2024-04-26T12:38:46-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990PF 2023-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 115 3RD STREET SE 803 CEDAR RAPIDS IA 524011222 JULIE L JOHNSON EXECUTIVE DIRECTOR 3193629079 2024-04-26 1 JULIE JOHNSON 999009999 0 DAVID LITTLE P01480921 3193632697 2024-04-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 121559926 X X 11 11 3867644 3867644 21891168 241786530 21891168 545 0 25759368 25758823 175040 63266 111774 85353 64015 21338 39550 20157 19393 1976 1976 0 27725 27725 0 522586 522586 0 348261 637 0 9812 0 26162 23546 2616 31543 25973 5570 1268008 749881 160691 1277374 5623705 2545382 749881 5784396 23213986 25008942 1785746 6549584 6549584 370557 328974 370557 370557 40955 66097601 78600938 78600938 47622907 36029034 36029034 165171 155358 19625 9813 9813 115895808 121559926 121559926 44832 57460 14477998 10131667 0 66454 14522830 10255581 X 101372978 111304345 101372978 111304345 115895808 121559926 101372978 23213986 0 124586964 13282619 111304345 PUBLICLY TRADED SECURITIES 241786530 219895362 21891168 21891168 21891168 347624 0 347624 0 347624 281170 0 0 0 281170 X 0 66454 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 WWW.HALLPERRINE.ORG JULIE L JOHNSON 3193629079 115 3RD STREET SE 803 CEDAR RAPIDS IA 524011222 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE L JOHNSON 115 3RD STREET SE CEDAR RAPIDS IA 524011222 EXECUTIVE DIRECTOR 30.00 151143 9436 0 JACK B EVANS 115 3RD STREET SE CEDAR RAPIDS IA 524011222 CHAIR OF THE BOARD 10.00 23897 6468 0 DARREL A MORF 115 3RD STREET SE CEDAR RAPIDS IA 524011222 VICE PRESIDENT 1.00 0 0 0 CHARLES M PETERS 115 3RD STREET SE CEDAR RAPIDS IA 524011222 TREASURER 1.00 0 0 0 IRIS E MUCHMORE 115 3RD STREET SE CEDAR RAPIDS IA 524011222 SECRETARY 1.00 0 0 0 KATHY E ENO 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR 1.00 0 0 0 LURA E MCBRIDE 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR 1.00 0 0 0 DAVID B MULLER MD 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR 1.00 0 0 0 JENNY L SCHULZ 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR 1.00 0 0 0 KRISTIN C NOVAK 115 3RD STREET SE CEDAR RAPIDS IA 524011222 PROGRAM OFFICER/ASSI 30.00 85353 3414 0 0 BERNSTEIN 225 S 6TH STREET 5000 MINNEAPOLIS MN 55402 INVESTMENT MGMT. FEES 126088 GAMCO INVESTOR'S INC ONE CORPORATE CENTER RYE NY 10580 INVESTMENT MGMT. FEES 107726 MERRILL LYNCH 1065 SIERRA COURT NE SUITE C CEDAR RAPIDS IA 52402 INVESTMENT MGMT. FEES 86266 CHARLES SCHWAB & CO INC 3000 SCHWAB WAY WESTLAKE TX 76262 INVESTMENT MGMT. FEES 57764 US BANK 1555 N RIVERCENTER DRIVE SUITE 300 MILWAUKEE WI 53212 INVESTMENT MGMT. FEES 53551 1 0 113457024 5652580 292355 119401959 0 0 119401959 1791029 117610930 5880547 5880547 347624 347624 5532923 0 5532923 0 5532923 5784396 0 5784396 5532923 2177589 0 0 5784396 2177589 0 0 3606807 0 0 0 0 0 0 0 0 1926116 0 0 0 JULIE L JOHNSON EXECUTIVE DIRECTOR 115 3RD STREET SE 803 CEDAR RAPIDS IA 52401 3193629079 A BRIEF DESCRIPTION OF THE ORGANIZATION, INCLUDING ITS LEGAL NAME, HISTORY, ACTIVITIES, PURPOSE AND GOVERNING BOARD. THE PURPOSE FOR WHICH THE GRANT IS REQUESTED. THE AMOUNT REQUESTED AND A LIST OF OTHER SOURCES OF FINACIAL SUPPORT. A COPY OF THE ORGANIZATION'S MOST RECENT AUDITED FINANCIAL STATEMENTS. A COPY OF THE IRS DETERMINATION LETTER INDICATING 501(C)(3) TAX EXEMPT STATUS. A COPY OF THE ORGANIZATION'S FORM 990-INCOME TAX RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. NOT APPLICABLE THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. GRANTS ARE ORDINARILY CONFINED TO NONPROFIT PUBLIC TAX-EXEMPT ORGANIZATIONS LOCATED IN LINN COUNTY, IOWA. AFFORDABLE HOUSING NETWORK INC 3000 J STREET SW CEDAR RAPIDS IA 52404 PC HUMAN SERVICES TOTAL 50000 AFRICAN AMERICAN MUSEUM OF IOWA 55 12TH AVENUE SE CEDAR RAPIDS IA 52401 PC CAPITAL RENOVATION 250000 AMANA HERITAGE SOCIETY 705 44TH AVE PO BOX 81 AMANA IA 52203 PC MUSEUM RENOVATION 27807 BOYS & GIRLS CLUBS OF THE CORRIDOR 420 6TH STREET SE SUITE 240 CEDAR RAPIDS IA 52401 PC NEW SOUTH UNIT BUILDING 500000 BRUCEMORE INC 2160 LINDEN DRIVE SE CEDAR RAPIDS IA 52403 PC CAPITAL PRESERVATION 1000000 CEDAR RAPIDS OPERA 425 2ND STREET SE SUITE 960 CEDAR RAPIDS IA 52401 PC PROJECTION EQUIPMENT 20250 CEDAR RAPIDS SYMPHONYORCHESTRA IOWA 119 3RD AVENUE SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 100000 CHRIST EPISCOPAL CHURCH 220 40TH STREET NE CEDAR RAPIDS IA 52402 NC OPERATIONAL SUPPORT 2000 CITY OF CEDAR RAPIDS 101 FIRST STREET SE CEDAR RAPIDS IA 52401 GOV CONNECTCR PROJECT 500000 CITY OF MARION 1225 6TH AVENUE MARION IA 52302 GOV NEW MARION PUBLIC LIBRARY 166666 COE COLLEGE 1220 FIRST AVENUE NE CEDAR RAPIDS IA 52402 PC CENTER FOR HEALTH & SOCIETY BLDG. 233333 CORNELL COLLEGE 600 FIRST STREET SW MOUNT VERNON IA 52314 PC SMALL SPORT CENTER EXPANSION/RENOVATIONS 333333 EASTERN IOWA HEALTH CENTER 1030 4TH AVENUE SE CEDAR RAPIDS IA 52403 PC NEW DENTAL HEALTH CENTER 100000 FIRST PRESBYTERIAN CHURCH 310 5TH STREET SE CEDAR RAPIDS IA 52401 NC OPERATIONAL SUPPORT 2000 FOUNDATION 2 CRISIS SERVICES 1714 JOHNSON AVENUE NW CEDAR RAPIDS IA 52405 PC BUILDING PURCHASE & RENOVATION 200000 JUNIOR ACHIEVEMENT OF EAST CENTRAL IOWA 324 3RD STREET SE SUITE 200 CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 14000 LINN AREA MOUNTAIN BIKE ASSN PO BOX 278 CEDAR RAPIDS IA 52406 PC SINGLETRACK TRAIL EXTENSION 21666 MERCY MEDICAL CENTER 701 10TH STREET SE CEDAR RAPIDS IA 52403 PC HALL RADIATION CENTER EQUIPMENT $500,000; HALLMAR VILLAGE - BUILDING $200,000 700000 MIRACLES IN MOTION 2049 120TH STREET NW SWISHER IA 52338 PC STABLE CONSTRUCTION 25000 MONARCH RESEARCH PROJECT 4970 LAKESIDE ROAD MARION IA 52302 PC REPLANTING TREES - DERECHO 75000 ST LUKE'S FOUNDATION 810 1ST AVENUE NE 2ND FLOOR CEDAR RAPIDS IA 52402 PC AQUATIC THERAPY EQUIPMENT 96317 ST PAUL'S UNITED METHODIST CHURCH 1340 3RD AVENUE SE CEDAR RAPIDS IA 52403 NC OPERATIONAL SUPPORT 2000 TANAGER PLACE 2309 C STREET SW CEDAR RAPIDS IA 52404 PC CAMP TANAGER RENOVATIONS 250000 TEMPLE JUDAH 3221 LINDSAY LANE SE CEDAR RAPIDS IA 52403 NC OPERATIONAL SUPPORT 2000 THE HISTORY CENTER 800 2ND AVENUE SE CEDAR RAPIDS IA 52403 PC PROPERTY UPGRADES 44000 TREES FOREVER 80 W 8TH AVENUE MARION IA 52302 PC REPLANTING TREES $300,000; HEADQUARTER IMPROVEMENTS $58,333 358333 UNITED WAY OF EAST CENTRAL IOWA 1030 5TH AVENUE SE 100 CEDAR RAPIDS IA 52403 PC ANNUAL CAMPAIGN 550000 5623705 AFRICAN AMERICAN MUSEUM OF IOWA 55 12TH AVENUE SE CEDAR RAPIDS IA 52401 PC CAPITAL RENOVATION 250000 250000 14 11 14 3867644 18 21891168 OTHER INCOME 01 545 0 25759368 0 25759368 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 27725 27725 0 BAIRD FDS INC INTER BD INSTL 3491185.472SH 36029034 36029034 AAR CORP 772SH 48173 48173 ADVANCED ENERGY INDS INC 497SH 54133 54133 AGILYSYS INC 792SH 67177 67177 ALLEGIANT TRAVEL CO 409SH 33787 33787 ALTERYX INC 757SH 35700 35700 AMERIS BANCORP 993SH 52679 52679 AXONICS, INC. 583SH 36280 36280 AZEK CO INC 1365SH 52211 52211 BADGER METER INC 207SH 31954 31954 BERRY GLOBAL GROUP, INC 811SH 54653 54653 BIO-TECHNE CORP 573SH 44213 44213 BUNGE GLOBAL SA 308SH 31093 31093 CACI INTL INC 221SH 71573 71573 CARLISLE COS INC 217SH 67797 67797 CARTER'S INC 542SH 40590 40590 CASELLA WASTE SYSTEM INC 971SH 82982 82982 CASEYS GEN STORES INC 183SH 50277 50277 CCC INTELLIGENT SOLUTIONS 5555SH 63271 63271 CHOICE HOTELS INTL INC 213SH 24133 24133 CHORD ENERGY CORPORATION 310SH 51531 51531 CHURCHILL DOWNS INC 349SH 47091 47091 CIENA CORP 949SH 42714 42714 CIVITAS RES INC 791SH 54089 54089 COCA-COLA CONSOLIDATED, INC. 34SH 31566 31566 COLUMBIA SPORTSWEAR CO 240SH 19090 19090 CRANE CO NEW 556SH 65686 65686 CRANE NXT, CO 845SH 48055 48055 DESCARTES SYS GROUP INC 956SH 80361 80361 DODGE & COX FDS GLOBAL STK FD 329610.975SH 4917796 4917796 EAGLE MATERIALS INC-A 233SH 47262 47262 ELEMENT SOLUTIONS INC 30458SH 70461 70461 EMCOR GROUP INC 323SH 69584 69584 ENCOMPASS HEALTH CORPORATION CO 444SH 29624 29624 ENERSYS COMMON 471SH 47552 47552 ENPRO, INC 733SH 114890 114890 ENSIGN GROUP INC 597SH 66989 66989 EQUITY COMMONWEALTH 1823SH 35002 35002 FIDELITY 500 INDEX FD INST PREMIUM 173727.333SH 28750136 28750136 FIDELITY INTERNATIONAL INDEX FUND 361584.262SH 17121015 17121015 FIDELITY MID CAP INDEX INSTL PREM 283062.371SH 8477718 8477718 FIRST INDL RLTY TR INC 1246SH 65627 65627 FIVE BELOW INC 223SH 47535 47535 FIVE9 INC 570SH 44853 44853 FORWARD AIR CORP 301SH 18924 18924 FOX FACTORY HLDG CORP 669SH 45144 45144 GENTEX CORP 1659SH 54183 54183 GILDAN ACTIVEWEAR INC 730SH 57194 57194 GLACIER BANCORP INC 1249SH 51609 51609 GLOBUS MEDICAL INC 876SH 46682 46682 GRAPHIC PACKAGING HLDG CO 1821SH 44888 44888 GRIFFON CORP 774SH 47175 47175 HAIN CELESTIAL GROUP INC 799SH 8749 8749 HALOZYME THERAPEUTICS INC 1018SH 37625 37625 HUB GROUP INC 825SH 75851 75851 HUNTSMAN CORP 883SH 22190 22190 INGEVITY CORP 577SH 27246 27246 INSTALLED BLDG PRODS INC 325SH 59417 59417 INSULET CORP 182SH 39490 39490 INTEGRA LIFESCIENCES 391SH 17028 17028 INTER PARFUMS INC 297SH 42771 42771 ITT INC COM 726SH 86626 86626 J & J SNACK FOODS CORP 196SH 32759 32759 KBR INC 1852SH 102619 102619 LITTELFUSE INC 226SH 60469 60469 MADDEN STEVEN LTD 1299SH 54558 54558 MATADOR RES CO 1272SH 72326 72326 MATERION CORP 366SH 47628 47628 MAXIMUS INC 587SH 49226 49226 MEDPACE HLDGS INC 153SH 46899 46899 MFS BLENDED RESEARCH EMRG MKTS EQTY I 398290.879SH 4930841 4930841 MODEL N INC 1629SH 43869 43869 MODINE MFG CO 1521SH 90804 90804 NEW PERSPECTIVE FD INC CL F-3 86617.882SH 4841939 4841939 ONTO INNOVATION INC 369SH 56420 56420 PURE STORAGE INC 1008SH 35945 35945 RAMBUS INC 544SH 37128 37128 RBC BEARINGS INC 174SH 49571 49571 REGAL REXNORD CORPORATION 293SH 43370 43370 SEACOAST BKG CORP FLA 2205SH 62754 62754 SILGAN HLDGS INC 1509SH 68282 68282 SILICON LABORATORIES INC 338SH 44707 44707 SOUTH STATE CORP 852SH 71951 71951 SPX TECHNOLOGIES INC 780SH 78788 78788 STAG INDL INC 1357SH 53276 53276 STANDEX INTL CORP 292SH 46247 46247 TENABLE HLDGS INC 485SH 22339 22339 TEXAS ROADHOUSE INC 568SH 69427 69427 TIMKEN CO 456SH 36548 36548 TRANSAMERICA INTL SMALLCAP VALUE 349295.533SH 4928560 4928560 UFP INDUSTRIES INC 604SH 75832 75832 UNITED BANKSHARES INC W VA 1214SH 45586 45586 UNITED COMMUNITY BANKS GA 1492SH 43656 43656 UNIVERSAL DISPLAY CORP 469SH 89701 89701 UNIVERSAL ELECTRONICS INC 896SH 8413 8413 VAIL RESORTS INC 180SH 38425 38425 VERACYTE INC 1210SH 33287 33287 VERICEL CORP 850SH 30269 30269 VICOR CORP 491SH 22066 22066 WNS HOLDINGS LTD 993SH 62758 62758 LEASEHOLD IMPROVEMENTS 125433 115620 9813 9813 FURNITURE, EQUIPMENT 39738 39738 0 LEGAL FEES 1976 1976 0 UNREALIZED LOSS 13282619 INSURANCE 18654 16148 2506 MEMBERSHIPS 2325 0 2325 OFFICE EXPENSES 9758 9075 683 SUBSCRIPTIONS 806 750 56 OTHER INCOME 545 545 EXCISE TAX PAYABLE 0 66454 MANAGEMENT FEES 522586 522586 0 FEDERAL EXCISE TAXES 347624 0 0 OTHER TAXES 637 637 0