2018-05-14T11:13:02-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990PF 2017-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 115 3RD STREET SE NO 803 CEDAR RAPIDS IA 524011222 JACK B EVANS PRESIDENT 3193629079 2018-05-11 1 CONNIE M LIRA P00481097 3193632697 2017 2022-09-23 18:48:47Z X 117138578 X X 50 50 2658004 2658004 3016127 30411652 3016127 5674181 5674181 234280 175710 58570 56714 42536 14178 14756 11067 3689 13640 13640 0 544369 544369 0 72947 20093 4035 1650 0 23014 20713 2301 12975 12067 908 974345 840195 83681 1291630 5861161 2265975 840195 5944842 3408206 4833986 5441484 1680398 1680398 386215 378705 386215 386215 5186 21385 21385 9014129 9242778 9242778 54765156 62244880 62244880 25024385 25307626 25307626 17867217 18254012 18254012 142649 141365 2934 1284 1284 112499196 117138578 117138578 29107 33539 8546666 3977135 8575773 4010674 X 103923423 113127904 103923423 113127904 112499196 117138578 103923423 3408206 5796275 113127904 0 113127904 PUBLICLY TRADED SECURITIES 30411652 27395525 3016127 3016127 3016127 0 5663077 110291628 0.051346 5866402 113662736 0.051612 5908461 116322396 0.050794 5695343 112752936 0.050512 5548087 109281767 0.050769 0.255033 0.051007 114794552 5855326 48340 5903666 5944842 X 48340 0 48340 0 48340 69725 0 0 69725 X 0 21385 21385 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 JACK B EVANS 115 3RD STREET SE CEDAR RAPIDS IA 524011222 PRESIDENT 30.00 145431 40372 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 48477 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 KRISTIN C NOVAK 115 3RD STREET SE CEDAR RAPIDS IA 52401 PROGRAM OFFICER/ASSI 40.00 56714 14756 0 0 US BANK 1555 N RIVERCENTER DRIVE SUITE 300 MILWAUKEE WI 53212 INVESTMENT MGMT. FEES 164507 BERNSTEIN 225 S 6TH STREET 5000 MINNEAPOLIS MN 55402 INVESTMENT MGMT. FEES 138589 GAMCO INVESTOR'S INC ONE CORPORATE CENTER RYE NY 105801435 INVESTMENT MGMT. FEES 119748 MERRILL LYNCH 1065 SIERRA COURT NE SUITE C CEDAR RAPIDS IA 52402 INVESTMENT MGMT. FEES 72768 0 0 116232494 21699 288499 116542692 0 0 116542692 1748140 114794552 5739728 5739728 48340 48340 5691388 100000 5791388 0 5791388 5944842 0 5944842 48340 5896502 5791388 0 0 178673 177950 195313 270379 287900 1110215 5944842 0 0 0 5791388 153454 0 0 1263669 0 0 0 0 0 0 178673 1084996 177950 195313 270379 287900 153454 JACK B EVANS PRESIDENT CEO 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. BRUCEMORE 2160 LINDEN DRIVE SE CEDAR RAPIDS IA 52403 PC PRESERVATION MAINTENANCE ON HISTORIC PROPERTY 950000 CEDAR RAPIDS METRO ECONOMIC ALLIANCE FOUNDATION 501 1ST STREET SE CEDAR RAPIDS IA 52401 SO I 2017 ECONOMIC DEVELOPMENT 40000 CEDAR RAPIDS OPERA THEATRE 425 2ND STREET SE 960 CEDAR RAPIDS IA 52401 PC CUSTOM PROJECTION SCREEN 10630 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 COE COLLEGE 1220 1ST AVENUE NE CEDAR RAPIDS IA 52402 PC RENOVATION OF HICKOK HALL AND ATHLETIC COMPLEX 930000 CORNELL COLLEGE 600 1ST STREET SW MT VERNON IA 52314 PC SCIENCE FACILITIES 1255000 FIRST PRESBYTERIAN CHURCH 310 5TH STREET SE CEDAR RAPIDS IA 52401 NC OPERATIONAL SUPPORT 1000 IOWA COLLEGE FOUNDATION 505 FIFTH AVENUE SUITE 1034 DES MOINES IA 50309 PC OPERATIONAL SUPPORT 30000 IOWA STARTUP ACCELERATOR INC 415 12TH AVENUE SE CEDAR RAPIDS IA 52401 PC LEASE SPACE IMPROVEMENTS 85000 JONES REGIONAL MEDICAL CENTER FOUNDATION 1795 HIGHWAY 64 E ANAMOSA IA 52205 PC EXPANSION OF JONES REGIONAL MEDICAL 166666 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 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 42865 ORCHESTRA IOWA 119 3RD AVENUE SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 70000 ST JOHN OF THE CROSS CATHOLIC WORKER HOUSE 1027 5TH AVENUE SE CEDAR RAPIDS IA 52403 PC TRANSITIONAL HOUSING 50000 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 WILLIS DADY SHELTER HOUSE 1247 4TH AVENUE SE CEDAR RAPIDS IA 52403 PC BUILDING RENOVATION AND EXPANSION 1000000 5861161 LINN COUNTY HISTORICAL SOCIETY 716 OAKLAND ROAD NE 103 CEDAR RAPIDS IA 52402 PC REHABILITATION OF DOUGLAS MANSION 250000 250000 14 50 14 2658004 18 3016127 0 5674181 0 5674181 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13640 13640 0 CORPORATE BONDS 25307626 25307626 MARKETABLE EQUITY SECURITIES 62244880 62244880 9242778 9242778 0 0 MUTUAL FUNDS FMV 18254012 18254012 LEASEHOLD IMPROVEMENTS 86184 86184 0 OFFICE EQUIPMENT 56465 55181 1284 1284 INSURANCE 6690 6222 468 PRINTING 341 317 24 OFFICE EXPENSES 5944 5528 416 UNREALIZED GAIN 5796275 MANAGEMENT FEES 544369 544369 0 FEDERAL EXCISE TAXES 48340 0 0 PAYROLL TAXES 18058 13544 4035 OTHER TAXES 6549 6549 0