOLPH CO HOMELAND SECURITY EMA


155 E SOUTH ST
WINCHESTER,IN47394 		N/A GOV 2024 TORNADO RESPONSE 5,000
RILEY CHILDREN'S FOUNDATION


500 N MERIDIAN
INDIANAPOLIS,IN46204 		N/A PC LARGE SCALE T-IDSCREENING 100,000
SELMA POLICE DEPARTMENT


316 S ALBANY
SELMA,IN47383 		N/A GOV RADIO UPGRADE INITIATIVE 5,000
TOWN OF SELMA


316 S ALBANY ST
SELMA,IN47383 		N/A GOV 2024 TORNADO RESPONSE 5,000
URBAN LIGHT COMMUNITY CHURCH


1400 S MADISON ST
MUNCIE,IN47302 		N/A PC SOCIAL SERVICES HUB IN MUNCIE 20,000
VISION CORNER


202 N COLUMBIA
UNION CITY,IN47390 		N/A PC ESPORTS - SIM RIGS 15,000
Total .................................right arrow 3a 8,293,343
bApproved for future payment

MINNETRISTA MUSEUM & GARDENS
1200 N MINNETRISTA PARKWAY
MUNCIE,IN47303 		N/A SO I GENERAL OPERATIONS & CAPITAL SUPPORT 2,775,000
BALL STATE UNIVERSITY FOUNDATION

AD 216
MUNCIE,IN47308 		N/A PC CAPITAL PROJECT: PERFORMING ARTS CENTER 2,500,000
DALEVILLE COMMUNITY SCHOOLS

14300 W 2ND ST
DALEVILLE,IN47334 		N/A PC OUTDOOR LEARNING LAB COORDINATOR 50,000
SHAFER LEADERSHIP ACADEMY

1208 W WHITE RIVER BLVD STE 127
MUNCIE,IN47303 		N/A PC ORGANIZATIONAL SUSTAINABILITY & REVENUE GROWTH 50,000
Total ................................. right arrow 3b 5,375,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 23  
4 Dividends and interest from securities ....     14 4,135,410  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -278,822  
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 10,446,579  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aBRANZAN ALT INVESTK1 UBTI 		523000 2,868 14 -6  
bMISCELLANEOUS     14 228,205  
cNET RENTAL ALT INVESTMENTS     16 -3,691  
dPTSHP K1 CARDINAL ETHANOL 110000 16,004 14 -848  
eROYALTIES ALT INVEST     15 49,035  
fTIFF & COMMONFD K-1s UBTI 525990 56,073      
gTIFF & COMMONFUND K-1s 525990   14 -1,176  
12 Subtotal. Add columns (b), (d), and (e) .. 74,945 14,574,709  
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,649,654
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BALL ASSOCIATES 176,921 176,921 0 0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
ecoREHAB OF MUNCIE INC PO BOX 137
MUNCIE,IN47308 		2022-10-26 85,000 MCKINLEY NEIGHBORHOOD PROJECT   No 10/2/23, 5/30/24, 9/30/24,7/30/25   INTERIM REPORTS RECEIVED AND REVIEWED.EXTENDED DUE DATE OF FINAL REPORT TO 12/31/25.
ecoREHAB OF MUNCIE INC PO BOX 137
MUNCIE,IN47308 		2023-11-01 85,000 SUPPORT STAFF & STUDIO SPACE 85,000 No 11/30/24 & 2/19/25 2025-02-19 FINAL REPORT RECEIVED 2/19/25. FUNDS EXPENDED AS EXPECTED. ADDITIONAL VERIFICATION CONSIDERED UNNECESSARY.
ecoREHAB OF MUNCIE INC PO BOX 137
MUNCIE,IN47308 		2024-10-11 85,000 GENERAL OPERATIONS & PANELIZATION PROGRAM   No     FIRST GRANT REPORT NOT DUE UNTIL 10/31/25.
NEW CASTLE HENRY CO ECON DEVELOP 100 S MAIN ST
NEW CASTLE,IN47362 		2024-07-24 3,000 EAST CENTRAL INDIANA REGIONAL CLUSTER STUDY 3,000 No 11/25/24 2024-11-25 FINAL REPORT RECEIVED 11/25/24. FUNDS EXPENDED AS EXPECTED. ADDITIONAL VERIFICATION CONSIDERED UNNECESSARY.
JAY CO DEVELOPMENT CORPORATION 118 S MERIDIAN ST
PORTLAND,IN47371 		2023-09-06 5,000 READI 2.0 PLANNING   No 1/29/24, 9/30/24 & 1/17/25   RECEIVED UPDATE 1/29/24, 9/30/24 & 1/17/25. FINAL REPORT DUE DATE 9/30/25.
BLACKFORD CO ECONOMIC DEVELOP CORP 121 N HIGH ST
HARTFORD CITY,IN47348 		2024-07-10 3,000 EAST CENTRAL INDIANA REGIONAL CLUSTER STUDY 3,000 No 1/8/25 2025-01-08 FINAL REPORT RECEIVED 1/8/25. FUNDS EXPENDED AS EXPECTED. ADDITIONAL VERIFICATION CONSIDERED UNNECESSARY.
BLACKFORD CO ECONOMIC DEVELOP CORP 121 N HIGH ST
HARTFORD CITY,IN47348 		2024-02-14 5,000 COMMUNITY LEADERSHIP PROGRAM   No 5/6/25   INTERIM UPDATE RECEIVED 5/6/25 AND REVIEWED. EXTENDED DUE DATE OF FINAL REPORT TO 12/31/25.
DELAWARE CO EXPOSITION CENTER INC 1210 N WHEELING AVE
MUNCIE,IN47303 		2024-03-27 5,000 AEDs 5,000 No 5/17/24 2024-05-17 FINAL REPORT RECEIVED 5/17/24. FUNDS EXPENDED AS EXPECTED. ADDITIONAL VERIFICATION CONSIDERED UNNECESSARY.
JAY CO DEVELOPMENT CORPORATION 118 S MERIDIAN ST
PORTLAND,IN47371 		2024-07-16 3,000 EAST CENTRAL INDIANA REGIONAL CLUSTER STUDY 3,000 No 8/31/25 2025-08-31 FINAL REPORT RECEIVED 8/31/25. FUNDS EXPENDED AS EXPECTED. ADDITIONAL VERIFICATION CONSIDERED UNNECESSARY.

TY 2024 InvestmentsCorpBondsSchedule
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Name of Bond End of Year Book Value End of Year Fair Market Value
APPLE INC 4.375% 5-13-45 273,996 242,754
VISA INC 4.15% 12-14-35 CALLABLE 554,251 512,759
GOLDMAN SACHS GROUP INC 3.75% 5-22-25 411,218 408,495
APPLE INC 3.2% 5/1/27 270,000 262,548
BP CAP MKTS PLC 3.279% 9/19/27 365,345 352,867
JPMORGAN CHASE & CO 4.032% 7/24/48 490,000 386,541
ANHEUSER-BUSCH INBEV FIN 4.9% 2-1-46 207,901 185,369
BAYER US FIN II LLC 144A 4.375% 12-15-28 322,631 312,546
CVS HEALTH CORP 4.3% 3-25-28 433,814 426,320
GEORGIA PWR CO 4.3% 3-15-42 324,409 276,354
GOLDMAN SACHS GROUP IN 3.85% 1-26-27 396,538 402,341
JPMORGAN CHASE & CO 3.125% 1-23-25 399,825 399,620
MARSH & MCLENNAN COS INC 3.75% 3-14-26 420,626 416,044
AT&T INC 4.35% 3-1-29 377,427 352,202
BERKSHIRE HATHAWAY FIN 4.25% 1-15-49 301,883 254,693
AMAZON COM INC 3.875% 8-22-37 356,228 264,951
COCA COLA CO 1.375% 3-15-31 444,915 364,219
MICROSOFT CORP 3.5% 2-12-35 316,872 244,650
MORGAN STANLY 3.622% 4-1-31 702,747 594,451
MCDONALD'S CORP 3.7% 1-30-26 665,698 644,963
NVIDIA CORP 3.5% 4-1-50 388,911 260,082
SALESFORCE.COM INC 2.7% 7-15-41 403,808 281,776
BK OF AMER CORP 2.651% 3-11-32 688,475 577,573
US BANCORP 3.15% 4-27-27 677,231 633,870
L3HARRIS TECH INC 3.832% 4-27-25 744,695 737,588
BK OF AMER CORP 3.875% 8-1-25 1,010,898 995,440
META PLATFORMS INC 4.8% 5-15-30 863,045 872,197
HUNTINGTON BANCSHARES 4% 5/15/25 450,635 453,685
MORGAN STANLEY 5.05% 1-28-27 907,830 903,051
AON NORTH AMERICA SR NT 5.45% 3-1-34 783,360 798,608
ELEVANCE HEALTH INC SR NT 4.65% 1-15-43 343,993 273,077
HONEYWELL INTL INC SR NT 4.75% 2-1-32 985,919 939,596
LOWES COS INC SR NT 3.35% 4-1-27 866,709 874,134

TY 2024 InvestmentsCorpStockSchedule
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
BALL CORP 171,718 16,539,000
COSTCO WHSL CORP NEW 303,826 435,228
JPMORGAN CHASE & CO 388,166 589,687
DRIEHAUS EMERGING MKTS GROWTH FD 5,223,607 5,612,655
CITIGROUP INC 246,570 319,008
EVERCORE INC 43,914 55,992
ING GROEP NV SP ADR 60,880 57,290
LABORATORY CORP HLDGS 122,589 145,848
MARATHON PETE CORP 104,441 121,505
MARKEL CORP 143,489 217,505
MICROSOFT CORP 1,619,446 2,283,687
NCR CORP 41,782 44,401
NXP SEMICONDUCTORS NV 122,692 110,161
AMAZON COM INC 1,204,885 1,948,841
AMDOCS LTD 64,304 65,302
AXA S.A. SP ADR 50,643 58,282
BNP PARIBAS SP ADR 65,784 61,905
EBAY INC 79,298 102,465
MAGNA INTL INC CL A 64,904 46,638
TAIWAN SEMICONDUCTOR MFG CO LTD SP ADR 176,173 376,416
ACI WORLDWIDE INC 123,057 121,729
BRIT AMERN TOBACCO SP ADR 282,860 243,562
CONOCOPHILLIPS 206,132 179,101
CRH PLC SP ADR 97,510 153,028
SIMPSON MFG CO INC 59,690 55,056
SYNCHRONY FINL 132,603 292,305
UNITEDHEALTH GROUP INC 653,650 645,983
EDWARDS LIFESCIENCES CORP 332,892 321,586
EVEREST RE GROUP LTD 255,922 256,984
TENCENT HLDGS LTD UNSP ADR 47,057 66,351
CROWN HLDGS INC 138,297 144,294
POWER INTEGRATIONS INC 157,366 126,485
ALPHABET INC CL A 1,212,812 1,698,968
ENEL SPA UNSP ADR 119,544 109,681
LITTLEFUSE INC 90,238 81,299
MICROCHIP TECHNOLOGY INC 141,033 88,663
PINNACLE FINL PARTNERS INC 77,730 97,117
POOL CORP 343,660 373,670
TRUIST FINL CORP 148,679 141,809
FIFTH THIRD BANCORP 92,638 113,480
FIRST CITIZENS BANCSHARES INC CL A 125,318 198,624
M & T BANK CORP 84,479 107,730
SOUTH STATE CORP 64,463 79,286
ABBVIE INC 87,628 106,442
CENTENE CORP 61,466 41,740
JOHNSON & JOHNSON 520,472 447,165
CATERPILLAR INC 287,955 359,132
CISCO SYS INC 403,408 452,584
MASTERCARD INC CL A 245,975 335,425
ASHLAND INC 69,295 54,881
CENTERPOINT ENERGY INC 119,433 146,466
AIR LIQUIDE SA UNSP ADR 25,763 25,283
COCA-COLA EUROPACIFIC PARTNERS PLC 67,619 80,420
KONINKLIJKE PHILIPS NV NY REG SH 78,373 94,182
NOVARTIS AG SP ADR 323,251 334,552
ROCHE HLDG LTD SP ADR 153,293 116,472
SCHLUMBERGER LTD 150,591 107,735
WELLS FARGO & CO 361,552 498,423
BRISTOL-MYERS SQUIBB CORP 307,285 257,009
COGNIZANT TECH SOLUTIONS CORP 105,532 109,352
FIDELITY NATL INFORMATION SVCS INC 281,257 425,900
GLOBAL PAYMENTS INC 619,290 511,666
QUALCOMM INC 147,671 126,122
ASTRAZENECA PLC SP ADR 151,411 146,372
BARCLAYS PLC SP ADR 137,213 182,392
CENOVUS ENERGY INC 70,105 51,449
EQUINOR ASA SP ADR 131,173 103,099
HONDA MOTOR CO LTD ADR 125,805 112,887
SANOFI SP ADR 318,597 290,200
VALE SA SP ADR 137,467 73,337
APPLE INC 1,524,917 2,164,380
ANALOG DEVICES INC 227,407 263,875
ARCHER DANIELS MIDLAND CO 121,849 82,045
AUTOLIV INC 93,316 90,601
AVIENT CORP 80,348 72,853
BWX TECHNOLOGIES INC 37,626 50,905
CULLEN/FROST BANKERS INC 67,127 79,879
CUMMINS INC 109,644 157,567
SALESFORCE INC 386,258 574,379
CHEVRON CORP 350,820 323,573
DOW INC 164,656 166,459
DEVON ENERGY CORP 343,884 251,890
ESCO TECHNOLOGIES INC 41,009 55,282
FNB CORP 64,733 73,678
GILEAD SCIENCES INC 213,613 289,857
GEN MILLS INC 123,463 106,560
GLOBE LIFE INC 210,084 201,071
GENUINE PARTS CO 81,040 64,568
HALLIBURTON CO 80,847 56,555
HOME DEPOT INC 195,389 238,840
HELIOS TECHNOLOGIES INC 53,638 50,354
HONEYWELL INTL INC 284,200 334,317
HENRY JACK & ASSOC INC 305,506 300,990
LOCKHEED MARTIN CORP 235,698 255,604
3M CO 173,125 212,740
NOV INC 63,211 47,859
NVIDIA CORP 756,275 2,220,888
OLIN CORP 167,856 115,359
PEPSICO INC 146,791 126,210
PPG INDS INC 86,778 78,240
REPUBLIC SVCS INC 47,857 68,200
SEACOAST BANKING CORP FL 76,365 73,120
TRAVELERS COS INC 124,261 162,842
US BANCORP 206,721 208,348
VISA INC 387,407 557,495
VALMONT INDUSTRIES INC 75,466 85,561
VERISK ANALYTICS INC 67,388 83,731
WATSCO INC 300,545 365,843
DENTSPLY SIRONA INC 357,585 248,088
ZURN ELKAY WTR SOLUTIONS CORP 255,882 337,490
AKZO NOBEL NV SP ADR 140,847 119,136
ASML HLDG NV NY 203,247 236,340
BP PLC SP ADR 302,871 228,499
COLLIERS INTL GROUP INC 48,874 56,428
DIAGEO PLC SP ADR 236,145 199,086
ENI S P A SP ADR 76,517 79,125
JOHNSON CONTROLS INTERNATIONAL PLC 123,447 176,803
MEDTRONIC PLC 186,979 170,863
NUTRIEN LTD 88,273 50,389
NATWEST GROUP PLC SP ADR 13,143 20,706
SIGNET JEWELERS LTD 38,346 39,064
SUNCOR ENERGY INC 74,756 82,492
TAKEDA PHARMACEUTICAL CO LTD SP ADR 143,167 121,000
TE CONNECTIVITY LTD 104,808 113,661
UNILEVER PLC SP ADR 228,829 257,758
ADVANCE AUTO PARTS INC 219,743 221,081
ADOBE INC 435,769 390,429
AGREE REALTY CORP 51,416 55,585
ALBEMARLE CORP 185,027 124,041
AMETEK INC 63,219 77,151
AMGEN INC 88,586 84,969
AMERICAN TOWER CORP 124,295 143,610
ARAMARK 175,029 249,940
ATMOS ENERGY CORP 87,438 119,772
ATLANTIC UN BKSHS CORP 59,510 63,941
BROADCOM INC 366,989 777,591
BRINK'S CO 124,728 161,142
BELDEN INC 59,793 69,593
BERRY GLOBAL 262,617 311,386
BJS WHSL CLUB HLDGS 209,532 243,121
BLACKROCK INC 153,912 245,001
BRIXMOR PROPERTY GROUP INC 167,761 225,281
BENTLEY SYSTEMS INC 451,647 408,205
COGENT COMMUNICATIONS HLDGS INC 62,451 72,138
CELANESE CORP 227,211 166,519
CITIZENS FINL GROUP INC 211,488 345,748
CHORD ENERGY CORP 90,471 72,023
CMS ENERGY CORP 37,421 49,454
COLUMBIA BANKING SYSTEM INC 59,924 73,899
CAMDEN PROPERTY TR 67,444 79,371
DONALDSON CO INC 95,685 108,164
DOLLAR GEN CORP 327,218 205,321
DOLLAR TREE INC 340,594 266,037
DUNN & BRADSTREET HLDGS INC 116,570 150,031
EQUIFAX INC 586,112 702,876
EDISON INTL 46,688 61,956
ELEMENT SOLUTIONS INC 82,513 94,015
EAST WEST BANCORP INC 79,525 152,450
FIRST AMERN FINL CORP 72,015 73,429
FEDEX CORP 138,376 156,138
FLOWERS FOODS INC 62,268 55,906
GRAPHIC PACKAGING HLDG CO 217,167 222,631
HUNTINGTON BANCSHARES INC 57,395 68,383
HUNTINGTON INGALLS INDS INC 222,363 163,081
HERC HLDGS INC 25,390 34,458
HEXCEL CORP 119,892 113,675
IDACORP INC 85,352 95,401
ISHARES TR CORE MSCI EAFE ETF 3,978,206 4,081,581
INGREDION INC 98,471 140,724
INTUIT INC 108,878 131,985
ISHARES RUSSELL 1000 GROWTH INDEX FD ETF 14,375,560 21,871,653
ISHARES RUSSELL MIDCAP GROWTH ETF 491,606 679,253
KEYCORP 177,926 288,363
KRAFT HEINZ CO 111,531 90,103
KLA CORP 341,637 463,138
KULICKE & SOFFA INDS INC 90,209 85,854
KEMPER CORP 64,005 61,324
CHENIERE ENERGY INC 134,809 178,342
ALLIANT ENERGY CORP 46,306 59,791
LOUISIANA PACIFIC CORP 28,072 41,109
META PLATFORMS INC 475,948 916,323
MFS INSTL INTL EQTY FD #403 4,301,548 4,479,119
MKS INSTRUMENTS INC 103,228 94,786
MATADOR RESOURCES CO 103,525 106,106
VAIL RESORTS INC 97,483 85,477
NETFLIX INC 135,115 295,918
SERVICENOW INC 146,590 169,619
OGE ENERGY CORP 77,743 93,225
PROSPERITY BANCSHARES INC 57,327 70,302
POTLATCHDEL TIC CORP 75,845 69,551
PINNACLE WEST CAPITAL CORP 50,093 60,272
PUBLIC STORAGE INC 71,569 83,544
PHILLIPS 66 105,945 95,701
PERELLA WEINBERG PARTNERS 23,214 41,815
REYNOLDS CONSUMER PRODS INC 65,998 64,506
RINGCENTRAL INC CL A 33,941 40,156
ROPER TECHNOLOGIES INC 48,137 51,985
RANGE RES CORP 86,080 99,881
REDWOOD TR INC 51,232 48,400
SHERWIN WILLIAMS CO 68,091 92,121
SELECTIVE INSURANCE GROUP INC 61,294 59,479
SYSCO CORP 96,844 96,645
TIMKEN CO 94,747 84,074
TRANSUNION 118,790 158,256
TESLA INC 498,053 827,064
UNITED AIRLINES HLDGS INC 118,022 289,746
VEEVA SYSTEMS INC 265,251 267,859
VALERO ENERGY CORP 97,320 81,890
VESTIS CORP 42,609 43,251
CACTUS INC - A 48,301 56,668
W P CAREY INC 51,976 54,262
WINTRUST FINL CORP 56,271 76,198
SELECT SECTOR SPDR ENERGY 63,374 61,675
REAL ESTATE SELECT SECTOR SPDR FD ETF 87,907 107,694
SELECT SECTOR SPDR CONSUMER DISCRETIONAR 66,404 78,971
EXXON MOBIL CORP 450,957 416,188
ZIONS BANCORPORATION NA 81,671 136,547
ALLIANZ SE UNSP ADR 29,025 37,534
ALSTOM SA UNSP ADR 204,061 206,050
AMADEUS IT HLDGS SA UNSP ADR 18,177 16,808
BANCO BRADESCO S.A. SP ADR 23,958 12,854
ANHEUSER BUSCH INBEV NV SP ADR 111,860 97,436
COMPASS GROUP PLC SP ADR 30,219 35,239
CANADIAN PACIFIC KANSAS CITY LIMITED 163,247 151,181
CARREFOUR SA SP ADR 53,345 41,528
DANONE SP ADR 47,318 50,829
DEUTSCHE TELEKOM AG SP ADR 62,432 86,727
FANUC CORP UNSP ADR 135,478 104,643
FERGUSON PLC 72,292 59,361
FOMENTO ECONOMICO MEX SAB DE CV SP ADR 71,563 57,364
INFINEON TECHNOLOGIES AG SP ADR 109,878 98,651
IMPERIAL OIL LTD 55,902 60,922
KINGFISHER PLC SP ADR 49,858 51,221
LEGAL & GENERAL GROUP PLC SP ADR 46,620 45,602
MURATA MANUFACTURING CO LTD UNSP ADR 58,679 47,168
KERING SA ADR 273,895 186,760
RECKITT BENCKISER GROUP PLC SP ADR 196,972 170,223
RELX PLC SP ADR 39,375 53,641
RWE AG SP ADR 32,369 22,002
ROLLS-ROYCE HLDGS PLC SP ADR 50,384 181,393
STELLANTIS NV 106,445 69,139
UNICREDIT SPA UNSP ADR 45,095 86,985
UNITED OVERSEAS BANK LTD SP ADR 48,096 59,121
AMERIS BANCORP 82,830 105,368
AGNICO EAGLE MINES LTD 56,056 69,842
AGCO CORP 288,321 249,592
ALLEGION PLC ORD 249,342 273,252
ADVANCED MICRO DEVICES INC 137,757 101,222
AMKOR TECHNOLOGY INC 113,248 86,164
AEROVIRONMENT INC 125,357 100,798
AXIS CAP HLDGS LTD 55,384 70,276
ASPEN TECHNOLOGY INC 272,289 338,249
BANK AMERICA CORP 403,216 476,374
BALCHEM CORP 109,692 117,193
BECTON DICKINSON& CO 124,989 122,056
BRIGHT HORIZONS FAM SOL 239,871 254,512
BERKELEY GROP HLDGS PLC 41,969 31,368
BADGER METER INC 133,137 149,757
BOOT BARN HLDGS INC 115,269 134,816
BOX INC 120,951 116,762
BRUKER CORP 77,297 77,847
CALIX INC 116,307 110,991
CHEMED CORP 233,443 227,814
CHOICE HOTELS 293,635 332,943
CHECK POINT SOFTWARE TECH LTD 46,728 49,289
CANADIAN NAT RES LTD 82,860 103,291
COHEN & STEERS INC 91,473 116,441
CONCENTRIX CORP 166,890 138,031
COMPAGNIE DE ST GOBAIN ADR 86,832 92,875
CONCENTRA GROUP HOLDINGS PAREN 23,029 25,536
COOPER COS INC 350,444 354,298
CHARLES RIV LABORATORIES INTL INC 297,249 259,917
CRITEOS SA SPONS ADS 118,512 104,557
CSW INDUSTRIALS 129,522 162,288
COTERRA ENERGY INC 50,753 47,377
COMMVAULT SYS INC 119,299 147,892
CRANE NXT CO 92,228 85,059
DEERE & CO 179,250 191,512
HEALTHPEAK PROPERTIES INC 273,898 299,874
BRP INC 101,733 79,917
DR ING H C F PORSCHE AG UNSP ADR 22,392 20,657
ECOPETROL S A SP ADS 38,388 26,231
E L F BEAUTY INC 158,002 98,682
EXPONENT INC 232,749 214,642
FORTUNE BRANDS INNOVATIONS INC 83,704 78,375
FTI CONSULTING INC 83,961 75,496
FAIR ISAAC CORP 126,284 175,202
FUJITSU LIMITED ADR 80,941 85,289
FIRST MERCHANTS CORP 59,531 55,846
FORTINETINC 402,129 457,000
GLACIER BANCORP INC 59,052 74,727
HEINEKEN NV SP ADR 66,599 55,168
HILLENBRAND INC 113,488 127,768
HARTFORD FINL SVCS GROUP INC 71,394 80,847
SCHEIN HENRY INC 60,228 56,329
HERSHEY CO 84,115 77,562
INTERACTIVE BROKERS GROUP INC 342,741 493,263
INTERDIGITAL INC 104,690 129,792
INTEGER HLDGS CORP 141,228 161,277
JULIUS BAER GROUP LTD ADR 41,139 48,133
KIMBERLY CLARK CORP 89,423 92,645
CARMAX INC 470,745 560,628
KNIFE RIV HLDG CO 89,682 131,319
KENVUE INC 90,208 99,854
QUAKER CHEMICAL CORP 78,239 66,861
LCI INDS 69,542 69,375
LEVI STRAUSS & CO 47,560 41,797
LIGAND PHARMACEUTICALS INC 113,257 149,046
LENNOX INTERNATIONAL INC 462,624 526,435
LKQ CORP 131,188 126,494
LILLY ELI & CO 301,646 479,412
LEMAITRE VASCULAR INC 139,828 159,034
LI NING CO LTD UNSP ADR 13,262 14,303
LPL FINL HLDGS INC 410,006 481,602
STRIDE INC 99,785 128,250
LYONDELLBASELL INDUSTRIES NV 165,961 166,959
MAGNERA CORP 26,152 26,528
MERIT MEDICAL SYSTEMS INC 106,992 124,189
MOOG INC 108,167 127,749
MSC INDL DIRECT INC 106,336 84,325
ARCELORMITTAL SA LUXEMBOURG NY 64,117 64,070
MATERION CORP 101,659 88,498
NBT BANCORP INC 64,318 82,243
NORDSON CORP 349,892 313,651
NNN REIT INC 75,752 71,161
ENPRO INC 99,127 116,231
NINTENDO LTD ADR 65,847 72,742
NETLEASE INC SP ADR 88,565 86,801
NOVA LTD 118,490 105,171
NVENT ELECTRIC PLC 85,961 86,495
OCEANEERING INTL INC 103,328 101,660
UNIVERSAL DISPLAY CORP 286,761 218,277
OLLIES BARGAIN OUTLET HLDGS INC 356,269 390,419
ORACLE CORP 213,851 203,967
OXFORD INDS INC 60,221 45,456
PRESTIGE CONSUMER HEALTHCARE INC 106,305 118,931
PETROLEO BRASILEIRO SA PETROBRAS SP ADR 120,869 94,685
PACCAR INC 121,034 109,013
PJT PARTNERS INC 90,704 132,403
PNC FINL SVCS GROUP INC 122,967 156,787
PROG HOLDINGS INC 41,759 54,642
PRIMORIS SVCS CORP 117,033 111,086
PATTERSON-UTI ENERGY INC 74,656 58,266
PAYPAL HLDGS INC 173,845 229,506
ROBERT HALF INC 45,661 50,590
RAMBUS INC 111,855 99,800
RENESAS ELECTRONICS CORP ADR 175,415 133,293
ROLLINS INC 344,428 320,139
RTX CORP 230,246 263,957
SAIA INC 288,183 278,907
SAP SE ADR 60,996 109,071
STANDARD CHARTERED PLC UNSP ADS 52,384 67,179
SOCIETE GENERALE FRANCE SP ADR 24,238 24,789
SODEXO SP ADR 34,956 33,345
SELECT MED HLDGS CORP 23,353 27,653
SERVISFIRST BANCSHARES INC 54,626 53,895
SPROUTS FMRS MKT INC 102,080 161,760
ROYAL DUTCH SHELL PLC 252,309 238,258
SHINHAN FINL GROUP CO LTD 29,037 23,312
SITEONE LANDSCAPE SUPPLY INC 213,676 213,599
CHAMPION HOMES INC 96,453 118,318
SM ENERGY CO 102,379 79,419
SMC CORP JAPAN SP ADR 70,433 61,344
THE SCOTTS MIRACLE-GRO CO 193,178 191,391
SCHNEIDER NATIONAL INC 53,080 58,589
SMITH & NEPHEW PLC-SP ADR 37,425 32,986
TD SYNNEX CORP 80,467 88,077
STAG INDL INC 90,683 84,449
SCORPIO TANKERS INC 42,816 31,951
STERLING INFRASTRUCTURE INC 91,993 133,581
SMURFIT WESTROCK PLC 171,425 179,246
TELEDYNE TECHNOLOGIES INC 230,954 275,229
TERADYNE INC 299,331 257,255
THOR INDSINC 203,351 212,763
PERUSAHAAN PERSEROAN PT TELEKOMUNIKASI 71,456 42,013
TENARIS SA SP ADR 42,111 41,871
TOTALENERGIES SE 177,973 157,614
UBER TECHNOLOGIES INC 106,302 95,668
UFP TECHNOLOGIES INC 110,152 100,738
U HAUL HLDG CO 187,943 239,803
UMB FINL CORP 56,107 74,262
VERICEL CORP 113,068 127,721
VALVOLINE INC 96,792 81,803
NCR VOYIX CORP 64,347 36,233
WESCO INTERNATIONAL 74,168 80,527
WALKER & DUNLOP INC 52,870 53,757
WILEY JOHN & SONS INC 33,715 45,764
BERKLEY W R CORP 421,136 434,043
YETI HLDGS INC 97,088 92,886
ZEBRA TECHNOLOGIES CORP 303,514 377,723
BARRICK GOLD CORP 36,591 30,473
HEIDELBERG MATERIALS AG 28,916 28,037
VANGUARD WORLD FD VG MEGA CAP 300 VALUE 11,678,710 15,292,107
SELECT SECTOR SPDR CONSUMER STAPLES 95,763 91,659

TY 2024 InvestmentsGovtObligationsSch
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

34,361,815
US Government Securities - End of Year Fair Market Value:

30,120,040
State & Local Government Securities - End of Year Book Value:


3,306,502
State & Local Government Securities - End of Year Fair Market Value:


2,763,060


TY 2024 InvestmentsLandSchedule2
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Buildings 283,022 269,551 13,471 675,000

TY 2024 InvestmentsOtherSchedule2
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
TIFF EQUITY PARTNERS 2007 AT COST 77,181 202,809
TIFF EQUITY PARTNERS 2008 AT COST 150,786 153,212
TIFF EQUITY PARTNERS 2009 AT COST 69,256 16,316
BRANZAN FUND AT COST 162,026 94,689
TIFF EQUITY PARTNERS 2010 AT COST 147,880 123,724
TIFF EQUITY PARTNERS 2015 AT COST 642,756 1,213,568
COMMONFUND GLOBAL PRIVATE EQUITY 2014 AT COST 1,199,721 2,797,699
TIFF EQUITY PARTNERS 2016 AT COST 628,907 1,195,363
TIFF EQUITY PARTNERS 2017 AT COST 638,564 1,245,278
TIFF EQUITY PARTNERS 2018 AT COST 777,105 1,309,498
COMMONFUND GPE II AT COST 2,012,672 3,296,802
COMMONFUND VENTURE XII AT COST 860,409 1,604,877
TIFF EQUITY PARTNERS 2019 AT COST 796,858 1,141,074
TIFF EQUITY PARTNERS 2020 AT COST 756,966 972,374
TIFF EQUITY PARTNERS 2021 AT COST 465,205 638,409
COMMONFUND GPE PARTNERS III AT COST 2,059,882 3,098,768
TIFF EQUITY PARTNERS 2022 AT COST 553,904 673,777
TIFF EQUITY PARTNERS 2023 AT COST 204,618 269,522
COMMONFUND GPE IV AT COST 992,947 1,331,708

TY 2024 LandEtcSchedule2
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and Fixtures 93,830 91,454 2,376 2,377


TY 2024 LegalFeesSchedule
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 47,067 47,067 0 0


TY 2024 OtherAssetsSchedule
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Rounding   1  


TY 2024 OtherExpensesSchedule
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACTIVITIES & FEES 29,380 3,732   25,648
ALTERNATIVE INVEST PARTNERS EXPENSES 724,059 724,059    
AWARDS & RECOGNITIONS 405     405
GRANTS MANAGEMENT SOFTWARE 18,966     18,966
INFORMATION TECHNOLOGY SUPPORT 10,274 10,274    
INSURANCE 23,045 23,045    
REGISTRATIONS & MEMBERSHIPS 12,642     12,642
Rental Expenses 272,964 272,964    
SUPPLIES & SUNDRY 24,440 24,440    


TY 2024 OtherIncomeSchedule2
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BRANZAN ALT INVESTK1 UBTI 2,862    
MISCELLANEOUS 228,205 228,205  
NET RENTAL ALT INVESTMENTS -3,691 -3,691  
PTSHP K1 CARDINAL ETHANOL 15,156    
ROYALTIES ALT INVEST 49,035 49,035  
TIFF & COMMONFD K-1s UBTI 56,073    
TIFF & COMMONFUND K-1s -1,176    


TY 2024 OtherProfessionalFeesSchedule
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMMUNICATIONS & BRANDING 45,108 45,108 0 0
CONSULTING FEES 57,605 57,605 0 0
INVESTMENT FEES 725,716 725,716 0 0


TY 2024 TaxesSchedule
Name:
BALL BROTHERS FOUNDATION
EIN:
35-0882856
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX 178,500      
FOREIGN TAX W/H ON DIVIDENDS 49,580 49,580