2012-05-09T16:44:23-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 1715 1ST AVENUE SE CEDAR RAPIDS IA 52402 990PF 2011-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 115 3RD STREET SE NO 803 CEDAR RAPIDS IA 524011222 JACK B EVANS 3193629079 2012-05-09 1 BETH A KIELTS CPA P00163332 3193632697 2011 2016-02-24 21:20:13Z X 106123425 X X 261 261 3754827 3754827 2652650 56117340 2652650 6407738 6407738 169289 126967 42322 51237 38428 12809 51248 38436 12812 110 110 0 16525 16525 0 75025 9747 3249 597 0 23932 21539 2393 343258 342272 986 731221 594024 74571 1979407 5628773 2710628 594024 5703344 3697110 5813714 11705 37261 37261 2276005 5701572 5701572 558043 540094 558043 558043 3076344 167269 167269 37821234 35495998 35495998 29614747 29106201 29106201 36893128 35055572 35055572 140936 139427 2106 1509 1509 110235363 106123425 106123425 75318 24275 11603075 7955181 11678393 7979456 X 98556970 98143969 98556970 98143969 110235363 106123425 98556970 3697110 0 102254080 4110111 98143969 GAMCO P 2011-06-30 2011-12-31 1740522 1668851 71671 71671 GAMCO P 2009-06-30 2011-12-31 745329 445082 300247 300247 US BANK ENHANCED P 2011-06-30 2011-12-31 20091108 19912830 178278 178278 US BANK ENHANCED P 2009-06-30 2011-12-31 2756491 2337224 419267 419267 US BANK CUSTODIAL P 2011-06-30 2011-12-31 500000 500000 0 0 US BANK CUSTODIAL P 2009-06-30 2011-12-31 2401367 2397161 4206 4206 US BANK INTERMEDIATE P 2011-06-30 2011-12-31 1991546 1985971 5575 5575 US BANK INTERMEDIATE P 2009-06-30 2011-12-31 6539510 5976839 562671 562671 RAYMOND JAMES EQUITY P 2011-06-30 2011-12-31 5219043 4726166 492877 492877 RAYMOND JAMES EQUITY P 2009-06-30 2011-12-31 1953867 1616988 336879 336879 RAYMOND JAMES CONVERTIBLE P 2011-06-30 2011-12-31 2921681 2748057 173624 173624 RAYMOND JAMES CONVERTIBLE P 2009-06-30 2011-12-31 2254957 2146874 108083 108083 ENTERPRISE PRODUCTS PARTNERS P 2010-06-30 2011-12-31 1919 1919 1919 LAZARD P 2010-06-30 2011-12-31 2647 -2647 -2647 GE MUTUAL FUNDS P 2010-06-30 2011-12-31 7000000 7000000 0 0 2652650 0 5404667 106450068 0.050772 4942670 99413020 0.049719 5454379 108363248 0.050334 5720567 111426164 0.051340 5478289 109265297 0.050138 0.252303 0.050461 110841982 5593197 58137 5651334 5703344 X 58137 0 58137 0 58137 61580 61580 3443 3443 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 170399 33519 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 148576 NUVEEN CORP FEES 222 SECOND AVE SE CEDAR RAPIDS IA 524011296 INVESTMENT MGMT. FEES 54929 0 0 111976895 12942 540094 112529931 0 0 112529931 1687949 110841982 5542099 5542099 58137 58137 5483962 0 5483962 0 5483962 5703344 0 5703344 58137 5645207 5483962 0 0 11419 332099 112205 24281 192992 672996 5703344 0 0 0 5483962 219382 0 0 892378 0 0 0 0 0 0 11419 880959 332099 112205 24281 192992 219382 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. AGING SERVICES 317 7TH AVE SE 302B CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY MILESTONES - MARION EXPANSION 250000 CEDAR RAPIDS AREA CHAMBER FOUNDATION 424 FIRST AVENUE NE CEDAR RAPIDS IA 52401 N/A OPERATING FOUNDATION PRIORITIES 2015 36379 CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION 2600 EDGEWOOD RD SW SUITE 330 CEDAR RAPIDS IA 52404 N/A GOVERNMENT ENTITY NEW LIBRARY 600000 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOVERNMENT ENTITY AMPHITHEATER 333000 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOVERNMENT ENTITY CONVENTION CENTER 250000 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOVERNMENT ENTITY TREE OF FIVE SEASONS & SURROUNDING PLAZA 25000 COMMUNITY HEALTH FREE CLINIC 947 14TH AVENUE SE CEDAR RAPIDS IA 52501 N/A OTHER PUBLIC CHARITY ELECTRONIC HEALTH SYSTEM & IT NEEDS 13330 COUNCIL ON FOUNDATIONS PO BOX 75661 BALTIMORE MD 212755661 N/A OTHER PUBLIC CHARITY ANNUAL GRANT AFTER MEMBERSHIP 11600 HACAP PO BOX 490 HIAWATHA IA 52233 N/A OTHER PUBLIC CHARITY CAPITAL IMPROVEMENTS - INN CIRCLE 8762 HORIZONS 819 5TH STREET SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY KITCHEN EQUIPMENT - MOW 38620 THE CERAMIC CENTER 329 10TH AVENUE SE SUITE 117 CEDAR RAPIDS IA 52403 N/A OTHER PUBLIC CHARITY KILNS 2000 IOWA COLLEGE FOUNDATION 505 5TH AVENUE SUITE 1034 DES MOINES IA 50309 N/A OPERATING FOUNDATION OPERATIONAL SUPPORT 30000 JUNIOR ACHIEVEMENT OF EAST CENTRAL IOWA 315 THIRD AVENUE SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY OPERATIONAL SUPPORT 25082 KINGSTON HILL 202 12 STREET NE CEDAR RAPIDS IA 52405 N/A OTHER PUBLIC CHARITY CAPITAL IMPROVEMENTS - ELECTRICAL 16000 LINN COUNTY CONSERVATION BOARD FRIENDS OF 1890 COUNTY HOME RD MARION IA 52302 N/A OTHER PUBLIC CHARITY EXPANSION OF WICKIUP HILL 175000 MERCY MEDICAL CENTER 701 10TH STREET SE CEDAR RAPIDS IA 52403 N/A OTHER PUBLIC CHARITY COMMUNITY NONPROFIT CENTER 400000 ORCHESTRA IOWA (CRSO) 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY OPERATIONAL SUPPORT 60000 ORCHESTRA IOWA (CRSO) 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY PURCHASE BUILDING AND RESTORATION 250000 ORCHESTRA IOWA (CRSO) 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY ADD'L GRANT FOR RENOVATION NAIBERT BLDG 250000 PLANNED PARENTHOOD OF THE HEARTLAND PO BOX 4557 DES MOINES IA 50305 N/A OTHER PUBLIC CHARITY PURCHASE OF BUILDING IN CEDAR RAPIDS 250000 SR MARY LAWRENCE TENANTS 420 6TH ST SE CEDAR RAPIDS IA 52403 N/A OTHER PUBLIC CHARITY BUILD OUT COSTS FOR RENOVATED BLDG 200000 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 2011 550000 WAYPOINT 318 5TH STREET SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY REMODEL & RENOVATION OF ORIGINAL BUILDING 250000 NCSML 87 16TH AVENUE SW CEDAR RAPIDS IA 52404 N/A OTHER PUBLIC CHARITY RENOVATION OF MUSEUM 1600000 5628773 CEDAR RAPIDS AREA CHAMBER FOUNDATION 424 FIRST AVENUE NE CEDAR RAPIDS IA 52401 N/A OPERATING FOUNDATION PRIORITIES 2015 163621 CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION 2600 EDGEWOOD RD SW SUITE 330 CEDAR RAPIDS IA 52404 N/A GOVERNMENT ENTITY NEW LIBRARY 2400000 CEDAR RAPIDS CITY MARKET - NEWBO PO BOX 667 CEDAR RAPIDS IA 52406 N/A OTHER PUBLIC CHARITY CONSTRUCTION OF A CITY MARKET 800000 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOVERNMENT ENTITY AMPHITHEATER 667000 CITY OF CEDAR RAPIDS 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 N/A GOVERNMENT ENTITY CONVENTION COMPLEX 2250000 COMMUNITY HEALTH FREE CLINIC 947 14TH AVENUE SE CEDAR RAPIDS IA 52501 N/A OTHER PUBLIC CHARITY ELECTRONIC HEALTH SYSTEM & IT NEEDS 4670 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 1400000 WAYPOINT 318 5TH STREET SE CEDAR RAPIDS IA 52401 N/A OTHER PUBLIC CHARITY REMODEL & RENOVATION OF ORIGINAL BLDG 250000 7955181 14 261 14 3754827 14 2652650 0 6407738 0 6407738 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16525 16525 0 LEASEHOLD IMPROVEMENTS 1990-06-30 86184 86184 SL 15.000000000000 0 0 OFFICE FURNITURE AND FIXTURES 2004-06-30 54752 52646 SL 7.000000000000 597 0 CORPORATE BONDS 29106201 29106201 MARKETABLE EQUITY SECURITIES 35495998 35495998 167269 167269 0 0 MUTUAL FUNDS AT COST 35055572 35055572 LEASEHOLD IMPROVEMENTS 86184 86184 0 OFFICE FURNITURE AND FIXTURES 54752 53243 1509 0 LEGAL FEES 110 110 0 UNREALIZED GAINS/LOSSES 4110111 MANAGEMENT FEES 329159 329159 0 INSURANCE 7707 7168 539 MEMBERSHIPS 2305 2144 161 OFFICE EXPENSES 4087 3801 286 FEDERAL EXCISE TAXES 62029 0 0 PAYROLL TAXES 12996 9747 3249