James a & Carrie F Ball Char Trust 1121023

Foundation · Grantmaker Terre Haute, IN EIN: 38-6811902
Unknown or not classified

James a & Carrie F Ball Char Trust 1121023 is a private foundation focused on Unknown or not classified, based in Terre Haute, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $692K in total assets. In 2025, it awarded 4 grants totaling $42K. Net investment income was $31K.

Key facts about James a & Carrie F Ball Char Trust 1121023

In short: James a & Carrie F Ball Char Trust 1121023 gave $42K across 4 grants in 2025 (avg $10K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

EIN
38-6811902
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$41,566
Grants made (2025)
4
Average grant
$10,392
Median grant
$9,353
Total assets
$691,909
Primary geography
Indiana (55% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$692K

-1.5% YoY

Annual Giving

$42K

+14.6% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$10K

+14.6% YoY

Under IRS private-foundation payout rules, James a & Carrie F Ball Char Trust 1121023 reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.

How James a & Carrie F Ball Char Trust 1121023 gives

  • Giving held roughly steady from 2022 to 2025 (+3%). Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 4 itemized 2025 grant dollars.

Cities

IndianapolisOklahoma CityTerre HauteTampaRanson

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K4 grants20204 grants20214 grants20224 grants20234 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Union Health Foundation: $15KUnion Health Foundation$15KShriners Hospital for Children: $10KShriners Hospital for Children$10KAmerican Cancer Society: $8KAmerican Cancer Society$8KIndiana Masonic Home Foundation: $8KIndiana Masonic HomeFoundation$8K

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Union Health Foundation Terre Haute, INCHARITABLE$14,548
Shriners Hospital for Children Tampa, FLCHARITABLE$10,392
American Cancer Society Oklahoma City, OKCHARITABLE$8,313
Indiana Masonic Home Foundation Indianapolis, INCHARITABLE$8,313

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K202020212022202320242025
Metric202520242023
Total Assets$691,909$702,326$708,940
Revenue$36,970$34,915$29,992
Expenses$47,386$41,532$40,329
Qualifying Distributions$43,742$37,827$36,676
Net Investment Income$30,843$27,896$21,625
Distributable Amount$44,182$39,882$37,785

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 8, 2022)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 13, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Frequently asked questions about James a & Carrie F Ball Char Trust 1121023

How much does James a & Carrie F Ball Char Trust 1121023 give each year?

James a & Carrie F Ball Char Trust 1121023 gave $42K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 4 grants.

What is James a & Carrie F Ball Char Trust 1121023's typical grant size?

James a & Carrie F Ball Char Trust 1121023's median grant in 2025 was $9,353, and its average grant was $10,392, across 4 grants on its 2025 IRS Form 990-PF.

Where does James a & Carrie F Ball Char Trust 1121023 give grants?

James a & Carrie F Ball Char Trust 1121023 gives mostly in Indiana: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (25%) and Oklahoma (20%).

Does James a & Carrie F Ball Char Trust 1121023 give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on James a & Carrie F Ball Char Trust 1121023's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (4 grants).

How large is James a & Carrie F Ball Char Trust 1121023?

James a & Carrie F Ball Char Trust 1121023 reported $692K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets).

What is James a & Carrie F Ball Char Trust 1121023?

James a & Carrie F Ball Char Trust 1121023 is a private foundation focused on Unknown or not classified, based in Terre Haute, IN. It holds $692K in total assets as of 2025.

What is James a & Carrie F Ball Char Trust 1121023's EIN?

James a & Carrie F Ball Char Trust 1121023's EIN (Employer Identification Number) is 38-6811902. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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