2025-07-10T18:13:13-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990PF 2024-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 222 THIRD AVE SE 400 CEDAR RAPIDS IA 52401 JULIE L JOHNSON EXECUTIVE DIRECTOR 3193629079 2025-07-09 1 0 DAVID LITTLE P01480921 3193632697 2025-06-26 2024 2025-03-06 01:10:19Z X X 128465445 X X 2110 2110 4388689 4143048 1383290 11478379 1382781 18887 3657 5792976 5531596 156177 8768 147409 90089 0 90089 38826 5788 33038 490 0 490 21748 0 21748 313119 285346 0 1416 1416 0 72657 0 0 9813 0 26478 0 26478 1954 0 1954 134869 3143 28181 867636 304461 349387 6108000 5906333 6975636 304461 6255720 -1182660 5227135 13202 13202 6549584 676599 676599 157895 370557 157895 157895 78600938 83804934 83804934 36029034 34179591 34179591 0 9633224 9633224 9813 0 0 121559926 128465445 128465445 57460 57558 10131667 10333334 66454 8757 10255581 10399649 X 111304345 118065796 111304345 118065796 121559926 128465445 111304345 -1182660 7944111 118065796 0 118065796 PUBLICLY TRADED SECURITIES 11478379 10094081 1384298 1384298 LP EIN: 98-1032513 - REALIZED LOSS P 2024-09-01 2024-12-31 1517 -1517 -1517 LP EIN: 98-1670510 - REALIZED GAIN P 2024-01-31 2024-12-31 0 0 1382781 72657 0 72657 0 72657 63900 0 45000 0 108900 X 0 36243 36243 0 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 222 THIRD AVE SE 400 CEDAR RAPIDS IA 52401 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 222 THIRD AVE SE CEDAR RAPIDS IA 52401 EXECUTIVE DIRECTOR 30.00 144486 9888 0 JACK B EVANS 222 THIRD AVE SE CEDAR RAPIDS IA 52401 CHAIR OF THE BOARD 10.00 11691 6440 0 DARREL A MORF 222 THIRD AVE SE CEDAR RAPIDS IA 52401 VICE PRESIDENT 1.00 0 0 0 CHARLES M PETERS 222 THIRD AVE SE CEDAR RAPIDS IA 52401 TREASURER 1.00 0 0 0 JENNY L SCHULZ 222 THIRD AVE SE CEDAR RAPIDS IA 52401 SECRETARY 1.00 0 0 0 KATHY E ENO 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 LURA E MCBRIDE 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 DAVID B MULLER MD 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 IRIS E MUCHMORE 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 RUE H PATEL 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 DIANA LEDFORD 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 KRISTIN C NOVAK 222 THIRD AVE SE CEDAR RAPIDS IA 52401 PROGRAM OFFICER/ASSI 30.00 90089 3338 0 0 FIFTH THIRD BANK 38 FOUNTAIN SQUARE PLAZA CINCINNATI OH 45202 INVESTMENT MGMT. FEES 197027 0 0 120859399 4780877 5238912 130879188 0 0 130879188 1963188 128916000 6445800 6445800 72657 72657 6373143 0 6373143 0 6373143 6255720 0 6255720 6373143 1926116 0 0 6255720 1926116 0 0 4329604 0 0 0 0 0 0 0 0 2043539 0 0 0 JULIE L JOHNSON EXECUTIVE DIRECTOR 222 THIRD AVE SE STE 400 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. AFRICAN AMERICAN MUSEUM OF IOWA 55 12TH AVENUE SE CEDAR RAPIDS IA 52401 PC CAPITAL RENOVATION 250000 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 750000 CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION 450 5TH AVE SE CEDAR RAPIDS IA 52401 PC WESTSIDE PUBLIC LIBRARY BUILDING 400000 CEDAR RAPIDS SYMPHONYORCHESTRA IOWA 119 3RD AVENUE SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 40000 CHRIST EPISCOPAL CHURCH 220 40TH STREET NE CEDAR RAPIDS IA 52402 PC OPERATIONAL SUPPORT 2000 CITY OF CEDAR RAPIDS 101 FIRST STREET SE CEDAR RAPIDS IA 52401 GOV CONNECTCR PROJECT 500000 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 EASTERN IOWA HEALTH CENTER 1030 4TH AVENUE SE CEDAR RAPIDS IA 52403 PC IN-HOUSE PHARMACY REMODEL 300000 FIRST PRESBYTERIAN CHURCH 310 5TH STREET SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 2000 HACAP 1328 2ND AVE SE CEDAR RAPIDS IA 52405 PC COLD STORAGE UNIT 100000 HOOVER PRESIDENTIAL FOUNDATION PO BOX 696 WEST BRANCH IA 52358 PC REDESIGN OF MUSEUM 250000 MERCY MEDICAL CENTER 701 10TH STREET SE CEDAR RAPIDS IA 52403 PC HALL RADIATION CENTER EQUIPMENT 500000 MERCY MEDICAL CENTER 701 10TH STREET SE CEDAR RAPIDS IA 52403 PC HALLMAR VILLAGE 200000 MONARCH RESEARCH PROJECT 4970 LAKESIDE ROAD MARION IA 52302 PC REPLANTING TREES 75000 NEWBO CITY MARKET 1100 3RD ST SE CEDAR RAPIDS IA 52401 PC INTERIOR BUILDING EXPANSION 400000 ST LUKE'S FOUNDATION 810 1ST AVENUE NE 2ND FLOOR CEDAR RAPIDS IA 52402 PC ABBE CENTER - NEW LOCATION AND REMODELING 300000 ST PAUL'S UNITED METHODIST CHURCH 1340 3RD AVENUE SE CEDAR RAPIDS IA 52403 PC OPERATIONAL SUPPORT 2000 TEMPLE JUDAH 3221 LINDSAY LANE SE CEDAR RAPIDS IA 52403 PC OPERATIONAL SUPPORT 2000 TREES FOREVER 80 W 8TH AVENUE MARION IA 52302 PC REPLANTING TREES 300000 UNITED WAY OF EAST CENTRAL IOWA 1030 5TH AVENUE SE 100 CEDAR RAPIDS IA 52403 PC ANNUAL CAMPAIGN 600000 5906333 BRUCEMORE INC 2160 LINDEN DRIVE SE CEDAR RAPIDS IA 52403 PC CAPITAL PRESERVATION 1000000 CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION 450 5TH AVE SE CEDAR RAPIDS IA 52401 PC WESTSIDE PUBLIC LIBRARY BUILDING 1100000 NEWBO CITY MARKET 1100 3RD ST SE CEDAR RAPIDS IA 52401 PC INTERIOR BUILDING EXPANSION 400000 THEATRE CEDAR RAPIDS 102 3RD ST SE CEDAR RAPIDS IA 52401 PC RENOVATION OF BUILDING 1500000 4000000 14 2110 14 4388689 14 18877 18 1383290 REFUND 01 10 0 5792976 0 5792976 0 0 0 0 0 0 0 1 0 1b(6) 575 ROTARY INTERNATIONAL CEDAR RAPIDS MEMBERSHIP DUES AS REQUIRED COMMUNITY ENGAGEMENT 1b(6) 1000 CEDAR RAPIDS METRO ECONOMIC ALLIANCE MEMBERSHIP DUES AS REQUIRED COMMUNITY ENGAGEMENT 0 ACCOUNTING FEES 21748 0 21748 BAIRD FDS INC INTER BD INSTL 328100.342SH 34179591 34179591 AAR CORP 515SH 31559 31559 ADVANCED ENERGY INDS INC 554SH 64059 64059 AGILYSYS INC 648SH 85348 85348 ALLEGIANT TRAVEL CO 412SH 38777 38777 AMERIS BANCORP 1105SH 69140 69140 AZEK CO INC 803SH 38118 38118 AZENTA INC. 1107SH 55350 55350 BADGER METER INC 102SH 21636 21636 BERRY GLOBAL GROUP, INC 567SH 36668 36668 BIO-TECHNE CORP 1341SH 96592 96592 BLACKLINE INC 834SH 50674 50674 CACI INTL INC 138SH 55760 55760 CADENCE BANK 2172SH 74825 74825 CARLISLE COS INC 131SH 48318 48318 CASELLA WASTE SYSTEM INC 851SH 90044 90044 CASEYS GEN STORES INC 185SH 73303 73303 CCC INTELLIGENT SOLUTIONS 5016SH 58838 58838 CHEMED CORP 92SH 48742 48742 CHORD ENERGY CORPORATION 394SH 46066 46066 CHURCHILL DOWNS INC 562SH 75049 75049 CIVITAS RES INC 1199SH 54998 54998 COCA-COLA CONSOLIDATED, INC. 27SH 34020 34020 COLUMBUS MCKINNON CORP N Y 1611SH 59994 59994 CRANE CO NEW 594SH 90139 90139 CRANE NXT, CO 1050SH 61131 61131 DESCARTES SYS GROUP INC 1144SH 129958 129958 DODGE & COX FDS GLOBAL STK FD 363273.669SH 4980482 4980482 EAGLE MATERIALS INC-A 235SH 57989 57989 ELEMENT SOLUTIONS INC 3239SH 82368 82368 EMCOR GROUP INC 119SH 54014 54014 ENCOMPASS HEALTH CORPORATION COM 594SH 54856 54856 ENPRO, INC 556SH 95882 95882 ENSIGN GROUP INC 639SH 84898 84898 FIDELITY 500 INDEX FD 152743.605SH 17755900 17755900 FIDELITY INTERNATIONAL INDEX FUND 373493.893SH 31188717 31188717 FIDELITY MID CAP INDEX INSTL 268217.546SH 9057706 9057706 FIRST INDL RLTY TR INC 1137SH 56998 56998 FIVE9 INC 814SH 33081 33081 FOX FACTORY HLDG CORP 607SH 18374 18374 GENTEX CORP 1673SH 48065 48065 GILDAN ACTIVEWEAR INC 1590SH 74809 74809 GLACIER BANCORP INC 1366SH 68601 68601 GLOBANT S A COM 334SH 71616 71616 GLOBUS MEDICAL INC 1107SH 91560 91560 GRAPHIC PACKAGING HLDG CO 1438SH 39056 39056 GRIFFON CORP 1027SH 73194 73194 HALOZYME THERAPEUTICS INC 1126SH 53834 53834 HUB GROUP INC 1664SH 74148 74148 INGEVITY CORP 879SH 35819 35819 INSULET CORP 224SH 58480 58480 INTERPARFUMS, INC. 343SH 45108 45108 IRHYTHM TECHNOLOGIES INC 522SH 47069 47069 ITT INC COM 733SH 104731 104731 J & J SNACK FOODS CORP 198SH 30716 30716 KADANT INC 131SH 45194 45194 KBR INC 1235SH 71544 71544 LEMAITRE VASCULAR INC 426SH 39252 39252 LITTELFUSE INC 202SH 47601 47601 MADDEN STEVEN LTD 915SH 38906 38906 MATADOR RES CO 1709SH 96148 96148 MATERION CORP 606SH 59921 59921 MEDPACE HLDGS INC 94SH 31230 31230 MFS BLENDED RESEARCH EMRG MKTS 366821.593SH 5054801 5054801 MODINE MFG CO 363SH 42083 42083 NCINO INC NEW 1154SH 38751 38751 NEW PERSPECTIVE FD INC 86541.51SH 5374228 5374228 ONTO INNOVATION INC 250SH 41668 41668 Q2 HOLDINGS INC 876SH 88169 88169 RBC BEARINGS INC 311SH 93033 93033 REGAL REXNORD CORPORATION 307SH 47625 47625 REPLIGEN CORP COMMON 487SH 70099 70099 REV GROUP INC 2637SH 84041 84041 RUSH ENTERPRISES INC 1594SH 87335 87335 SEACOAST BKG CORP FLA 2473SH 68082 68082 SILGAN HLDGS INC 1762SH 91712 91712 SILICON LABORATORIES INC 322SH 39999 39999 SIMPSON MFG INC 256SH 42452 42452 SOUTH STATE CORP 936SH 93113 93113 SPX TECHNOLOGIES INC 380SH 55298 55298 STAG INDL INC 1709SH 57798 57798 SUMMIT MATLS INC 2085SH 105501 105501 TEXAS ROADHOUSE INC 496SH 89493 89493 TIMKEN CO 475SH 33901 33901 TRANSAMERICA INTL SMALLCAP VALUE 370372.512SH 5200030 5200030 UFP INDUSTRIES INC 426SH 47989 47989 UNITED BANKSHARES INC W VA 1672SH 62784 62784 UNITED COMMUNITY BANKS GA 1970SH 63651 63651 UNIVERSAL DISPLAY CORP 324SH 47369 47369 VALMONT INDUSTRIES INC 292SH 89548 89548 VERACYTE INC 1377SH 54529 54529 VERICEL CORP 787SH 43214 43214 WNS HLDGS LTD 837SH 39665 39665 CDL OFFSHORE FUND (LEVERED) FEEDER LP 2930.32SH FMV 3355257 3355257 IFM GLOBAL INFRASTRUCTURE (OFFSHORE) LP CLASS A 2SH FMV 6277967 6277967 LEGAL FEES 490 0 490 INSURANCE 14321 0 14321 MEMBERSHIPS 2363 0 2363 OFFICE EXPENSES 10766 0 10766 SUBSCRIPTIONS 731 0 731 OTHER INVESTMENT EXPENSES 106688 3143 0 OTHER INVESTMENT INCOME 18877 3657 18877 REFUND 10 10 UNREALIZED GAIN 7944111 EXCISE TAX PAYABLE 66454 8757 INVESTMENT MANAGEMENT FEES 313119 285346 0 FEDERAL EXCISE TAXES 72657 0 0