2020-04-29T08:29:45-05:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990PF 2019-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 115 3RD STREET SE NO 803 CEDAR RAPIDS IA 524011222 JACK B EVANS CHAIR 3193629079 2020-04-09 1 DAVID LITTLE P01480921 3193632697 2020-04-09 2019 2022-09-23 18:48:47Z X 117598079 X X 144 144 2939742 2939742 2752871 29719581 2752871 5692757 5692757 159882 127628 32254 83087 62315 20772 13707 11485 2222 3809 0 3809 24668 24668 0 515880 515880 0 72981 19501 5789 24846 22361 2485 36174 33621 2553 935034 817459 69884 9764999 5830000 10700033 817459 5899884 -5007276 4875298 4253277 4248870 4248870 426061 303638 426061 426061 7903 6187 6187 51756188 75241492 75241492 33304217 21794643 21794643 15540083 15880826 15880826 142649 142649 105165306 117598079 117598079 25707 22244 1495000 5430000 1520707 5452244 X 103644599 112145835 103644599 112145835 105165306 117598079 103644599 -5007276 13508512 112145835 0 112145835 PUBLICLY TRADED SECURITIES 29719581 26966710 2752871 2752871 2752871 0 6001259 114727382 0.052309 5896502 114794552 0.051366 5663077 110291628 0.051346 5866402 113662736 0.051612 5908461 116322396 0.050794 0.257427 0.051485 113562587 5846770 48753 5895523 5899884 X 48753 0 48753 0 48753 54940 0 0 54940 X 0 6187 6187 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 WWW.HALLPERRINE.ORG JACK B EVANS 3193629079 115 3RD STREET SE NO 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 JACK B EVANS 115 3RD STREET SE CEDAR RAPIDS IA 524011222 CHAIR 10.00 30866 4820 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 DENNIS L BOATMAN 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR 1.00 0 0 0 ERNEST J BURESH 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 SCHULZ 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR 1.00 0 0 0 ECHO M BATSON 115 3RD STREET SE CEDAR RAPIDS IA 524011222 EXECUTIVE DIRECTOR-LEFT NOV 2019 30.00 129016 6296 0 KRISTIN C NOVAK 115 3RD STREET SE CEDAR RAPIDS IA 52401 PROGRAM OFFICER/ASSI 40.00 83087 2591 0 0 BERNSTEIN 225 S 6TH STREET 5000 MINNEAPOLIS MN 55402 INVESTMENT MGMT. FEES 122980 GAMCO INVESTOR'S INC ONE CORPORATE CENTER RYE NY 105801435 INVESTMENT MGMT. FEES 120403 US BANK 1555 N RIVERCENTER DRIVE SUITE 300 MILWAUKEE WI 53212 INVESTMENT MGMT. FEES 96462 MERRILL LYNCH 1065 SIERRA COURT NE SUITE C CEDAR RAPIDS IA 52402 INVESTMENT MGMT. FEES 80225 TD AMERITRADE 200 S 108TH AVENUE OMAHA NE 68154 INVESTMENT MGMT. FEES 52555 0 0 110076036 4883706 332224 115291966 0 0 115291966 1729379 113562587 5678129 5678129 48753 48753 5629376 0 5629376 0 5629376 5899884 0 5899884 48753 5851131 5629376 0 0 195313 270379 287900 153454 364478 1271524 5899884 0 0 0 5629376 270508 0 0 1542032 0 0 0 0 0 0 195313 1346719 270379 287900 153454 364478 270508 JACK B EVANS CHAIR 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 3000 J STREET CEDAR RAPIDS IA 52404 PC WILLINGTON HEIGHTS REHAB 15HM 50000 AMANA HERITAGE SOCIETY 705 44TH AVE AMANA IA 52203 PC REUDY HOME MUSEUM 40000 BRUCEMORE 2160 LINDEN DR SE CEDAR RAPIDS IA 52404 PC CAPITAL PRESERVATION 1820000 CATHERINE MCAULEY CENTER 866 4TH AVE SE CEDAR RAPIDS IA 52403 PC RENOVATION OF NEW BUILDING 1250000 CEDAR RAPIDS SYMPHONYORCHERSTRA IOWA 119 3RD AVE SE CEDAR RAPIDS IA 52401 PC OPERATING ANNUAL INCOME 75000 CHRIST EPISCOPAL CHURCH 220 4TH STREET SE CEDAR RAPIDS IA 52402 NC OPERATIONAL SUPPORT 1000 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 GOV CONVENTION COMPLEX 250000 CITY OF MOUNT VERNON 213 1ST STREET W MOUNT VERNON IA 52314 GOV WELLNESS CENTER 500000 CLEVELAND ARA NEIGHBORHOOD ASSOCIATION 1500 1ST AVE NW CEDAR RAPIDS IA 52405 PC EQUIPMENT AND INSTALLATION 50000 CORNELL COLLEGE 600 1ST STREET SW MT VERNON IA 52314 PC SCIENCE FACILITIES 395000 FIRST PRESBYTERIAN CHURCH 310 5TH STREET SE CEDAR RAPIDS IA 52401 NC OPERATIONAL SUPPORT 1000 FRIENDS OF THE LINN COUNTY CONSERVATION BOARD 10260 MORRIS HILLS RD 9604 TODDVILLE IA 52341 PC MORGAN CREEK PARK PHASE 1 300000 INDIAN CREEK NATURE CENTER 5300 OTIS RD SE CEDAR RAPIDS IA 52403 PC INDIAN CREEK EXHIBIT 128000 JUNIOR ACHIEVEMENT OF EASTERN IOWA 315 THIRD AVENUE SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 28000 METH WICK 1224 13TH ST NW CEDAR RAPIDS IA 52405 PC THE WOODLANDS: 4 ADDITIONAL ROOMS 190000 MONARCH RESEARCH PROJECT 4970 LAKESIDE ROAD MARION IA 52302 PC PRAIRIE SEED 100000 ST PAUL'S UNITED METHODIST CHURCH 1340 3RD AVENUE SE CEDAR RAPIDS IA 52403 NC OPERATIONAL SUPPORT 1000 TEMPLE JUDAH 3221 LINDSAY LANE SE CEDAR RAPIDS IA 52403 NC OPERATIONAL SUPPORT 1000 UNITED WAY OF EAST CENTRAL IOWA 1030 FIFTH AVENUE SE 100 CEDAR RAPIDS IA 52403 PC ANNUAL CAMPAIGN 600000 UNIVERSITY OF IOWA 107 CALVIN HALL IOWA CITY IA 52242 PC TIPPIE SCHOOL OF BUSINESS 50000 5830000 BRUCEMORE 2160 LINDEN DR SE CEDAR RAPIDS IA 52404 PC CAPITAL PRESERVATION 3180000 YOUNG MENS CHRISTIAN ASSOCIATION OF THE CEDAR RAPIDS METROPOLITAN AREA 207 SEVENTH AVENUE SE CEDAR RAPIDS IA 52401 PC NEW BUILDING IN MARION, IOWA 2000000 5180000 14 144 14 2939742 18 2752871 0 5692757 0 5692757 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 24668 24668 0 CORPORATE BONDS 21794643 21794643 MARKETABLE EQUITY SECURITIES 75241492 75241492 MUTUAL FUNDS FMV 15880826 15880826 LEGAL FEES 3809 0 3809 INSURANCE 21547 20739 808 SUBSCRIPTIONS 240 223 17 OFFICE EXPENSES 13612 12659 953 MEMBERSHIPS 775 0 775 UNREALIZED GAIN 13508512 MANAGEMENT FEES 515880 515880 0 FEDERAL EXCISE TAXES 48753 0 0 PAYROLL TAXES 18908 14181 5789 OTHER TAXES 5320 5320 0