Cardinal Funds Inc

MUNCIE, IN EIN: 20-5733080

THE MISSION OF CARDINAL FUNDS INC IS TO HOLD BALL STATE UNIVERSITY FOUNDATION SCHOLARSHIP FUNDS FOR CURRENT STUDENTS OR GRADUATES OF THE UNIVERSITY, INDIANA ACADEMY AND BURRIS LABORATORY SCHOOL AS WELL AS FUNDS FOR THE BENEFIT OF OTHER QUALIFIED EXEMPT ORGANIZATIONS THAT SERVE UNIVERSITY STUDENTS, ALUMNI, FACULTY AND STAFF.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$2.8M

+14.9% YoY

Annual Giving

$108K

-21.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$108K

-21.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$185K$371K$556K$742K20202021202220232024
Metric202420232022
Total Assets$2,828,290$2,460,905$2,579,849
Revenue$476,628$25,806$86,713
Expenses$127,895$144,750$124,398
Qualifying Distributions
Net Investment Income$273,037$-136,502$-127,066
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$34K$69K$103K$138K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

BALL STATE UNIVERSITY$108K

Grant Size Distribution

5 grants across all recorded years

<$50K2$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Cardinal Funds Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Michael C RayChair1
Patrick J AlderdiceVice Chair1
Stephen WachtmannSecretary/Treasurer2
David HeeterBoard Member1
Donald Ray AllenBoard Member (End 3/24)2
Jean Kramer CrosbyBoard Member2
Marla K TempletonBoard Member1
Will CooperBoard Member (Beg 3/24)2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Muncie

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

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