2015-04-27T16:23:48-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990PF 2014-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 115 3RD STREET SE NO 803 CEDAR RAPIDS IA 524011222 JACK B EVANS PRESIDENT 3193629079 2015-04-23 1 DAVID LITTLE P01480921 3193632697 2014 2016-02-25 16:41:14Z X 115937217 X X 54 54 2802261 2802261 3156455 62124870 3156455 5958770 5958770 179981 134986 44995 53830 40373 13458 56613 42460 14153 12110 12110 0 65263 10333 3872 1195 0 25507 22956 2551 548240 546908 1332 942739 810126 80361 4823086 5879586 5765825 810126 5959947 192945 5148644 23528 23528 3666290 2336125 2336125 593814 587483 593814 593814 13481229 9071822 9071822 50527226 56909735 56909735 26908907 29371075 29371075 19887958 17627595 17627595 140389 136866 1517 3523 3523 115060610 115937217 115937217 35459 31084 8615000 7558500 8650459 7589584 X 106410151 108347633 106410151 108347633 115060610 115937217 106410151 192945 1744537 108347633 0 108347633 RBC ST P 74820 52867 21953 21953 RBC LT P 3764482 2659923 1104559 1104559 US BANK NUVEEN ENHANCED INDEX ST P 17702119 17112625 589494 589494 US BANK NUVEEN ENHANCED INDEX LT P 3960041 3080988 879053 879053 US BANK CUSTODIAL LT P 187 185 2 2 US BANK NUVEEN INTERMEDIATE CORP ST P 475400 475863 -463 -463 US BANK NUVEEN INTERMEDIATE CORP LT P 3180576 3151026 29550 29550 US BANK CORE ST P 5091843 5075239 16604 16604 US BANK CORE LT P 6024361 6086710 -62349 -62349 BERNSTEIN ST P 2882231 2434631 447600 447600 BERNSTEIN LT P 1266026 968787 297239 297239 RAYMOND JAMES ST P 4425804 4379430 46374 46374 RAYMOND JAMES LT P 4640522 4471961 168561 168561 AMERITRADE ST P 369070 394084 -25014 -25014 AMERITRADE LT P 693303 694342 -1039 -1039 JP MORGAN ST P 4773 5185 -412 -412 JP MORGAN LT P 4671085 5074143 -403058 -403058 MERRILL LYNCH ST P 1606496 1538305 68191 68191 CITI BANK LT P 1291731 1312121 -20390 -20390 3156455 0 5695343 112752936 0.050512 5548087 109281767 0.050769 5645207 110841982 0.050930 5404667 106450068 0.050772 4942670 99413020 0.049719 0.252702 0.050540 116322396 5878934 51486 5930420 5959947 X 51486 0 51486 0 51486 56120 56120 4634 4634 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 179981 45167 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 1.00 0 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 KRISTIN C NOVAK 115 3RD STREET SE CEDAR RAPIDS IA 52401 PROGRAM OFFICER/ASSI 28.00 53830 11446 0 0 GAMCO INVESTOR'S INC ONE CORPORATE CENTER RYE NY 105801435 INVESTMENT MGMT. FEES 206280 NUVEEN CORP FEE 222 2ND AVE SE CEDAR RAPIDS IA 524011296 INVESTMENT MGMT. FEES 98031 BERNSTEIN 225 S 6TH ST 5000 MINNEAPOLIS MN 55402 INVESTMENT MGMT. FEES 82313 0 0 117486567 13404 593832 118093803 0 0 118093803 1771407 116322396 5816120 5816120 51486 51486 5764634 0 5764634 0 5764634 5959947 0 5959947 51486 5908461 5764634 0 0 24281 192992 219382 178673 177950 793278 5959947 0 0 0 5764634 195313 0 0 988591 0 0 0 0 0 0 24281 964310 192992 219382 178673 177950 195313 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. ABBE INC 740 N 15TH AVE STE A HIAWATHA IA 52233 N/A PC BUILDING PURCHASE 150000 AREA SUBSTANCE ABUSE COUNCIL 3601 16TH AVENUE SW CEDAR RAPIDS IA 52404 N/A PC YOUTH RESIDENTIAL REMODEL 93500 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 GREEN SQUARE PARK & CONVENTION COMPLEX 500000 COUNCIL ON FOUNDATIONS PO BOX 75661 BALTIMORE MD 21275 N/A PC ANNUAL GRANT 11720 FIRST PRESBYTERIAN CHURCH 310 5TH ST SE CEDAR RAPIDS IA 52401 N/A RELIGIOUS ENTITY OPERATIONAL SUPPORT 1000 FOUR OAKS 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 N/A PC TOTAL CHILD CAMPAIGN/HOUSING 250000 HOMESTEAD 1661 BOYSON SQUARE DRIVE HIAWATHA IA 52233 N/A PC PURCHASE OF SPACE FOR CLINIC 36866 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 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 125000 MATTHEW 25 201 3RD AVE SW CEDAR RAPIDS IA 52404 N/A PC BUILDING RENOVATION & URBAN GARDEN 187500 MERCY MEDICAL CENTER 701 10TH ST SE CEDAR RAPIDS IA 52403 N/A PC COMMUNITY NONPROFIT CENTER 535000 METH-WICK 1224 13TH ST NW CEDAR RAPIDS IA 52405 N/A PC BUILDING RENOVATION - THE WOODLANDS 194000 MOUNT MERCY UNIVERSITY 1330 ELMHURST DRIVE NE CEDAR RAPIDS IA 52402 N/A PC ATHLETIC COMPLEX 1600000 ORCHESTRA IOWA (CRSO) 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 N/A PC OPERATIONAL SUPPORT 70000 ST LUKE'S HEALTH CARE FOUNDATION 855 A AVE NE 105 CEDAR RAPIDS IA 52402 N/A PC RONALD MCDONALD ROOM 100000 ST PAUL'S UNITED METHODIST CHURCH 1340 3RD AVE SE CEDAR RAPIDS IA 52403 N/A RELIGIOUS ENTITY OPERATIONAL SUPPORT 1000 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, 2014 CAMPAIGN 650000 5879586 CEDAR RAPIDS METRO ECONOMIC ALLIANCE FOUNDATION 501 1ST ST SE CEDAR RAPIDS IA 52401 N/A SO I PRIORITIES 2015 40000 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 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOV CONVENTION COMPLEX 1500000 INDIAN CREEK NATURE CENTER 6665 OTIS RD SE CEDAR RAPIDS IA 52403 N/A PC NEW BUILDING 500000 LEGION ARTS 1103 3RD ST SE CEDAR RAPIDS IA 52401 N/A PC CAMPUS COMPLETION - CSPS HALL 25000 MATTHEW 25 201 3RD AVE SW CEDAR RAPIDS IA 52404 N/A PC BUILDING RENOVATIONS 187500 METH-WICK 1224 13TH ST NW CEDAR RAPIDS IA 52405 N/A PC BUILDING RENOVATION - THE WOODLANDS 1306000 MOUNT MERCY UNIVERSITY 1330 ELMHURST DRIVE NE CEDAR RAPIDS IA 52402 N/A PC ATHLETIC COMPLEX 1600000 TANAGER PLACE 2309 C ST SW CEDAR RAPIDS IA 52404 N/A PC BUILDING RENOVATION 1500000 VARIETY - THE CHILDREN'S CHARITY PO BOX 1163 CEDAR RAPIDS IA 52406 N/A PC PLAYGROUND - NOELRIDGE PARK 150000 7558500 14 54 14 2802261 14 3156455 0 5958770 0 5958770 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12110 12110 0 CORPORATE BONDS 29371075 29371075 MARKETABLE EQUITY SECURITIES 56909735 56909735 9071822 9071822 0 0 MUTUAL FUNDS FMV 17527595 17527595 PROGRAM RELATED INVESTMENT AT COST 100000 100000 LEASEHOLD IMPROVEMENTS 86184 86184 0 OFFICE EQUIPMENT 54205 50682 3523 3523 MANAGEMENT FEES 529194 529194 0 INSURANCE 11264 10476 788 PRINTING 2276 2117 159 MEMBERSHIPS 1275 1186 89 OFFICE EXPENSES 4231 3935 296 UNREALIZED GAIN 1741709 PRIOR PERIOD ADJUSTMENT 2828 FEDERAL EXCISE TAXES 51486 0 0 PAYROLL TAXES 13777 10333 3872