Ball Brothers Foundation 90 YEARS STRONG 2016 Annual Report Jud Fisher, President and Chief Operating Officer, and James Fisher, Chairman and Chief Executive Officer 90 YEARS STRONG “Philanthropy is America’s passing gear.” —DR. PAUL YLVISAKER, educator, foundation executive

SINCE 1926, Ball Brothers Foundation has helped jumpstart by tradition. They include IU Health Ball Memorial promising new projects and enabled proven initiatives to Hospital, , Camp Crosley/Muncie surge forward. The organization that began 90 years ago as a YMCA, Cardinal Greenways, Inc., Cornerstone Center way for a grateful family to give back to its home community for the Arts, Youth Institute and has grown into a philanthropic engine with the flexibility and Cultural Foundation. capacity to respond quickly to the needs of its service area. • We successfully completed our second five-year In this year’s annual report we feature four success stories strategic plan and began work on our third. Because that affirm our founders’ commitment to Muncie, Delaware we strongly believe that this process promotes good County and . They illustrate two ongoing governance, we now request that all general grant partnerships: first, with IU Health Ball Memorial Hospital, applicants submit a strategic plan when recipient of BBF’s largest grant in 1929; second, with Ball possible. State University, whose Ball brothers’ support predates the • Our board welcomed six associate directors Foundation’s launch. Even more recent grantees—Cardinal as we continue efforts to educate the next Greenways and Vision 2021—reflect our founding family’s generation of Ball family members on the interests. The Greenway speaks to their concern for health, work of the foundation that bears their name. fitness and the environment; the newly minted Vision 2021 addresses their belief in workforce development. • We honored Northside Middle School educator Steve Spradlin, recipient of our Excellence in We continue to explore innovative ways to accomplish the Teaching Award, and Ron Orebaugh, recipient of the Foundation’s historic goals. This year we celebrated several Fisher Governance Award for his work on behalf of the achievements: Delaware County Soil & Water Conservation District.

• Our total grant payout exceeded $7 million for the first If philanthropy is “America’s passing gear,” as Dr. Ylvisaker time in history. once observed, Ball Brothers Foundation—just a decade away • Half of our 2016 allocations supported the seven from its centennial anniversary—anticipates many, many “legacy” organizations to which we are committed more years in the fast lane.

James A. Fisher, Chairman & Chief Executive Officer Jud Fisher, President and Chief Operating Officer

page 1 90 YEARS STRONG

A 90-year vision, still unfolding Two visionary ideas, proposed by Edmund B. Ball and funded by his estate, continue to have an impact on East Central Indiana nine decades later. Ball Brothers Foundation and Ball Memorial Hospital have a shared history. BBF came into existence in 1926, a year after Edmund Ball died; groundbreaking for Ball Memorial Hospital occurred in 1927, and BMH opened its doors two years later with the help of a generous grant from BBF. Since then, grants have supported the development and expansion of programs that have First shovel of dirt, Ball Memorial Hospital secured BMH’s reputation as a first-class hospital and teaching facility. “If he could only see how his vision has grown,” says Tricia Stanley, president of the IU Health Ball Memorial Hospital Foundation. Edmund Ball’s dream was to position the hospital as a training center for healthcare professionals, mostly nurses. Today: “Muncie has the largest medical teaching program in Indiana outside of ,” says Stanley. “It’s now possible for students to attend four years of medical school at the IU School of Medicine’s Muncie campus, housed in the Edmund F. Ball Medical Education Building. They then have the option of applying for the four- year residency program based across the street at IU Health Ball Memorial Hospital. In total, during the last academic year, well over 200 future doctors spent time training in the Muncie and East Central Indiana region.” And after that? “The goal is to create such a robust educational and community experience for medical students that after their eight years Main building, Ball Memorial Hospital here, they will want to stay,” says Stanley. To enhance the educational and community experience, BBF convened a group of key partners this year to consider concepts that would lead to the creation of new models for healthcare education, the retention of healthcare workers in East Central Indiana, and the establishment of better health outcomes for all Hoosiers. Participants in the conversations were invited to envision the future—much as Edmund Ball did 90 years ago—and propose ideas to build on Muncie’s tradition as a center of excellence in healthcare. The BBF board would then review the proposals for possible funding in 2017. “This is an effort to create a synergistic approach with everyone working together to improve the physical and economic health of our community,” says Stanley. “No single entity can do it alone. Going forward, it’s a collective partnership.”

Historic photos courtesy of Minnetrista Heritage Collection Medical Building, Ball Memorial Hospital, in memory of Edmund B. Ball page 2

90 YEARS STRONG

At Burris, ‘We don’t do status quo’

Faculty members at and Ball State University are creating a one-of-a-kind innovation center where Burris students can put into practice the lessons learned in their science classes. The project is part of a comprehensive initiative called O.W.L. Pride (Onward with Learning) supported by a $250,000 BBF grant. “We’re working hard to have a skeleton version of the center in place by September 2017,” explains Dawn Miller, principal of Indiana’s only K-12 public laboratory school. “Then we’ll continue to finesse it throughout the school year.” The goal of the center is to develop critical-thinking skills through experiential learning activities related to science, technology, engineering and math (STEM). For example, a discussion in an introductory physics class might culminate with an assignment to create a project that demonstrates one of Newton’s laws. “We want children to tackle issues, brainstorm ideas, ask questions and build prototypes,” says Miller. “We envision a vibrant room within our facility equipped with real tools and current technology. It also will host our robotics program.” The BSU-Burris collaboration benefits a range of partners and participants. Researchers in the educational psychology department at BSU are adding to their knowledge of entrepreneurial learning environments as they help design the center and create age- appropriate curriculum. University students preparing for teaching careers will witness the benefits of hands-on education as part of their preservice clinical training. Chief beneficiaries, of course, will be the Burris students who will put theory to practice in a user-friendly laboratory setting. Because Burris faculty and staff are mindful of research that indicates the value of a well-rounded curriculum, part of the BBF grant also supported the purchase of musical instruments and the addition of a theater arts class. Grade school kids learn Spanish and experiment with string instruments at the same time they’re becoming proficient with school-issued iPads. “We’re always trying to look forward and provide as many robust opportunities for our students as we can,” says Miller. “At Burris, we don’t do ‘status quo.’”

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Kitselman Project advances Greenways’ one-trail vision When the historic Albany Bridge—circa 1905—is restored, reassembled and repositioned on Muncie’s east side, Cardinal Greenways’ 62- mile trail system will emerge as “one trail…actively connecting our communities.” Those words comprise the Greenways’ new marketing tagline and appropriately describe the rails-to-trails system that spans five counties, links three cities and passes through dozens of small towns and neighborhoods. The rehabbed and renamed Kitselman Bridge will join Cardinal Greenway and White River Greenway, enabling users to gain access from any point and enjoy the longest trail system in Indiana. The installation of the bridge is expected to take place sometime in 2017 and is the centerpiece of a $12 million trailhead project that will feature two pedestrian areas and hardscape components. Ball philanthropies have been consistent supporters of Cardinal Greenway since its conception in 1993 and are key partners in bringing the one- trail vision to fruition. The Edmund F. and Virginia B. Ball Foundation provided funds for the purchase of the retired bridge, and a 2016 BBF grant of $500,000 is helping to restore the vintage structure. More than 20 government and philanthropic partners are contributing to the effort that promises to expand recreation opportunities and turn an industrial brownfield into an attractive greenspace. “The Kitselman Trailhead was part of our original master plan,” explains Angie Pool, chief executive officer of Cardinal Greenways, Inc. “But it really started gaining momentum two or three years ago.” The total project is expected to unfold gradually, with the bridge serving as an early symbol of a project that has “many moving parts,” according to Pool. She predicts that the initiative, once completed, “will have a huge impact on the community.” She cites three benefits of the project: It will serve as an attractive gateway to the city of Muncie; it will advance the Muncie Action Plan’s call to reuse vacated industrial sites; and it supports Vision 2021’s goal to enhance the quality of life in Delaware County.

Bridge images here and on the cover were provided by project design team members from HWC Engineering, Land Collective and FlatLand Resources. page 6

90 YEARS STRONG

Vision 2021: Focusing on the future

“Imagine taking a cross-country trip without a destination in mind and without a map in hand,” says Jay Julian, president/CEO of Muncie-Delaware County Chamber of Commerce and the county’s chief economic development officer. His point: “If you don’t know where you want to go, then you won’t know how to get there.” Julian’s colleague, Muncie businessman Jeff Daniels, puts it in sports terms. “Every winning team needs a playbook, and we’re no exception.” Daniels’ playbook—and Julian’s map—is “Vision 2021,” a five-year economic plan created under the leadership of the Muncie- Delaware County Economic Development Alliance (EDA). Packaged in a 21-page book, the plan identifies six strategic goals, 24 detailed objectives and more than 60 measurable tactics aimed at powering the community forward. A BBF grant for $300,000 will help EDA implement the plan and accomplish the goals by the 2021 targeted completion date. What sets Vision 2021 apart from previous five-year plans is the active role that Delaware County residents played in its design. At two well-attended work sessions, community members were encouraged to swap ideas, voice opinions and suggest priorities. In addition to traditional goals related to job growth and business expansion, participants proposed efforts to enrich the county’s lifestyle amenities. “We felt the shift in direction, especially among millennials,” says Julian. “Our strategic plans have always included something dealing with improving the general characteristics of Muncie and Delaware County, but it’s never been the main driver. This year, clearly, the emphasis is on the community’s quality of life and quality of place.” Daniels, who co-chaired the Vision 2021 executive committee with BBF’s Jud Fisher, is optimistic about the plan’s likely outcomes. In recapping the successes of the previous strategic plan, he noted a key difference between the past and present. “When Vision 2016 was launched in 2011, there was an absence of community pride. Today is a different story. An optimism is coming from all walks of life in our community. Vision 2021 is designed to strengthen what we do as well as where we do it.” page 9 90 YEARS STRONG

Mission Statement of financial position The Ball Brothers Foundation is dedicated to the stewardship legacy of the Ball brothers and to the pursuit of improving the quality of life in Year Ended December 31, 2016 Muncie, Delaware County, East Central Indiana, and Indiana, through Assets philanthropy and leadership. Cash ...... $ 186,000 Grant Focus Areas Investments ...... 162,565,000 • Arts and Culture • Health Other Assets ...... 17,000 • Education • Human Services Total Assets ...... $ 162,768,000 • Environment • Public Affairs/Society Benefit

Initiatives • Early Childhood Education • Quality of Place • Emergency Management • Workforce Development Statement of receipts and disbursements • Outdoor Pursuits

Year Ended December 31, 2016 Board of Directors James A. Fisher Douglas J. Foy Receipts chairman & chief executive officer assistant treasurer & assistant Interest and Dividends...... $ 3,064,830 Jud Fisher secretary Net Realized Gains ...... 854,700 president & chief operating officer Charles F. Ball Other ...... 36,644 Frank B. Petty William M. Bracken vice chairman Stephanie Duckmann Total Receipts ...... $ 3,956,174 Terry L. Walker Nancy B. Keilty secretary Terri E. Matchett Disbursements Tammy S. Phillips Stacy McHenry Grants Paid ...... $ 7,250,087 treasurer, ex-officio Judith F. Oetinger Scott E. Shockley Investment Management ...... 687,357 Administrative and Program Expense . . . . 1,001,885 Associate Directors Staff Total Disbursements ...... $ 8,939,329 Beth Bracken Jud Fisher Matt Bracken president & chief operating officer Excess of Disbursements Over Receipts ...... $ 4,983,155 Lauren Connor Rich Spisak Chris Fisher senior program officer Sarah Kozlowski Jenna Wachtmann Richard James Shanahan program officer Donna Munchel grant process manager page 10 Grants paid in 2016

A Better Way Services, Inc...... $ 15,000 Indiana State Museum Foundation ...... 25,000 American Red Cross ...... 25,000 Indiana Youth Institute ...... 62,000 Ball State University...... 708,150 Inside Out, CDC...... 20,000 Benjamin Harrison Presidential Site ...... 5,000 Ivy Tech Community College...... 155,000 Boys & Girls Club of Muncie...... 129,625 James Whitcomb Riley Memorial Association . . . 100,000 Cancer Services of East Central Indiana, Inc.. . . . 3,250 Minnetrista ...... 2,620,000 Cardinal Greenway, Inc...... 225,000 Motivate Our Minds, Inc...... 34,000 City of Muncie ...... 24,371 Muncie Arts & Culture Council...... 10,000 College Mentors for Kids ...... 5,000 Muncie Civic & Symphony Association, Inc.. . . . 50,000 Community Foundation of Muncie & Del. Co.. . . 102,500 Muncie Civic Theatre...... 75,000 Cornerstone Center for the Arts ...... 104,566 Muncie Community Schools ...... 386,000 Cowan Community Schools...... 3,605 Muncie Downtown Development Partnership. . 5,000 Delaware Advancement Corporation ...... 230,000 Muncie Innovation Connector ...... 15,000 Delaware County BY5 Early Childhood Muncie Police Department...... 5,000 Initiative, Inc...... 50,000 Muncie Sports Commission, Inc...... 5,000 Delaware County Emergency Medical Service . . . 83,600 Music for All, Inc...... 30,000 Delaware County Historical Society...... 5,000 Project Leadership...... 183,300 Delaware County Sheriff’s Office...... 2,500 Red-tail Land Conservancy, Inc...... 30,000 Delaware County Soil & Water Conservation Ross Community Center, Inc...... 60,000 District...... 255,000 Roy C. Buley Community Center ...... 130,000 East Central Indiana Regional Partnership, Inc.. . 80,000 Second Harvest Food Bank of ECI...... 50,000 ecoREHAB of Muncie, Inc...... 50,000 Shafer Leadership Academy...... 44,200 Gateway Association, Inc...... 5,000 Smart Living Project, Inc...... 1,500 Greater Muncie, IN Habitat for Humanity . . . . . 152,500 Sustainable Muncie Corporation ...... 200,000 GT Kids Daycare & Preschool...... 20,000 TeenWorks ...... 35,000 Hartford City Public Library ...... 5,000 United Day Care Center of Delaware Harvest Soup Kitchen ...... 5,000 County, Inc...... 5,000 Healthy Communities of Henry County, Inc. . . . . 30,000 United Way of Delaware County ...... 100,000 Historic Farmland USA ...... 2,500 Wes-Del Community Schools ...... 5,000 Hoosiers Feeding the Hungry ...... 2,500 Whitely Community Council...... 1,500 Huffer Memorial Children’s Center, Inc...... 5,000 Women in Business Unlimited ...... 2,500 Independent Colleges of Indiana, Inc...... 80,000 YMCA of Muncie/Camp Crosley...... 255,000 Indiana Historical Society ...... 25,000 Youth Opportunity Center, Inc...... 100,000 Indiana Humanities Council ...... 2,500 Indiana Philanthropy Alliance ...... 7,920 Total Grant Payments for 2016...... $7,250,087 90 YEARS STRONG

Ball Brothers Foundation’s board includes third and fourth generation family members as well as non-family community members. This photo was taken after a recent board meeting in Muncie and includes board members, BBF staff, and associate directors.

page 12 THE LEGACY CONTINUES 1926 - TODAY Ball Brothers Foundation

THE LEGACY CONTINUES 1926 - TODAY

222 S. Mulberry Street, Muncie, IN 47305 Mailing: P.O. Box 1408, Muncie, IN 47308

(765) 741-5500 • Fax: (765) 741-5518 www.ballfdn.org