2013-05-13T15:00:25-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990PF 2012-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 115 3RD STREET SE NO 803 CEDAR RAPIDS IA 524011222 JACK B EVANS 3193629079 2013-05-13 1 DAVID LITTLE P01480921 3193632697 2012 2016-02-25 16:41:14Z X 109995615 X X 101 101 3709177 3709177 1677635 54412174 1677635 5386913 5386913 172206 129154 43051 52123 39092 13031 36700 27525 9175 10645 10645 0 57384 9905 3302 1291 0 25142 22628 2514 415752 414279 1473 771243 653228 72546 5352698 5422878 6123941 653228 5495424 -737028 4733685 37261 21805 21805 5701572 4359991 4359991 546117 558043 546117 546117 167269 13724122 13724122 35495998 39204133 39204133 29106201 26945616 26945616 35055572 25191024 25191024 138671 135864 1509 2807 2807 106123425 109995615 109995615 24275 28601 7955181 7885001 7979456 7913602 X 98143969 102082013 98143969 102082013 106123425 109995615 98143969 -737028 4675072 102082013 0 102082013 GAMCO P 2012-06-30 2011-12-31 1364084 1332223 31861 31861 GAMCO P 2009-06-30 2012-12-31 2934128 2167938 766190 766190 GE CAPITAL P 1989-06-30 2012-12-31 2718662 3645698 -927036 -927036 US BANK ENHANCED P 2012-06-30 2012-12-31 14415854 13781404 634450 634450 US BANK ENHANCED P 2009-06-30 2012-12-31 1374963 1377802 -2839 -2839 US BANK ENHANCED P 2012-06-30 2012-12-31 593 593 593 US BANK ENHANCED P 2009-06-30 2012-12-31 2015744 1631461 384283 384283 US BANK CUSTODIAL P 2009-06-30 2012-12-31 1562 1534 28 28 US BANK INTERMEDIATE P 2012-06-30 2012-12-31 2016424 1976068 40356 40356 US BANK INTERMEDIATE P 2009-06-30 2012-12-31 9933219 9310772 622447 622447 RAYMOND JAMES EQUITY P 2012-06-30 2012-12-31 1872862 1696824 176038 176038 RAYMOND JAMES EQUITY P 2009-06-30 2012-12-31 1505220 1449214 56006 56006 RAYMOND JAMES CONVERTIBLE P 2012-06-30 2012-12-31 268133 267346 787 787 RAYMOND JAMES CONVERTIBLE P 2009-06-30 2012-12-31 893865 962693 -68828 -68828 CHICAGO EQUITY P 2012-06-30 2012-12-31 12849760 12885103 -35343 -35343 CHICAGO EQUITY P 2009-06-30 2012-12-31 5301 5301 5301 CONGRESS P 2012-06-30 2012-12-31 237588 248459 -10871 -10871 ENTERPRISE PRODUCTS PARNTERSHIP P 2009-06-30 2012-12-31 4212 4212 4212 1677635 0 5645207 110841982 0.050930 5404667 106450068 0.050772 4942670 99413020 0.049719 5454379 108363248 0.050334 5720567 111426164 0.051340 0.253095 0.050619 109281767 5531734 47337 5579071 5595424 X 47337 0 47337 0 47337 47620 47620 283 283 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 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 40.00 172206 34675 0 DARREL A MORF 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 CHARLES M PETERS 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 IRIS E MUCHMORE 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 KRISTIN C NOVAK 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 CARLEEN M GRANDON 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 KATHY E ENO 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 ALEX A MEYER 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 DENNIS L BOATMAN 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 ERNEST J BURESH 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 TODD M BERGEN 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 DEE L BAIRD 115 3RD STREET SE CEDAR RAPIDS IA 524011222 1.00 0 0 0 NONE 0 GAMCO INVESTOR'S INC ONE CORPORATE CENTER RYE NY 105801435 INVESTMENT MGMT. FEES 152369 NUVEEN CORP FEE 222 2ND AVE SE CEDAR RAPIDS IA 524011296 INVESTMENT MGMT. FEES 83991 0 AFFORDABLE HOUSING NETWORK INC 100000 100000 110375563 12350 558043 110945956 0 0 110945956 1664189 109281767 5464088 5464088 47337 47337 5416751 0 5416751 0 5416751 5495424 100000 5595424 47337 5548087 5416751 0 0 332099 112205 24281 192992 219382 880959 5595424 0 0 0 5416751 178673 0 0 1059632 0 0 0 0 0 0 332099 727533 112205 24281 192992 219382 178673 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. THE CERAMIC CENTER 329 10TH AVENUE SE SUITE 117 CEDAR RAPIDS IA 52403 N/A OTHER PUBLIC CHARITY KILNS 19890 NCSML 87 16TH AVENUE SW CEDAR RAPIDS IA 52404 N/A OTHER PUBLIC CHARITY RENOVATION OF MUSEUM 1000000 ORCHESTRA IOWA (CRSO) 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY OPERATIONAL SUPPORT 60000 CEDAR RAPIDS METRO ECONOMIC ALLIANCE 501 1ST ST SE CEDAR RAPIDS IA 52401 N/A OPERATING FOUNDATION PRIORITIES 2015 40820 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOVERNMENT ENTITY AMPHITHEATER 504800 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOVERNMENT ENTITY CONVENTION CENTER 250000 CEDAR RAPIDS CITY MARKET - NEWBO PO BOX 667 CEDAR RAPIDS IA 52406 N/A OTHER PUBLIC CHARITY CONSTRUCTION OF A CITY MARKET 800000 CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION 2600 EDGEWOOD RD SW SUITE 330 CEDAR RAPIDS IA 52404 N/A GOVERNMENT ENTITY NEW LIBRARY 600000 JUNIOR ACHIEVEMENT OF EASTERN IOWA 315 THIRD AVENUE SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY OPERATIONAL SUPPORT 26978 COE COLLEGE 1220 1ST AVE NE CEDAR RAPIDS IA 52402 N/A OTHER PUBLIC CHARITY SCIENCE BUILDING RENOVATION 1000000 COUNCIL ON FOUNDATIONS PO BOX 75661 BALTIMORE MD 212755661 N/A OTHER PUBLIC CHARITY OPERATIONAL SUPPORT 11720 IOWA COLLEGE FOUNDATION 505 5TH AVENUE SUITE 1034 DES MOINES IA 50309 N/A OPERATING FOUNDATION OPERATIONAL SUPPORT 30000 COMMUNITY HEALTH FREE CLINIC 947 14TH AVENUE SE CEDAR RAPIDS IA 52501 N/A OTHER PUBLIC CHARITY ELECTRONIC HEALTH SYSTEM & IT NEEDS 4670 HIS HANDS FREE MEDICAL CLINIC 400 12TH ST SE CEDAR RAPIDS IA 52403 N/A OTHER PUBLIC CHARITY BUILD OUT COSTS OF CLASSROOM, KITCHEN, BATH 20000 ST LUKES FOUNDATION 1026 A AVE NE CEDAR RAPIDS IA 52406 N/A OPERATING FOUNDATION HOSPICE UNIT 250000 TRADITIONAL CHURCH GRANTS VARIOUS CHURCHES CEDAR RAPIDS IA 52402 N/A OTHER PUBLIC CHARITY FIRST PRESBYTERIAN, CHRIST EPISCOPAL, TEMPLE JUDAH, ST PAUL'S UNITED METHODIST 4000 UNITED WAY OF EAST CENTRAL IOWA - CAMPAIGN 1030 FIFTH AVE SE 100 CEDAR RAPIDS IA 52403 N/A OTHER PUBLIC CHARITY CAMPAIGN 2012 550000 WAYPOINT 318 5TH STREET SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY REMODEL & RENOVATION OF ORIGINAL BUILDING 250000 5422878 CEDAR RAPIDS MUSEUM OF ART 410 3RS AVE SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY RENOVATION OF THIRD AVE FAADE 250000 NCSML 87 16TH AVENUE SW CEDAR RAPIDS IA 52404 N/A OTHER PUBLIC CHARITY RENOVATION OF MUSEUM 400000 CEDAR RAPIDS METRO ECONOMIC ALLIANCE 501 1ST ST SE CEDAR RAPIDS IA 52401 N/A OPERATING FOUNDATION PRIORITIES 2015 122801 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOVERNMENT ENTITY AMPHITHEATER 162200 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOVERNMENT ENTITY CONVENTION COMPLEX 2000000 CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION 2600 EDGEWOOD RD SW SUITE 330 CEDAR RAPIDS IA 52404 N/A GOVERNMENT ENTITY NEW LIBRARY 1800000 INDIAN CREEK NATURE CENTER 6665 OTIS RD SE CEDAR RAPIDS IA 52403 N/A OTHER PUBLIC CHARITY NEW BUILDING 1000000 MARION PARKS AND RECREATION 4500 N 10TH ST MARION IA 52302 N/A GOVERNMENT ENTITY AMPHITHEATER-LOWE PARK 150000 COE COLLEGE 1220 1ST AVE NE CEDAR RAPIDS IA 52402 N/A OTHER PUBLIC CHARITY SCIENCE BUILDING RENOVATION 500000 MERCY MEDICAL CENTER 701 10TH ST SE CEDAR RAPIDS IA 52403 N/A OTHER PUBLIC CHARITY HALL RADIATION CENTER EQUIPMENT 1500000 7885001 14 101 14 3709177 14 1677635 0 5386913 0 5386913 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10645 10645 0 LEASEHOLD IMPROVEMENTS 1990-06-30 86184 86184 SL 15.000000000000 0 0 OFFICE FURNITURE AND FIXTURES 2004-06-30 52487 48389 SL 7.000000000000 1291 0 CORPORATE BONDS 26945616 26945616 MARKETABLE EQUITY SECURITIES 39204133 39204133 13724122 13724122 0 0 MUTUAL FUNDS FMV 25091024 25091024 PROGRAM RELATED AT COST 100000 100000 LEASEHOLD IMPROVEMENTS 86184 86184 0 OFFICE FURNITURE AND FIXTURES 52487 49680 2807 MANAGEMENT FEES 394704 394704 0 INSURANCE 10555 9816 739 MEMBERSHIPS 2775 2581 194 OFFICE EXPENSES 7718 7178 540 UNREALIZED GAINS/LOSSES 4675072 FEDERAL EXCISE TAXES 44177 0 0 PAYROLL TAXES 13207 9905 3302