Nonprofit · EIN 35-0882856
BALL BROTHERS FOUNDATION
Tax-exempt · MUNCIE, IN 47308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $14,928,483 | $11,849,191 | $3,079,292 | $173,760,695 | $2,657 | $173,758,038 |
| December 31, 2023 | 990-PF | $13,732,738 | $11,901,861 | $1,830,877 | $170,691,544 | $12,798 | $170,678,746 |
| December 31, 2022 | 990-PF (amended) | $19,522,586 | $13,795,518 | $5,727,068 | $168,858,047 | $10,178 | $168,847,869 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $4,135,410
- Interest
- $23
- Net rental income
- -$278,822
- Net gain from sales of assets
- $10,446,579
- Other income
- $346,464
Expenses
- Grants and similar amounts paid
- $8,293,343
- Compensation of officers, directors and key employees
- $432,850
- Salaries, compensation and benefits (total)
- $277,241
- Disbursements for charitable purposes
- $9,410,530
- Excise tax on investment income
- $175,076
Balance sheet and other
- Total assets, start of year
- $170,691,544
- Total assets, end of year
- $173,760,695
- Total liabilities, end of year
- $2,657
- Net assets, end of year
- $173,758,038
- Fair market value of assets
- $213,959,288
- Qualifying distributions
- $9,410,530
- Net investment income
- $14,855,568
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL J FISHER PO BOX 1408, MUNCIE, IN 47308 | President/CEO | 40 | $290,985 | $90,919 |
| JENNA L WACHTMANN PO BOX 1408, MUNCIE, IN 47308 | Vice President | 40 | $141,865 | $39,022 |
| DONNA K MUNCHEL PO BOX 1408, MUNCIE, IN 47308 | GRANT PROCESS MGR Highest-paid employee | 40 | $94,923 | $33,375 |
| RICHARD J SPISAK PO BOX 1408, MUNCIE, IN 47308 | SR PROGRAM OFFICER Highest-paid employee | 20 | $70,260 | $10,539 |
| SUSAN E BRUMLEY PO BOX 1408, MUNCIE, IN 47308 | EXECUTIVE ASST Highest-paid employee | 40 | $59,808 | $26,714 |
| NANCY B KEILTY PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| JAMES A FISHER PO BOX 1408, MUNCIE, IN 47308 | Chair/Director | 4 | $0 | – |
| ELIZABETH M BRACKEN PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| JUDITH F OETINGER PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| JEFFREY C BIRD PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| WILLIAM M BRACKEN PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| STEPHANIE C DUCKMANN PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| LAURA HILL PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| SCOTT E SCHOCKLEY PO BOX 1408, MUNCIE, IN 47308 | Ast Sec&A Treas | 1 | $0 | – |
| STACY J MCHENRY PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK B PETTY PO BOX 1408, MUNCIE, IN 47308 | Vice Chair/Dir | 4 | $0 |
| CHARLES F BALL PO BOX 1408, MUNCIE, IN 47308 | Secretary | 2 | $0 |
| EDMUND F PETTY JR PO BOX 1408, MUNCIE, IN 47308 | Treasurer | 6 | $0 |
| DENNIS TRAMMELL JR PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL J FISHER PO BOX 1408, MUNCIE, IN 47308 | President/CEO | 40 | $279,769 | $88,138 |
| JENNA L WACHTMANN PO BOX 1408, MUNCIE, IN 47308 | Vice President | 40 | $134,808 | $37,524 |
| RICHARD J SPISAK PO BOX 1408, MUNCIE, IN 47308 | SR PROGRAM OFFICER Highest-paid employee | 40 | $134,462 | $21,488 |
| DONNA K MUNCHEL PO BOX 1408, MUNCIE, IN 47308 | GRANT PROCESS MGR Highest-paid employee | 40 | $94,923 | $31,542 |
| NANCY B KEILTY PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| JAMES A FISHER PO BOX 1408, MUNCIE, IN 47308 | Chair/Director | 4 | $0 | – |
| ELIZABETH M BRACKEN PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| JUDITH F OETINGER PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| JEFFREY C BIRD PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| WILLIAM M BRACKEN PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| STEPHANIE C DUCKMANN PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| TERRY L WALKER PO BOX 1408, MUNCIE, IN 47308 | Secretary/Dir | 1 | $0 | – |
| SCOTT E SCHOCKLEY PO BOX 1408, MUNCIE, IN 47308 | Ast Sec&A Treas | 1 | $0 | – |
| TERRI E MATCHETT PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| STACY J MCHENRY PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| FRANK B PETTY PO BOX 1408, MUNCIE, IN 47308 | Vice Chair/Dir | 4 | $0 | – |
| CHARLES F BALL PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| EDMUND F PETTY JR PO BOX 1408, MUNCIE, IN 47308 | Treasurer | 6 | $0 | – |
990-PF for the year ended December 31, 2022: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL J FISHER PO BOX 1408, MUNCIE, IN 47308 | President/CEO | 40 | $267,848 | $82,535 |
| RICHARD J SPISAK PO BOX 1408, MUNCIE, IN 47308 | SR PROGRAM OFFICER Highest-paid employee | 40 | $134,452 | $21,029 |
| JENNA L WACHTMANN PO BOX 1408, MUNCIE, IN 47308 | Vice President | 40 | $126,808 | $34,733 |
| DONNA K MUNCHEL PO BOX 1408, MUNCIE, IN 47308 | GRANT PROCESS MGR Highest-paid employee | 40 | $95,885 | $30,095 |
| NANCY B KEILTY PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| JAMES A FISHER PO BOX 1408, MUNCIE, IN 47308 | Chair/Director | 4 | $0 | – |
| ELIZABETH M BRACKEN PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| JUDITH F OETINGER PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| JEFFREY C BIRD PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| WILLIAM M BRACKEN PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| STEPHANIE C DUCKMANN PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| TERRY L WALKER PO BOX 1408, MUNCIE, IN 47308 | Secretary/Dir | 1 | $0 | – |
| TAMARA S PHILLIPS PO BOX 1408, MUNCIE, IN 47308 | Treas-Jan2022 | 6 | $0 | – |
| SCOTT E SCHOCKLEY PO BOX 1408, MUNCIE, IN 47308 | Ast Sec&A Treas | 1 | $0 | – |
| TERRI E MATCHETT PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| STACY J MCHENRY PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| FRANK B PETTY PO BOX 1408, MUNCIE, IN 47308 | Vice Chair/Dir | 4 | $0 | – |
| CHARLES F BALL PO BOX 1408, MUNCIE, IN 47308 | Director | 1 | $0 | – |
| EDMUND F PETTY JR PO BOX 1408, MUNCIE, IN 47308 | Treasurer | 6 | $0 | – |
Address and contacts
- Address (IRS master file)
- PO BOX 1408, MUNCIE, IN 47308-1408
- Signed the 990-PF
- MICHAEL J FISHER, President/CEO
- Phone
- (765) 741-5500
- Website
- www.ballfdn.org
- Return prepared by
- Ball Associates
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-0882856
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1943
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $173,760,695
- Income (IRS master file)
- $62,895,336
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $14,928,483 | $11,849,191 | $173,760,695 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $13,732,738 | $11,901,861 | $170,691,544 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $19,522,586 | $13,795,518 | $168,858,047 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
| 990-PF | December 2015 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-0882856).
Questions about BALL BROTHERS FOUNDATION
- What is the EIN of BALL BROTHERS FOUNDATION?
- The employer identification number (EIN) of BALL BROTHERS FOUNDATION is 35-0882856.
- Is BALL BROTHERS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to BALL BROTHERS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BALL BROTHERS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BALL BROTHERS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALL BROTHERS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BALL BROTHERS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 19 people; 5 received compensation from the organization, the highest $290,985 (MICHAEL J FISHER, President/CEO).
- How much revenue does BALL BROTHERS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $14,928,483, expenses of $11,849,191 and total assets of $173,760,695 at year end.
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