Funder DirectoryJAMES & CARRIE BALL CHAR TRUST 1121023
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Private foundation (trust)EIN 386811902Est. 2023-01

JAMES & CARRIE BALL CHAR TRUST 1121023

TERRE HAUTE, IN 47808

Total Assets

$792K

FY 2023

Annual Giving

$35K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$9K

FY 2023

Grant Range

$7K–$12K

Typical

Deadlines

Applications

Focus Areas

Z99

Financial Snapshot

2023 filing

Total Revenue

$30K

Total Expenses

$40K

Qualifying Distributions

$37K

Distributable Amount

$38K

Min. Investment Return

$38K

Undistributed Income

$36K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $7K through median $8K to maximum $12K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

2 years

Giving over time from 2022 to 2023. Peak $40K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

8 grants

Union Health Foundation
$26K
2 grants
Shriners Hospital for Children
$19K
2 grants
American Cancer Society
$15K
2 grants
Indiana Masonic Home Foundation
$15K
2 grants

Grant Size Distribution

8 grants

<$10K
5
grants
$10–50K
3
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Indiana
$42K
55% of total
Florida
$19K
25% of total
Oklahoma
$15K
20% of total

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JAMES & CARRIE BALL CHAR TRUST 1121023 — Grants, Financials & Contact | Grantivo