2016-04-14T17:31:57-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990PF 2015-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 115 3RD STREET SE NO 803 CEDAR RAPIDS IA 524011222 JACK B EVANS PRESIDENT 3193629079 2016-04-06 1 DAVID LITTLE P01480921 3193632697 2015 2016-09-27 15:27:22Z X 108019010 X X 39 39 3017764 3017764 2149574 41459488 2149574 5167377 5167377 231468 173601 57867 55331 41498 13833 12048 9036 3012 23310 23310 0 67908 20434 3918 1199 0 22648 20383 2265 524806 523410 1397 938718 811672 82292 4413280 5827667 5351998 811672 5909959 -184621 4355705 23528 2336125 1889808 1889808 434375 593814 434375 434375 9071822 9322399 9322399 56909735 51489953 51489953 29371075 28575052 28575052 17627595 16305099 16305099 140389 138065 3523 2324 2324 115937217 108019010 108019010 31084 37036 7558500 6144113 7589584 6181149 X 108347633 101837861 108347633 101837861 115937217 108019010 108347633 -184621 0 108163012 6325151 101837861 PUBLICLY TRADED SECURITIES 41459488 39309914 2149574 2149574 2149574 0 5908461 116322396 0.050794 5695343 112752936 0.050512 5548087 109281767 0.050769 5645207 110841982 0.050930 5404667 106450068 0.050772 0.253777 0.050755 113662736 5768952 43557 5812509 5909959 X 43557 0 43557 0 43557 51520 51520 7963 7963 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A 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 40.00 170723 44980 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 15765 0 0 CARLEEN M GRANDON 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR 1.00 0 0 0 KATHY E ENO 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR 1.00 0 0 0 ALEX A MEYER 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 KRISTIN C NOVAK 115 3RD STREET SE CEDAR RAPIDS IA 52401 PROGRAM OFFICER/ASSI 28.00 55331 12048 0 0 GAMCO INVESTOR'S INC ONE CORPORATE CENTER RYE NY 105801435 INVESTMENT MGMT. FEES 139715 US BANK 1555 N RIVERCENTER DRIVE SUITE 300 MILWAUKEE WI 53212 INVESTMENT MGMT. FEES 134241 BERNSTEIN 225 S 6TH STREET 5000 MINNEAPOLIS MN 55402 INVESTMENT MGMT. FEES 96422 MERRILL LYNCH 1065 SIERRA COURT NE SUITE C CEDAR RAPIDS IA 52402 INVESTMENT MGMT. FEES 65896 0 0 114945618 13648 434375 115393641 0 0 115393641 1730905 113662736 5683137 5683137 43557 43557 5639580 0 5639580 0 5639580 5909959 0 5909959 43557 5866402 5639580 0 0 192992 219382 178673 177950 195313 964310 5909959 0 0 0 5639580 270379 0 0 1234689 0 0 0 0 0 0 192992 1041697 219382 178673 177950 195313 270379 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. CEDAR RAPIDS METRO ECONOMIC ALLIANCE FOUNDATION 501 1ST ST SE CEDAR RAPIDS IA 52401 N/A SO I PRIORITIES 2015 40000 CEDAR RAPIDS OPERA THEATRE 1120 2ND AVE SE CEDAR RAPIDS IA 52403 N/A PC CREATION OF SETS - SEASON 2014-2015 25000 CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION 2600 EDGEWOOD RD SW SUITE 330 CEDAR RAPIDS IA 52404 N/A GOV NEW LIBRARY 600000 CENTER POINT LIBRARY 720 MAIN STREET CENTER POINT IA 52213 N/A PC ADDITION TO EXISTING LIBRARY 150000 CHRIST EPISCOPAL CHURCH 220 4TH ST SE CEDAR RAPIDS IA 52402 N/A RELIGIOUS ENTITY OPERATIONAL SUPPORT 1000 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOV CONVENTION COMPLEX 250000 COE COLLEGE 1220 1ST AVE NE CEDAR RAPIDS IA 52402 N/A PC RENOVATION HICKOK & ATHLETICS 267095 COUNCIL ON FOUNDATIONS PO BOX 75661 BALTIMORE MD 21275 N/A PC ANNUAL GRANT 12280 FIRST PRESBYTERIAN CHURCH 310 5TH ST SE CEDAR RAPIDS IA 52401 N/A RELIGIOUS ENTITY OPERATIONAL SUPPORT 1000 INDIAN CREEK NATURE CENTER 6665 OTIS RD SE CEDAR RAPIDS IA 52403 N/A PC NEW BUILDING 500000 IOWA COLLEGE FOUNDATION 505 5TH AVENUE SUITE 1034 DES MOINES IA 50309 N/A PC OPERATIONAL SUPPORT 30000 JONES REGIONAL MEDICAL CENTER FOUNDATION 1795 HWY 64 E ANAMOSA IA 52205 N/A PC EXPANSION OF HOSPITAL 166667 JUNIOR ACHIEVEMENT OF EASTERN IOWA 315 THIRD AVENUE SE CEDAR RAPIDS IA 52401 N/A PC OPERATIONAL SUPPORT 27000 LEGION ARTS 1103 3RD ST SE CEDAR RAPIDS IA 52401 N/A PC CAMPUS COMPLETION - CSPS HALL 18125 LINN COUNTY TRAILS ASSOCIATION PO BOX 2681 CEDAR RAPIDS IA 52406 N/A PC EXTENSION OF CVNT 30000 MATTHEW 25 201 3RD AVE SW CEDAR RAPIDS IA 52404 N/A PC BUILDING RENOVATION & URBAN GARDEN 187500 METH-WICK 1224 13TH ST NW CEDAR RAPIDS IA 52405 N/A PC BUILDING RENOVATION - THE WOODLANDS 775000 MOUNT MERCY UNIVERSITY 1330 ELMHURST DRIVE NE CEDAR RAPIDS IA 52402 N/A PC ATHLETIC COMPLEX 1300000 ORCHESTRA IOWA (CRSO) 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 N/A PC OPERATIONAL SUPPORT 70000 ST PAUL'S UNITED METHODIST CHURCH 1340 3RD AVE SE CEDAR RAPIDS IA 52403 N/A RELIGIOUS ENTITY OPERATIONAL SUPPORT 1000 TANAGER PLACE 2309 C ST SW CEDAR RAPIDS IA 52404 N/A PC BUILDING RENOVATION 775000 TEMPLE JUDAH 3221 LINDSAY LN SE CEDAR RAPIDS IA 52403 N/A RELIGIOUS ENTITY OPERATIONAL SUPPORT 1000 UNITED WAY OF EAST CENTRAL IOWA 1030 FIFTH AVE SE 100 CEDAR RAPIDS IA 52403 N/A PC CENTENNIAL YEAR RECOGNITION, 2015 CAMPAIGN 600000 5827667 CEDAR RAPIDS METRO ECONOMIC ALLIANCE FOUNDATION 501 1ST ST SE CEDAR RAPIDS IA 52401 N/A SO I PRIORITIES 2015 40000 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOV BAND COMMISSION 50000 COE COLLEGE 1220 1ST AVE NE CEDAR RAPIDS IA 52402 N/A PC RENOVATION HICKOK & ATHLETICS 2732905 JONES REGIONAL MEDICAL CENTER FOUNDATION 1795 HWY 64 E ANAMOSA IA 52205 N/A PC EXPANSION OF HOSPITAL 333333 MARION CHAMBER OF COMMERCE 1225 6TH AVE MARION IA 52302 N/A PC IMAGINART IN THE ALLEYS 25000 3181238 14 39 14 3017764 14 2149574 0 5167377 0 5167377 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23310 23310 0 CORPORATE BONDS 28575052 28575052 MARKETABLE EQUITY SECURITIES 51489953 51489953 9322399 9322399 0 0 MUTUAL FUNDS FMV 16205099 16205099 PROGRAM RELATED INVESTMENT AT COST 100000 100000 LEASEHOLD IMPROVEMENTS 86184 86184 0 OFFICE EQUIPMENT 54205 51881 2324 2324 UNREALIZED LOSS 6325151 MANAGEMENT FEES 504846 504846 0 INSURANCE 11242 10455 787 PRINTING 634 590 44 MEMBERSHIPS 850 791 60 OFFICE EXPENSES 7234 6728 506 FEDERAL EXCISE TAXES 43557 0 0 PAYROLL TAXES 15670 11753 3918 OTHER TAXES 8681 8681 0