2025-10-21T17:36:38-04:00 2024-12-31 274374744 Fiduciary Tax Services LLC 400 S Walnut Street Ste 200 Muncie IN 47305 990PF 2024-01-01 205260732 ROBET FOUNDATION INC % JAMES P BORGMANN ROBE 7652883651 400 S WALNUT STREET STE 200 MUNCIE IN 47305 JAMES P BORGMANN SECRETARY 7652883651 2025-10-20 false true TRACY O OSBORNE P00054497 7652883651 2024 2025-03-06 01:10:19Z X 5934633 X 145965 7345 7345 260675 260675 156663 225375 156663 4741 575389 424683 23770 20059 6761 3228 30531 23287 0 247000 247000 277531 23287 247000 297858 401396 0 126000 271905 271905 1943254 2035207 4343363 1328664 1388664 1319365 3397918 3695776 5934633 0 0 X 3397918 3695776 3397918 3695776 3397918 3695776 3397918 297858 3695776 3695776 100 ALPHABET INC D 2012-05-15 2024-04-22 15477 1516 13961 13961 20 BRISTOL MYERS SQUIBB D 2019-11-26 2024-06-17 817 1121 -304 -304 80 BRISTOL MYERS SQUIBB D 2019-11-26 2024-07-25 3593 4486 -893 -893 200 ALPHABET INC CAP P 2012-05-15 2024-07-26 33345 3032 30313 30313 200 APPLE COMPUTER INC D 2008-11-19 2024-07-26 43697 634 43063 43063 200 APPLE COMPUTER INC D 2014-10-21 2024-10-15 47331 5107 42224 42224 200 TJX COS INC D 2009-01-26 2024-07-26 22415 1001 21414 21414 200 AFLAC INC D 2009-03-12 2024-07-26 19004 1352 17652 17652 320 BRISTOL MYERS SQUIBB CO D 2019-11-26 2024-07-24 14373 17942 -3569 -3569 180 BRISTOL MYERS SQUIBB CO D 2019-11-26 2024-06-17 7356 10093 -2737 -2737 400 BRISTOL MYERS SQUIBB CO D 2019-11-26 2024-07-25 17967 22428 -4461 -4461 156663 5579 0 5579 0 5579 2864 3000 5864 285 285 false false false false false false false false true IN true false true false false false JAMES P BORGMANN 7652883651 400 S WALNUT STREET MUNCIE IN 47305 false false false false false false false false false false false false false false false false false false false false false LAUREN CONNER 400 S WALNUT STREET STE 200 MUNCIE IN 47305 PRESIDENT 0.50 0 0 0 JAMES P BORGMANN 400 S WALNUT STREET STE 200 MUNCIE IN 47305 SECRETARY 0.50 0 0 0 BRAD LATOUR 400 S WALNUT STREET STE 200 MUNCIE IN 47305 TREASURER 0.50 0 0 0 NONE 0 NONE 0 5061736 146263 0 5207999 0 0 5207999 78120 5129879 256494 256494 5579 5579 250915 250915 250915 247000 247000 250915 128542 247000 128542 118458 132457 NONE NONE X RIDHWAN FOUNDATION 2075 EUNICE ST BERKELEY CA 94709 NONE PC GENERAL PURPOSE 150000 PLANNED PARENTHOOD OF NORTHERN MICH 1135 E EIGHTH ST TRAVERSE CITY MI 49686 NONE PC GENERAL PURPOSE 8000 WOMENS RESOURCE CENTER 423 PORTER ST PETOSKEY MI 49770 NONE PC GENERAL PURPOSE 8000 LEELANAU CHILDRENS CENTER 111 5TH ST LELAND MI 49654 NONE PC GENERAL PURPOSE 7000 INTERLOCHEN CENTER FOR THE ARTS 4000 J MADDY PKWY INTERLOCHEN MI 49643 NONE PC DANCE SCHOLARSHIP 3000 GOODWILL INN 2943 N KEYSTONE RD TRAVERSE CITY MI 49686 NONE PC GENERAL PURPOSE 10000 LEENANAU CHRISTIAN NEIGHBORS 7322 E DUCK LAKE RD LAKE LEELANAU MI 49653 NONE PC GENERAL PURPOSE 5000 GUEST HOUSE 1601 JOSLYN ROAD LAKE ORION MI 48360 NONE PC GENERAL PURPOSE 10000 MICHAELS PLACE 1212 VETERANS DR TRAVERSE CITY MI 49684 NONE PC GENERAL PURPOSE 3000 TRAVERSE HEALTH CLINIC 1719 S GARFIELD AVENUE TRAVERSE CITY MI 49686 NONE PC GENERAL PURPOSE 5000 SAFE HARBOR OF GRAND TRAVERSE 517 WELLINGTON ST TRAVERSE CITY MI 49686 NONE PC GENERAL PURPOSE 4000 INLAND SEAS 100 DAME ST SUTTONS BAY MI 49682 NONE PC GENERAL PURPOSE 2000 THE TRAVERSE CITY DANCE PROJECT 4178 BARNES ROAD TRAVERSE CITY MI 49684 NONE PC SCHOLARSHIP LOTTODANCE 3000 LTBB 7500 ODAWA CIRCLE HARBOR SPRINGS MI 49740 NONE PC MIGIZI AVIARY 3000 LELAND PUBLIC SCHOOL 200 N GRAND AVE LELAND MI 49654 NONE PC BOYTON SCHOLARSHIP IN MEMORY OF TOBY BOYTON-FISH 5000 THE FRIENDSHIP COMMUNITY CENTER 501 BROADWAY STREET SUTTONS BAY MI 49682 NONE PC LIFT 5000 LELAND UNITED METHODIST CHURCH 106 4TH ST LELAND MI 49654 NONE PC 5LOAVES2FISH 3000 UP NORTH PRIDE PO BOX 133 TRAVERSE CITY MI 49685 NONE PC GENERAL PURPOSE 3000 POWER BOOK BAGS PO BOX 533 SUTTONS BAY MI 49682 NONE PC GENERAL PURPOSE 2000 LEEANAU CO CANCER FOUNDATION 2943 N KEYSTONE RD TRAVERSE CITY MI 49686 NONE PC GENERAL PURPOSE 1000 THE BAY 214 N ST JOSEPH ST SUTTONS BAY MI 49682 NONE PC GENERAL PURPOSE 1000 CHILD FAM SVS OF NW MI 3785 VETERANS DR TRAVERSE CITY MI 49684 NONE PC GENERAL PURPOSE 6000 247000 0 14 7345 14 260675 18 156663 424683 424683 false false false false false false false false false false X X 1 ROBERT B BALL REVOCABLE TRUST 4045 EDISON LAKES PARKWAY MISHAWAKA IN 46545 999556 X X 1 MARKETABLE STOCK SHARES 999556 2024-09-25 CORPORATE BOND FUNDS 1388664 1319365 COMMON STOCK AND EQUITY FUNDS 325371 2106753 EQUITY MUTUAL FUNDS 1564836 2079845 STOCK FUND - REAL ESTATE 145000 156765 EXPIRED CONTRIBUTION CHECK 3000 0 0 EXCISE TAX REFUND - 2022 330 0 0 NON DIVIDEND DISTRIBUTION 1411 0 0 TRUSTEE FEES 20059 20059 0 0 TAX PREPARATION FEES 3711 0 0 0 FOREIGN TAX PAID 3228 3228 0 0 2023 BAL DUE AND 2024 ESTIMATE 3533 0 0 0