2019-05-13T13:05:54-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990PF 2018-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 115 3RD STREET SE NO 803 CEDAR RAPIDS IA 524011222 ECHO M BATSON EXECUTIVE DIRECTOR 3193629079 2019-05-10 1 DAVID LITTLE P01480921 3193632697 67.137.57.251 2019-05-10 10:56:05 CD P DB638E471739F1D4B23C74843775E8025F07CF1B 9843ADBE98ED08C8C9794A3C6C65F2E93A055AF8 2018 2019-02-21 02:37:17Z X 105165306 X X 55 55 2963524 2963524 2887493 44805177 2887493 5851072 5851072 251810 188858 62952 64959 48719 16240 5685 4264 1421 504 0 504 10050 10050 0 542913 542913 0 76300 21679 4300 1284 0 23489 21140 2349 43556 39786 3770 1020550 877409 91536 3477325 5959460 4497875 877409 6050996 1353197 4973663 3671226 4253277 4253277 303638 386215 303638 303638 21385 7903 7903 9242778 0 0 60254052 51756188 51756188 25307626 33304217 33304217 18254012 15540083 15540083 142649 142649 1284 0 0 117138578 105165306 105165306 33539 25707 3977135 1495000 4010674 1520707 X 113127904 103644599 113127904 103644599 117138578 105165306 113127904 1353197 0 114481101 10836502 103644599 PUBLICLY TRADED SECURITIES 44805177 41917684 2887493 2887493 2887493 0 5896502 114794552 0.051366 5663077 110291628 0.051346 5866402 113662736 0.051612 5908461 116322396 0.050794 5695343 112752936 0.050512 0.255630 0.051126 114727382 5865552 49737 5915289 6050996 X 49737 0 49737 0 49737 57640 0 0 57640 X 0 7903 7903 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 WWW.HALLPERRINE.ORG ECHO M BATSON 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 ECHO M BATSON 115 3RD STREET SE CEDAR RAPIDS IA 524011222 EXECUTIVE DIRECTOR 30.00 10000 0 0 JACK B EVANS 115 3RD STREET SE CEDAR RAPIDS IA 524011222 PRESIDENT 30.00 168463 28910 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/EXECUTIVE VP 10.00 44437 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 CARLEEN M GRANDON 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR EMERITUS 1.00 0 0 0 ALEX A MEYER 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR EMERITUS 1.00 0 0 0 KRISTIN C NOVAK 115 3RD STREET SE CEDAR RAPIDS IA 52401 PROGRAM OFFICER/ASSI 40.00 64959 5753 0 0 BERNSTEIN 225 S 6TH STREET 5000 MINNEAPOLIS MN 55402 INVESTMENT MGMT. FEES 147474 GAMCO INVESTOR'S INC ONE CORPORATE CENTER RYE NY 105801435 INVESTMENT MGMT. FEES 136018 US BANK 1555 N RIVERCENTER DRIVE SUITE 300 MILWAUKEE WI 53212 INVESTMENT MGMT. FEES 114300 MERRILL LYNCH 1065 SIERRA COURT NE SUITE C CEDAR RAPIDS IA 52402 INVESTMENT MGMT. FEES 78581 TD AMERITRADE 200 S 108TH AVENUE OMAHA NE 68154 INVESTMENT MGMT. FEES 55155 0 0 109438929 6731933 303638 116474500 0 0 116474500 1747118 114727382 5736369 5736369 49737 114 49851 5686518 0 5686518 0 5686518 6050996 0 6050996 49737 6001259 5686518 0 0 177950 195313 270379 287900 153454 1084996 6050996 0 0 0 5686518 364478 0 0 1449474 0 0 0 0 0 0 177950 1271524 195313 270379 287900 153454 364478 ECHO M BATSON 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 FOR 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. AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 PC EMERGENCY RESPONSE VEHICLE 40000 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 CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 GOV LADD LIBRARY 99680 CITY OF HIAWATHA 101 EMMONS STREET HIAWATHA IA 52233 GOV LIBRARY EXPANSION 400000 COE COLLEGE 1220 1ST AVENUE NE CEDAR RAPIDS IA 52402 PC RENOVATION OF HICKOK HALL AND ATHLETIC COMPLEX 400000 CORNELL COLLEGE 600 1ST STREET SW MT VERNON IA 52314 PC SCIENCE FACILITIES 1950000 FIRST PRESBYTERIAN CHURCH 310 5TH STREET SE CEDAR RAPIDS IA 52401 NC OPERATIONAL SUPPORT 1000 HAWKEYE AREA COMMUNITY ACTION PROGRAM INC 1515 HAWKEYE DRIVE HIAWATHA IA 52233 PC RENOVATION OF COOLERS/FREEZERS 65000 HIS HANDS FREE CLINIC 400 12TH STREET SE CEDAR RAPIDS IA 52403 PC RENOVATIONS AT THE CLINIC 25612 JUNIOR ACHIEVEMENT OF EASTERN IOWA 315 THIRD AVENUE SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 27000 LINN COUNTY HISTORICAL SOCIETY 716 OAKLAND ROAD NE 103 CEDAR RAPIDS IA 52402 PC REHABILITATION OF DOUGLAS MANSION 250000 LINN COUNTY TRAILS ASSOCIATION PO BOX 2681 CEDAR RAPIDS IA 52406 PC TWO TRAILS 50000 MONARCH RESEARCH PROJECT 4970 LAKESIDE ROAD MARION IA 52302 PC PRAIRIE SEED 100000 NORTHWEST NEIGHBORS NEIGHBORHOOD ASSOCIATION 1412 ELLIS BOULEVARD NW CEDAR RAPIDS IA 52405 PC WEST SIDE RISING SCULPTURE 23168 ORCHESTRA IOWA 119 3RD AVENUE SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 75000 PROSPECT MEADOWS 1890 COUNTY HOME ROAD MARION IA 52302 PC BALL FIELD COMPLEX 1500000 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 $600,000 AND IN HONOR OF D. MORF $100,000 700000 5959460 CITY OF MOUNT VERNON 213 1ST STREET W MOUNT VERNON IA 52314 GOV WELLNESS CENTER 500000 500000 14 55 14 2963524 18 2887493 0 5851072 0 5851072 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10050 10050 0 CORPORATE BONDS 33304217 33304217 MARKETABLE EQUITY SECURITIES 51756188 51756188 MUTUAL FUNDS FMV 15540083 15540083 LEASEHOLD IMPROVEMENTS 86184 86184 0 OFFICE EQUIPMENT 56465 56465 0 LEGAL FEES 504 0 504 UNREALIZED LOSS 10836502 INSURANCE 11197 10413 784 SUBSCRIPTIONS 1916 1782 134 OFFICE EXPENSES 29668 27591 2077 MEMBERSHIPS 775 0 775 MANAGEMENT FEES 542913 542913 0 FEDERAL EXCISE TAXES 49737 0 0 PAYROLL TAXES 19537 14653 4300 OTHER TAXES 7026 7026 0