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. 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
Share of all 4 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Union Health Foundation Terre Haute, IN | CHARITABLE | $14,548 |
| Shriners Hospital for Children Tampa, FL | CHARITABLE | $10,392 |
| American Cancer Society Oklahoma City, OK | CHARITABLE | $8,313 |
| Indiana Masonic Home Foundation Indianapolis, IN | CHARITABLE | $8,313 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 8, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- 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.
Here's the math on researching James a & Carrie F Ball Char Trust 1121023 by hand.
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