2017-04-26T13:59:26-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990PF 2016-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 115 3RD STREET SE NO 803 CEDAR RAPIDS IA 524011222 JACK B EVANS PRESIDENT 3193629079 2017-04-19 1 CONNIE M LIRA P00481097 3193632697 67.137.57.251 2017-04-19 11:11:41 CD P 81FF5BF34CBA6F4D9B1398674A1DA3B48C71A947 3CC01FDBBBF5F1C37350B9F08E0FA4664EF72C75 2016 2021-01-29 14:40:06Z X 112499196 X X 65 65 2983545 2983545 4902748 84178648 4902748 7886358 7886358 309026 231770 77256 56129 42097 14032 17949 13462 4487 13025 13025 0 550322 550322 0 96049 22003 4344 1651 0 22635 20372 2263 24881 23140 1741 1091667 916191 104123 8031209 5628656 9122876 916191 5732779 -1236518 6970167 1889808 5441484 5441484 383891 434375 383891 383891 9322399 9014129 9014129 51489953 54765156 54765156 28575052 25024385 25024385 16305099 17867217 17867217 142649 139715 2324 2934 2934 108019010 112499196 112499196 37036 29107 6144113 8546666 6181149 8575773 X 101837861 103923423 101837861 103923423 108019010 112499196 101837861 -1236518 3322080 103923423 0 103923423 PUBLICLY TRADED SECURITIES 84142260 79275900 4866360 4866360 CAPITAL GAINS DIVIDENDS P 36388 36388 36388 4902748 0 5866402 113662736 0.051612 5908461 116322396 0.050794 5695343 112752936 0.050512 5548087 109281767 0.050769 5645207 110841982 0.050930 0.254617 0.050923 110291628 5616381 69702 5686083 5732779 X 69702 0 69702 0 69702 74888 74888 5186 5186 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 141885 119846 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 47295 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 TODD M BERGEN 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 28.00 56129 17949 0 0 GAMCO INVESTOR'S INC ONE CORPORATE CENTER RYE NY 105801435 INVESTMENT MGMT. FEES 184790 US BANK 1555 N RIVERCENTER DRIVE SUITE 300 MILWAUKEE WI 53212 INVESTMENT MGMT. FEES 134980 BERNSTEIN 225 S 6TH STREET 5000 MINNEAPOLIS MN 55402 INVESTMENT MGMT. FEES 116166 MERRILL LYNCH 1065 SIERRA COURT NE SUITE C CEDAR RAPIDS IA 52402 INVESTMENT MGMT. FEES 64189 0 0 111574860 12445 383891 111971196 0 0 111971196 1679568 110291628 5514581 5514581 69702 69702 5444879 0 5444879 0 5444879 5732779 0 5732779 69702 5663077 5444879 0 0 219382 178673 177950 195313 270379 1041697 5732779 0 0 0 5444879 287900 0 0 1329597 0 0 0 0 0 0 219382 1110215 178673 177950 195313 270379 287900 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. AFRICAN AMERICAN MUSEUM AND LIBRARY 55 12TH AVE SE CEDAR RAPIDS IA 52401 PC BUILDING IMPROVEMENTS 34500 BRUCEMORE 2160 LINDEN DR SE CEDAR RAPIDS IA 52403 PC PRESERVATION MAINTENANCE ON HISTORIC PROPERTY 850000 CEDAR RAPIDS METRO ECONOMIC ALLIANCE FOUNDATION 501 1ST ST SE CEDAR RAPIDS IA 52401 SO I PRIORITIES 2015 40000 CEDAR RAPIDS OPERA THEATRE 425 2ND ST SE 960 CEDAR RAPIDS IA 52401 PC OPERATING SUPPORT 70000 CHRIST EPISCOPAL CHURCH 220 4TH ST 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, BAND COMMISSION 300000 COE COLLEGE 1220 1ST AVE NE CEDAR RAPIDS IA 52402 PC RENOVATION HICKOK & ATHLETICS 1402905 EASTERN IOWA HEALTH CENTER PO BOX 2205 CEDAR RAPIDS IA 52406 PC EXPANSION/RENOVATION OF DENTAL FACILITIES 210000 FIRST PRESBYTERIAN CHURCH 310 5TH ST SE CEDAR RAPIDS IA 52401 NC OPERATIONAL SUPPORT 1000 FIVE SEASONS SENIOR HOUSING 1225 42ND ST SE CEDAR RAPIDS IA 52403 PC MAGNETIC FIRE DOOR HOLDERS 5709 GREATER CEDAR RAPIDS COMMUNITY FOUNDATION 324 3RD ST SE CEDAR RAPIDS IA 52401 PC FLOOD RECOVERY - NONPROFITS 25000 IOWA COLLEGE FOUNDATION 505 FIFTH AVE STE 1034 DES MOINES IA 50309 PC OPERATIONAL SUPPORT 30000 IOWA STARTUP ACCELERATOR INC 415 12TH AVE SE CEDAR RAPIDS IA 52401 PC LEASE SPACE IMPROVEMENTS 30000 JONES REGIONAL MEDICAL CENTER FOUNDATION 1795 HWY 64 E ANAMOSA IA 52205 PC EXPANSION OF HOSPITAL 166667 JUNIOR ACHIEVEMENT OF EASTERN IOWA 315 THIRD AVENUE SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 27000 LEGION ARTS 1103 3RD ST SE CEDAR RAPIDS IA 52401 PC CAMPUS COMPLETION - CSPS HALL 6875 MARION CHAMBER OF COMMERCE 1225 6TH AVE MARION IA 52302 PC IMAGINART IN THE ALLEYS 25000 METH-WICK 1224 13TH ST NW CEDAR RAPIDS IA 52405 PC BUILDING RENOVATION - THE WOODLANDS 531000 MOUNT MERCY UNIVERSITY 1330 ELMHURST DRIVE NE CEDAR RAPIDS IA 52402 PC ATHLETIC COMPLEX 300000 NEWBO CITY MARKET 1100 3RD ST SE CEDAR RAPIDS IA 52401 PC AMPHITHEATER AND OUTDOOR IMPROVEMENTS 45000 ST PAUL'S UNITED METHODIST CHURCH 1340 3RD AVE SE CEDAR RAPIDS IA 52403 NC OPERATIONAL SUPPORT 1000 TANAGER PLACE 2309 C ST SW CEDAR RAPIDS IA 52404 PC BUILDING RENOVATION 725000 TEMPLE JUDAH 3221 LINDSAY LN SE CEDAR RAPIDS IA 52403 NC OPERATIONAL SUPPORT 1000 THE NATURE CONSERVANCY 505 5TH AVE STE 930 DES MOINES IA 50309 PC WETLANDS 50000 UNITED WAY OF EAST CENTRAL IOWA 1030 FIFTH AVE SE 100 CEDAR RAPIDS IA 52403 PC 2015 CAMPAIGN 600000 VARIETY - THE CHILDREN'S CHARITY 809 N COMPTON DR HIAWATHA IA 52233 PC PLAYGROUND NOELRIDGE PARK 150000 5628656 BRUCEMORE 2160 LINDEN DR SE CEDAR RAPIDS IA 52403 PC PRESERVATION MAINTENANCE ON HISTORIC PROPERTY 950000 CEDAR RAPIDS METRO ECONOMIC ALLIANCE FOUNDATION 501 1ST ST SE CEDAR RAPIDS IA 52401 SO I PRIORITIES 2015 40000 CORNELL COLLEGE 600 1ST ST SW MT VERNON IA 52314 PC SCIENCE FACILITIES 3600000 IOWA STARTUP ACCELERATOR INC 415 12TH AVE SE CEDAR RAPIDS IA 52401 PC LEASE SPACE IMPROVEMENTS 85000 MONARCH RESEARCH PROJECT 4970 LAKESIDE RD MARION IA 52302 PC PRAIRIE SEED 300000 NORTHWEST NEIGHBORS NEIGHBORHOOD ASSOCIATION 1412 ELLIS BLVD NW CEDAR RAPIDS IA 52405 PC WEST SIDE RISING SCULPTURE 75000 WILLIS DADY SHELTER HOUSE 1247 4TH AVE SE CEDAR RAPIDS IA 52403 PC BUILDING RENOVATION AND EXPANSION 1000000 6050000 14 65 14 2983545 18 4902748 0 7886358 0 7886358 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13025 13025 0 CORPORATE BONDS 25024385 25024385 MARKETABLE EQUITY SECURITIES 54765156 54765156 9014129 9014129 0 0 MUTUAL FUNDS FMV 17767217 17767217 PROGRAM RELATED INVESTMENT AT COST 100000 100000 LEASEHOLD IMPROVEMENTS 86184 86184 0 OFFICE EQUIPMENT 56465 53531 2934 2934 INSURANCE 16017 14896 1121 PRINTING 1298 1207 91 MEMBERSHIPS 350 326 24 OFFICE EXPENSES 7216 6711 505 UNREALIZED GAIN 3322080 MANAGEMENT FEES 550322 550322 0 FEDERAL EXCISE TAXES 69702 0 0 PAYROLL TAXES 17378 13034 4344 OTHER TAXES 8969 8969 0