HALL-PERRINE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HALL-PERRINE FOUNDATION (EIN 42-6057097)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201831349349101963
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T11:13:02-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 3RD AVE SE STE 300 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426057097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALL-PERRINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 3193629079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 3RD STREET SE NO 803 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK B EVANS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3193629079 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 3193632697 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $117,138,578 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,658,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,658,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,016,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,411,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,016,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,674,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,674,181 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $234,280 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $175,710 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $58,570 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,714 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $42,536 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,178 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,756 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,067 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,689 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,640 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $544,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $544,369 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,947 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,093 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,035 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,650 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,014 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $20,713 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,301 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,067 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $908 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $974,345 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $840,195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,291,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,861,161 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,265,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $840,195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,944,842 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,408,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,833,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,441,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,680,398 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,680,398 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $386,215 | AcctRcvblAmt |
| Acct Rcvbl BOY | $378,705 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $386,215 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $386,215 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,186 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,385 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,385 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,014,129 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,242,778 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,242,778 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $54,765,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,244,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,244,880 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,024,385 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,307,626 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,307,626 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,867,217 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,254,012 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,254,012 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $142,649 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $141,365 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,934 | LandBOYAmt |
| Land EOY | $1,284 | LandEOYAmt |
| Land EOYFMV | $1,284 | LandEOYFMVAmt |
| Total Assets BOY | $112,499,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,138,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,138,578 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $29,107 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $33,539 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,546,666 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,977,135 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $8,575,773 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,010,674 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $103,923,423 | UnrestrictedBOYAmt |
| Unrestricted EOY | $113,127,904 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,923,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,127,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,499,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,138,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,923,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,408,206 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,796,275 | OtherIncreasesAmt |
| Subtotal | $113,127,904 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,127,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $30,411,652 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,395,525 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,016,127 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,016,127 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,016,127 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,663,077 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $110,291,628 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051346 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,866,402 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $113,662,736 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051612 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,908,461 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $116,322,396 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050794 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,695,343 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $112,752,936 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050512 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,548,087 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $109,281,767 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050769 | DistributionYr5Rt |
| Total Distribution | 0.255033 | TotalDistributionRt |
| Average Distribution | 0.051007 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $114,794,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,855,326 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48,340 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,903,666 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,944,842 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $48,340 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,340 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,725 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $69,725 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,385 | OverpaymentAmt |
| Applied To ES Tax | $21,385 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HALLPERRINE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK B EVANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3193629079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 3RD STREET SE NO 803 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JACK B EVANS | ||||||||
| 115 3RD STREET SE | CEDAR RAPIDS | IA | 524011222 | PRESIDENT | 30.00 | $145,431 | $40,372 | $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 | $48,477 | $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 |
| DEE L BAIRD | ||||||||
| 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN C NOVAK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 3RD STREET SE | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER/ASSI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,714 | CompensationAmt |
| Employee Benefits | $14,756 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US BANK | |||||
| 1555 N RIVERCENTER DRIVE SUITE 300 | MILWAUKEE | WI | 53212 | INVESTMENT MGMT. FEES | $164,507 |
| BERNSTEIN | |||||
| 225 S 6TH STREET 5000 | MINNEAPOLIS | MN | 55402 | INVESTMENT MGMT. FEES | $138,589 |
| GAMCO INVESTOR'S INC | |||||
| ONE CORPORATE CENTER | RYE | NY | 105801435 | INVESTMENT MGMT. FEES | $119,748 |
| MERRILL LYNCH | |||||
| 1065 SIERRA COURT NE SUITE C | CEDAR RAPIDS | IA | 52402 | INVESTMENT MGMT. FEES | $72,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $116,232,494 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $288,499 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $116,542,692 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $116,542,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,748,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,794,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,739,728 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,739,728 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,340 | TotalTaxAmt |
| Distributable Before Adj | $5,691,388 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,791,388 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,791,388 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,944,842 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,944,842 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48,340 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,896,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,791,388 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $178,673 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $177,950 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $195,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $270,379 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $287,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,110,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,944,842 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,791,388 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $153,454 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,263,669 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $178,673 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,084,996 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $177,950 | ExcessFromYear4Amt |
| Excess From Year3 | $195,313 | ExcessFromYear3Amt |
| Excess From Year2 | $270,379 | ExcessFromYear2Amt |
| Excess From Year1 | $287,900 | ExcessFromYear1Amt |
| Excess From Current Year | $153,454 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JACK B EVANS PRESIDENT CEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 3RD STREET SE 803 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3193629079 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. GRANTS ARE ORDINARILY CONFINED TO NONPROFIT PUBLIC TAX-EXEMPT ORGANIZATIONS LOCATED IN LINN COUNTY, IOWA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRUCEMORE | ||||||
| 2160 LINDEN DRIVE SE | CEDAR RAPIDS | IA | 52403 | PC | PRESERVATION MAINTENANCE ON HISTORIC PROPERTY | $950,000 |
| CEDAR RAPIDS METRO ECONOMIC ALLIANCE FOUNDATION | ||||||
| 501 1ST STREET SE | CEDAR RAPIDS | IA | 52401 | SO I | 2017 ECONOMIC DEVELOPMENT | $40,000 |
| CEDAR RAPIDS OPERA THEATRE | ||||||
| 425 2ND STREET SE 960 | CEDAR RAPIDS | IA | 52401 | PC | CUSTOM PROJECTION SCREEN | $10,630 |
| CHRIST EPISCOPAL CHURCH | ||||||
| 220 4TH STREET SE | CEDAR RAPIDS | IA | 52402 | NC | OPERATIONAL SUPPORT | $1,000 |
| CITY OF CEDAR RAPIDS | ||||||
| 3851 RIVER RIDGE DRIVE NE | CEDAR RAPIDS | IA | 52402 | GOV | CONVENTION COMPLEX | $250,000 |
| COE COLLEGE | ||||||
| 1220 1ST AVENUE NE | CEDAR RAPIDS | IA | 52402 | PC | RENOVATION OF HICKOK HALL AND ATHLETIC COMPLEX | $930,000 |
| CORNELL COLLEGE | ||||||
| 600 1ST STREET SW | MT VERNON | IA | 52314 | PC | SCIENCE FACILITIES | $1,255,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 310 5TH STREET SE | CEDAR RAPIDS | IA | 52401 | NC | OPERATIONAL SUPPORT | $1,000 |
| IOWA COLLEGE FOUNDATION | ||||||
| 505 FIFTH AVENUE SUITE 1034 | DES MOINES | IA | 50309 | PC | OPERATIONAL SUPPORT | $30,000 |
| IOWA STARTUP ACCELERATOR INC | ||||||
| 415 12TH AVENUE SE | CEDAR RAPIDS | IA | 52401 | PC | LEASE SPACE IMPROVEMENTS | $85,000 |
| JONES REGIONAL MEDICAL CENTER FOUNDATION | ||||||
| 1795 HIGHWAY 64 E | ANAMOSA | IA | 52205 | PC | EXPANSION OF JONES REGIONAL MEDICAL | $166,666 |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA | ||||||
| 315 THIRD AVENUE SE | CEDAR RAPIDS | IA | 52401 | PC | OPERATIONAL SUPPORT | $27,000 |
| LINN COUNTY HISTORICAL SOCIETY | ||||||
| 716 OAKLAND ROAD NE 103 | CEDAR RAPIDS | IA | 52402 | PC | REHABILITATION OF DOUGLAS MANSION | $250,000 |
| MONARCH RESEARCH PROJECT | ||||||
| 4970 LAKESIDE ROAD | MARION | IA | 52302 | PC | PRAIRIE SEED | $100,000 |
| NORTHWEST NEIGHBORS NEIGHBORHOOD ASSOCIATION | ||||||
| 1412 ELLIS BOULEVARD NW | CEDAR RAPIDS | IA | 52405 | PC | WEST SIDE RISING SCULPTURE | $42,865 |
| ORCHESTRA IOWA | ||||||
| 119 3RD AVENUE SE | CEDAR RAPIDS | IA | 52401 | PC | OPERATIONAL SUPPORT | $70,000 |
| ST JOHN OF THE CROSS CATHOLIC WORKER HOUSE | ||||||
| 1027 5TH AVENUE SE | CEDAR RAPIDS | IA | 52403 | PC | TRANSITIONAL HOUSING | $50,000 |
| ST PAUL'S UNITED METHODIST CHURCH | ||||||
| 1340 3RD AVENUE SE | CEDAR RAPIDS | IA | 52403 | NC | OPERATIONAL SUPPORT | $1,000 |
| TEMPLE JUDAH | ||||||
| 3221 LINDSAY LANE SE | CEDAR RAPIDS | IA | 52403 | NC | OPERATIONAL SUPPORT | $1,000 |
| UNITED WAY OF EAST CENTRAL IOWA | ||||||
| 1030 FIFTH AVENUE SE 100 | CEDAR RAPIDS | IA | 52403 | PC | ANNUAL CAMPAIGN | $600,000 |
| WILLIS DADY SHELTER HOUSE | ||||||
| 1247 4TH AVENUE SE | CEDAR RAPIDS | IA | 52403 | PC | BUILDING RENOVATION AND EXPANSION | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,861,161 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINN COUNTY HISTORICAL SOCIETY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 OAKLAND ROAD NE 103 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | REHABILITATION OF DOUGLAS MANSION | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,658,004 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,016,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,674,181 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,674,181 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,640 | Amt |
| Net Investment Income | $13,640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $25,307,626 | EOYBookValueAmt |
| EOYFMV | $25,307,626 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE EQUITY SECURITIES | StockNm |
| EOY Book Value | $62,244,880 | EOYBookValueAmt |
| EOYFMV | $62,244,880 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,242,778 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,242,778 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $18,254,012 | BookValueAmt |
| EOYFMV | $18,254,012 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $86,184 | $86,184 | $0 | |
| OFFICE EQUIPMENT | $56,465 | $55,181 | $1,284 | $1,284 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $6,690 | $6,222 | $468 |
| PRINTING | $341 | $317 | $24 |
| OFFICE EXPENSES | $5,944 | $5,528 | $416 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $5,796,275 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $544,369 | Amt |
| Net Investment Income | $544,369 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $48,340 | $0 | $0 |
| PAYROLL TAXES | $18,058 | $13,544 | $4,035 |
| OTHER TAXES | $6,549 | $6,549 | $0 |
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