Ball Brothers Foundation 2013 Annual Report THE LEGACY CONTINUES 1926 - TODAY In memory of FRANK E. BALL 1938-2014

BALL BROTHERS FOUNDATION lost a wise and dedicated leader on May 26, 2014, with the death of our board chairman and chief executive officer Frank Ball. A native of Muncie, Frank brought to the board an innate understanding of the relationship between BBF and the community it has served for 88 years. Frank’s governance style was in keeping with that of the Foundation’s first president, one of the five original Ball brothers, whose name he shared. Both were pragmatic, successful businessmen who were compassionate, generous philanthropists. In recent years Frank lived in Florida, but continued to maintain a residence in Muncie and made frequent visits to the city and to our offices. Regardless of his location, he always was available to Foundation staff members who sought his insights and counsel. His enthusiasm for our mission was real; his impact was great; and his legacy lives on. POSITIONED FOR THE FUTURE

“You’ve got to think about big things while you’re doing small things, so that all the small things go in the right direction.”— ALVIN TOFFLER

THESE WORDS OF FUTURIST ALVIN TOFFLER summarize BBF’s efforts in 2013 to support projects— big and small—that position Delaware County for a promising future. Our community is in transition. Change is everywhere. Needs are many, and so are funding requests to address the needs. To avoid fragmentation and help the community “go in the right direction,” we have assumed a focused, proactive in our grant-making activities. This annual report offers a glimpse of several initiatives that illustrate that stance.

First, because a high quality school system is a major factor in attracting and sustaining economic development, we’ve assisted Muncie Community Schools as it goes about the emotional business of merging two high schools. Second, we’ve invested in a cluster of grants to continue the revitalization of Muncie’s downtown. Third, because a vibrant community must offer broad educational and recreational opportunities, we’ve dedicated funds for improvements at Camp Adventure and .

We’ve also taken steps internally to position the Foundation for the demanding work ahead.

• We’ve expanded our program staff with the recruitment of Jenna Wachtmann, who brings a fresh perspective to our work. • We’ve adopted a team approach to grant oversight that engages our entire staff in every project we undertake. • We’ve redesigned our website to better convey our mission and priorities through words, photos and video clips.

We believe that people seek out communities where they want to live … not merely where they want to work. We’re enthusiastic about our part in shaping that kind of community.

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

page 2

POSITIONED FOR THE FUTURE

One team, one district, one Muncie

WITHIN WEEKS OF THE MUNCIE SCHOOL BOARD’S DECISION to consolidate the city’s two high schools, Ball Brothers Foundation offered assistance in easing the transition. “I was surprised and elated by the opportunity the Foundation gave us,” says Tim Heller, superintendent of Muncie Community Schools. “I knew that a supplemental grant from BBF would be instrumental in the success of the merger.”

Heller and his team submitted a proposal designed to support efforts to promote unity, create community pride, and blend faculty and students from Muncie Central and Muncie Southside high schools into the new system. The plan gave special attention to strong visual expressions that would illustrate the “one team, one district, one Muncie” concept. The BBF board approved the proposal and allocated more than $350,000 to implement it. Among its key components: The blended marching band, now called the Spirit of Muncie, would step off its competitive 2014 summer season with new uniforms, equipment and signage; because football is the first major sport of the school year, players would take to the field in new gear that featured a colorful new logo. Other portions of the grant were dedicated for the purchase of educational equipment and minor facility upgrades. Several workshops and mixers were scheduled to encourage the former cross- town rivals to mesh into a single, compatible, educational community.

“The grant brought to light the importance of unity and showed how a business-education partnership works,” says Heller. “The timing of the grant was important because when people read about the Foundation’s early support of the merger, many of them came onboard.”

page 4 Teacher of the Year

FROM A FIELD described as “extremely competitive,” Holly Stachler, a first-grade teacher at Yorktown’s Pleasant View Elementary School, emerged as the recipient of BBF’s first Excellence in Teaching Award. The Foundation established the annual awards program to recognize the innovation that area teachers bring to their classrooms. Each public school system in Delaware County was invited to nominate up to two candidates for the top honor which includes a $15,000 grant to the recipient’s school. Two finalists—Tammy Brant, a faculty member at Selma Middle School, and Stephen Merkle, a teacher at Muncie Central High School—received grants of $1,000 this year for use in their classrooms. POSITIONED FOR THE FUTURE

Minnetrista keeps pace with audience needs

CELEBRATING ITS 25TH ANNIVERSARY this year, Minnetrista continues to fine tune its programs and facilities to address the changing needs and interests of the diverse region it serves. With ongoing support from Ball Brothers Foundation, “Minnetrista helps to define ‘quality of place’ for East Central ,” says Betty Brewer, president and chief executive officer of the cultural center. “We believe that quality of place is just as essential to a community’s well-being and ability to attract new business as is an educated workforce or a desirable tax situation.”

An in-depth survey has divided Minnetrista’s audiences into three broad categories: rechargers, who want to relax and refresh themselves; explorers, who seek new experiences; and hobbyists, who pursue activities that range from bird-watching to gardening to photography and beyond. Meeting the expectations of the three groups is a challenge, but Brewer calls the survey information “critical” to the program decisions she and her staff make. Improvement is always the goal, and a willingness to experiment, evaluate and evolve is essential.

“As Jim Collins wrote in his book Good to Great, ‘Good is the enemy of great,’” says Brewer. “We have a really good team; our campus is beautiful; our stories are inspiring, and we have over 100,000 visitor experiences a year. But we should always reach a little further, try a little harder and shine a little brighter. Working with our community, Minnetrista strives to be great and help make a great place to live.”

page 6

POSITIONED FOR THE FUTURE

Downtown Muncie: ‘The right fit’

WHEN THE ARC OF INDIANA was considering locations for its $21 million training institute and teaching hotel, “we were looking not just for a viable city but for an entire community that would embrace our mission,” recalls Kim Dodson, executive director of The Arc of Indiana Foundation. “We knew we had a lot to bring to an area, but this is more than just a business; it’s a project that will impact thousands of lives. The right fit for us was Muncie.”

The one-of-a-kind institute, which will train persons with disabilities for jobs in the booming hospitality industry, is on target for a late 2014 groundbreaking. BBF funds helped advance the project when it was in its earliest stages. “The Foundation’s commitment was so very, very timely,” says Dodson. “It allowed us to put together the basic pieces and then begin to build on those pieces.”

The importance of the training institute and teaching hotel can’t be overstated, according to Vicki Veach, executive director of the Muncie Downtown Development Partnership (MDDP). “It’s already generated several leads from businesses interested in locating here,” says Veach.

The success of the city’s revitalization was documented in a branding campaign that MDDP initiated with support from BBF. Veach credits the marketing effort with attracting 14 new businesses in 2013 and creating a need for affordable housing close to the city’s core. “Those are the calls I’m getting now,” says Veach. “People want to live downtown.” Their interest is sparked by the enhanced retail environment, the promise of new jobs and a surge in entertainment venues such as Canan Commons. “The downtown is the heart of any community,” explains Veach. “When it’s strong, it has a positive effect on everything around it. People get excited about Muncie because they see us investing in ourselves.”

page 8

POSITIONED FOR THE FUTURE

The sky’s the limit at Camp Adventure

BACK-TO-BACK BBF GRANTS TOTALING $200,000 have enabled Muncie Community Schools to extend its educational and recreational programming at Camp Adventure to all seasons. Upgrades to Bibler Lodge and the restroom facilities have included insulation, heating and cooling units, wiring, plumbing fixtures and new science equipment. “Teachers who have come out here for years are shocked at how great things are now,” says James Leslie, onsite director and challenge education coordinator.

The 40-acre camp is owned by the Muncie Optimists Club, leased to Muncie Community Schools and used by school corporations throughout Delaware County. The science program encourages classes to experience firsthand what they’ve read about in textbooks or watched on videotapes. “A lot of our city kids have never seen a deer, heard an owl or run through prairie grass,” says Leslie. “The sky’s the limit here. If they’re studying trees, we have trees. If they’re talking about insects, we’ve got plenty of those too.”

The most popular curriculum is the challenge education program that is designed to boost confidence and teach life skills to participants from kindergartners to adults. Depending on their ages, students don hard hats and safety gear to climb poles, soar on zip lines, tackle rope courses and experience the joy of achievement.

“Kids leave here excited about what they’ve learned,” says Leslie. “There’s a bonding that happens through the team-building programs that you don’t get inside a classroom. The learning is hands-on and involves problem-solving activities that teach students to communicate, cooperate, share ideas, compromise, trust, develop plans and then implement the plans.”

page 10

POSITIONED FOR THE FUTURE

Mission Statement of receipts and disbursements The Ball Brothers Foundation is dedicated to the stewardship

legacy of the Ball brothers and to the pursuit of improving Year Ended December 31, 2013 the quality of life in Muncie, Delaware County, East Central Indiana, and Indiana, through philanthropy and leadership. Receipts Interest and Dividends...... $ 2,767,000 Grant Focus Areas Net Realized Gains ...... 8,863,000 • Health • Arts and Culture Other ...... 118,500 • Education • Human Services Net Receipts ...... $ 11,748,500 • Environment • Public Affairs/Society Benefit

Board of Directors Staff Disbursements Grants Paid ...... $ 6,315,200 James A. Fisher Jud Fisher chairman & chief executive president & chief operating Investment Management ...... 397,000 officer officer Administrative and Program Expense . . . . 758,300 Jud Fisher Neil Schmottlach Federal Excise Tax ...... 214,000 president & chief operating program officer Total Disbursements ...... $ 7,684,500 officer Rich Spisak Terry L. Walker program officer secretary Jenna Wachtmann Excess of Receipts Over Disbursements ...... $ 4,064,000 Tammy S. Phillips program officer treasurer Donna Munchel Douglas J. Foy grant process manager assistant treasurer & Statement of financial position assistant secretary

Charles F. Ball Year Ended December 31, 2013 William M. Bracken Stephanie Duckmann Assets Brannon J. Fisher Cash ...... $ 96,000 Nancy B. Keilty Investments ...... 162,261,000 Terri E. Matchett Other Assets ...... 15,000 Stacy McHenry Total Assets ...... $ 162,372,000 Judith F. Oetinger Frank B. Petty Scott E. Shockley

page 12 Grants awarded in 2013

A Better Way Services, Inc...... $ 5,000 Market Place Outreach Community Center ...... 2,500 ...... 585,100 Minnetrista ...... 2,650,000 Benjamin Harrison Presidential Site ...... 10,000 Motivate Our Minds, Inc...... 45,000 Big Brothers Big Sisters of Delaware County ...... 60,000 Muncie Arts & Culture Council...... 3,000 Boys and Girls Club of Muncie ...... 42,525 Muncie Children’s Museum...... 50,000 Bridges Community Services, Inc...... 5,000 Muncie Civic Theatre...... 12,000 Cancer Services of East Central Indiana, Inc...... 25,000 Muncie Community Schools ...... 101,000 Cardinal Greenway, Inc...... 115,000 Muncie Delaware Clean and Beautiful...... 15,000 Children’s Bureau ...... 25,000 Muncie Downtown Development Partnership . . . . . 50,000 City of Muncie ...... 100,000 Muncie Light Horse Club ...... 5,000 College Mentors for Kids, Inc...... 20,000 Muncie Public Library ...... 10,000 Community Enhancement Projects, Inc...... 5,000 Muncie Symphony Orchestra ...... 50,000 Community Foundation of Muncie & Delaware Muncie/Delaware Robotics ...... 15,000 County, Inc...... 138,000 Music for All, Inc...... 25,000 Cornerstone Center for the Arts ...... 116,200 New Castle Area Career Programs ...... 2,579 Cowan Community Schools ...... 3,700 Parents Encouraging Parents...... 15,000 Crossroads of America Council ...... 40,000 Philips Outdoor Center, Inc...... 19,500 Delaware Advancement Corporation ...... 6,400 Project Leadership...... 100,000 Delaware County Emergency Management ...... 100,000 Red-Tail Conservancy, Inc...... 20,000 Delaware County Soil & Water Conservation District. . 163,505 Ross Community Center, Inc...... 300,000 ECI Regional Planning District...... 17,500 Roy C. Buley Community Center ...... 123,000 Energize-ECI, Inc...... 100,000 Shafer Leadership Academy...... 27,000 Greater Muncie, IN Habitat for Humanity ...... 75,000 TEAMwork for Quality Living ...... 5,000 Hillcroft Services, Inc...... 20,000 The Arc of Indiana...... 80,000 Hoosiers Feeding the Hungry ...... 1,000 The Conservation Law Center ...... 25,000 Huffer Memorial Children’s Center, Inc...... 10,000 Transition Resources Corporation...... 75,000 Independent Colleges of Indiana, Inc...... 80,000 Union Chapel United Methodist Church ...... 1,695 Indiana Council for Economic Education...... 6,700 United Day Care Center of Delaware County, Inc.. . . . 44,000 Indiana Grantmakers Alliance ...... 7,200 United Way of Delaware County...... 75,000 Indiana Youth Institute ...... 65,000 Women in Business Unlimited...... 3,000 Inside Out, CDC ...... 10,000 Yorktown Community Schools...... 15,000 Ivy Tech Community College ...... 190,000 Youth Opportunity Center ...... 29,799 Liberty Perry Community School Corporation ...... 1,000 YMCA of Muncie ...... 127,300 MAPA ...... 45,000 TOTAL ...... $ 6,315,203 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