2026-06-24T12:00:02-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990PF 2025-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 222 THIRD AVE SE 400 CEDAR RAPIDS IA 52401 JULIE L JOHNSON PRESIDENT 3193629079 2026-06-19 1 DAVID LITTLE P01480921 3193632697 2026-06-10 2025 2025-03-06 01:10:19Z X 143800388 X X 11356 11356 4787909 4440819 1991989 10836696 2038682 68285 50525 6859539 6541382 159831 0 159831 113809 0 113809 41926 0 41926 39298 0 39298 352423 287352 0 4165 4165 0 86764 0 0 17077 0 17077 2559 0 2559 256322 7868 19016 1074174 299385 393516 3049000 5566334 4123174 299385 5959850 2736365 6241997 13202 36496 36496 676599 922011 922011 279878 157895 279878 279878 7079 7079 83804934 95106104 95106104 34179591 35220401 35220401 9633224 12228419 12228419 128465445 143800388 143800388 57558 53417 10333334 7816000 8757 0 10399649 7869417 X 118065796 135930971 118065796 135930971 128465445 143800388 118065796 2736365 15128810 135930971 0 135930971 PUBLICLY TRADED SECURITIES 10814560 8798014 2016546 2016546 LP EIN: 98-1032513 - REALIZED GAIN P 2024-09-01 2025-12-31 22136 22136 22136 LP EIN: 98-1670510 - REALIZED LOSS P 2024-01-31 2025-12-31 0 0 2038682 86764 0 86764 0 86764 93843 0 18200 0 112043 X 0 25279 25279 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 WWW.HALLPERRINE.ORG JULIE L JOHNSON 3193629079 222 THIRD AVE SE 400 CEDAR RAPIDS IA 52401 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE L JOHNSON 222 THIRD AVE SE CEDAR RAPIDS IA 52401 PRESIDENT 30.00 159831 10697 0 JACK B EVANS 222 THIRD AVE SE CEDAR RAPIDS IA 52401 CHAIR OF THE BOARD 10.00 0 6220 0 DARREL A MORF 222 THIRD AVE SE CEDAR RAPIDS IA 52401 VICE CHAIR - PASSED JUL 2025 1.00 0 0 0 LURA E MCBRIDE 222 THIRD AVE SE CEDAR RAPIDS IA 52401 VICE CHAIR 1.00 0 0 0 CHARLES M PETERS 222 THIRD AVE SE CEDAR RAPIDS IA 52401 TREASURER 1.00 0 0 0 JENNY L SCHULZ 222 THIRD AVE SE CEDAR RAPIDS IA 52401 SECRETARY 1.00 0 0 0 KATHY E ENO 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 DIANA LEDFORD 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 IRIS E MUCHMORE 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 DAVID B MULLER MD 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 RUE H PATEL 222 THIRD AVE SE CEDAR RAPIDS IA 52401 DIRECTOR 1.00 0 0 0 KRISTIN C NOVAK 222 THIRD AVE SE CEDAR RAPIDS IA 52401 PROGRAM OFFICER/ASSI 30.00 99746 3625 0 0 MARQUETTE ASSOCIATES 600 WILLOWBROOK LN STE 610 WEST CHESTER PA 19382 INVESTMENT MGMT. FEES 180834 THE CARLYLE GROUP 1001 PENNSYLVANIA AVE NW WASHINGTON DC 20004 INVESTMENT MGMT. FEES 65071 FIFTH THIRD BANK 38 FOUNTAIN SQUARE PLAZA CINCINNATI OH 45202 INVESTMENT MGMT. FEES 55601 IFM GLOBAL INFRASTRUCTURE CRICKET SQ HUTCHINS DR GRAND CAYMAN CJ KY1-1111 INVESTMENT MGMT. FEES 50917 0 0 125606036 1273688 12441869 139321593 0 0 139321593 2089824 137231769 6861588 6861588 86764 86764 6774824 0 6774824 0 6774824 5959850 0 5959850 6774824 2043539 0 0 5959850 2043539 0 0 3916311 0 0 0 0 0 0 0 0 2858513 0 0 0 JULIE L JOHNSON PRESIDENT 222 THIRD AVE SE STE 400 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 FROM 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. BRUCEMORE INC 2160 LINDEN DR SE CEDAR RAPIDS IA 52403 PC CAPITAL PRESERVATION 750000 CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION 450 5TH AVE SE CEDAR RAPIDS IA 52401 PC WESTSIDE PUBLIC LIBRARY BUILDING 500000 CHRIST EPISCOPAL CHURCH 220 40TH ST NE CEDAR RAPIDS IA 52402 PC OPERATIONAL SUPPORT 2000 CITY OF CEDAR RAPIDS 101 FIRST ST SE CEDAR RAPIDS IA 52401 GOV CONNECTCR PROJECT 500000 CORNELL COLLEGE 600 FIRST ST SW MOUNT VERNON IA 52314 PC SMALL SPORT CENTER EXPANSION/RENOVATIONS 333334 EASTERN IOWA ARTS ACADEMY 2630 B AVE NE CEDAR RAPIDS IA 52402 PC RENOVATION OF BUILDING 150000 FIRST PRESBYTERIAN CHURCH 310 5TH ST SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 2000 HOOVER PRESIDENTIAL FOUNDATION PO BOX 696 WEST BRANCH IA 52358 PC REDESIGN OF MUSEUM 260000 HORIZONS PO BOX 667 CEDAR RAPIDS IA 52406 PC CENTER FOR OLDER ADULTS 250000 IOWA ART WORKS INC 329 10TH AVE SE STE 117 CEDAR RAPIDS IA 52401 PC KILN RENEWAL PROJECT 15000 LEGION ARTS 1103 3RD ST SE CEDAR RAPIDS IA 52401 PC PRODUCTION EQUIPMENT 75000 MERCY MEDICAL CENTER 701 10TH ST SE CEDAR RAPIDS IA 52403 PC HALLMAR VILLAGE $200,000; HALL RADIATION CENTER EQUIPMENT $500,000 700000 SAVE CEDAR RAPIDS HERITAGE 606 5TH AVE SE CEDAR RAPIDS IA 52401 PC BUILDING PURCHASE 100000 ST LUKE'S FOUNDATION 810 1ST AVE NE 2ND FLR CEDAR RAPIDS IA 52402 PC ABBE CENTER - NEW LOCATION AND REMODELING 300000 ST PAUL'S UNITED METHODIST CHURCH 1340 3RD AVE SE CEDAR RAPIDS IA 52403 PC OPERATIONAL SUPPORT 2000 TANAGER PLACE 2309 C ST SW CEDAR RAPIDS IA 52404 PC THERAPEUTIC CHILDCARE 50000 TEMPLE JUDAH 3221 LINDSAY LN SE CEDAR RAPIDS IA 52403 PC OPERATIONAL SUPPORT 2000 THEATRE CEDAR RAPIDS 102 3RD ST SE CEDAR RAPIDS IA 52401 PC RENOVATION OF BUILDING 400000 TREES FOREVER 80 W 8TH AVE MARION IA 52302 PC REPLANTING TREES 300000 UNITED WAY OF EAST CENTRAL IOWA 1030 5TH AVE SE 100 CEDAR RAPIDS IA 52403 PC ANNUAL CAMPAIGN 575000 WAYPOINT 318 5TH ST SE CEDAR RAPIDS IA 52401 PC RENOVATION OF BUILDING 300000 5566334 CHRIST EPISCOPAL CHURCH 220 40TH ST NE CEDAR RAPIDS IA 52402 PC OPERATIONAL SUPPORT 4000 FIRST PRESBYTERIAN CHURCH 310 5TH ST SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 4000 HORIZONS PO BOX 667 CEDAR RAPIDS IA 52406 PC CENTER FOR OLDER ADULTS 500000 ST LUKE'S FOUNDATION 810 1ST AVE NE 2ND FLR CEDAR RAPIDS IA 52402 PC ABBE CENTER - NEW LOCATION AND REMODELING 400000 ST PAUL'S UNITED METHODIST CHURCH 1340 3RD AVE SE CEDAR RAPIDS IA 52403 PC OPERATIONAL SUPPORT 4000 TANAGER PLACE 2309 C ST SW CEDAR RAPIDS IA 52404 PC THERAPEUTIC CHILDCARE 100000 TEMPLE JUDAH 3221 LINDSAY LN SE CEDAR RAPIDS IA 52403 PC OPERATIONAL SUPPORT 4000 WAYPOINT 318 5TH ST SE CEDAR RAPIDS IA 52401 PC RENOVATION OF BUILDING 200000 1216000 14 11356 14 4787909 14 68285 18 1991989 0 6859539 0 6859539 0 0 0 0 0 0 0 1 0 1b(6) 811 IOWA COUNCIL OF FOUNDATIONS MEMBERSHIP DUES AS REQUIRED COMMUNITY ENGAGEMENT 1b(6) 600 ROTARY INTERNATIONAL CEDAR RAPIDS MEMBERSHIP DUES AS REQUIRED COMMUNITY ENGAGEMENT 0 ACCOUNTING FEES 39298 0 39298 BAIRD FDS INC 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1092SH 102768 102768 SPX TECHNOLOGIES INC 268SH 53616 53616 STAG INDL INC 1783SH 65543 65543 STANDEX INTL CORP 303SH 65836 65836 TEXAS ROADHOUSE INC 425SH 70550 70550 TRANSAMERICA INTL SMALLCAP VALUE 344372.612SH 6043739 6043739 UFP INDUSTRIES INC 386SH 35145 35145 UNITED BANKSHARES INC W VA 2063SH 79219 79219 UNITED COMMUNITY BANKS GA 2015SH 62908 62908 UNIVERSAL DISPLAY CORP 555SH 64813 64813 VALMONT INDUSTRIES INC 301SH 121098 121098 VERACYTE INC 1691SH 71191 71191 VERICEL CORP 1137SH 40943 40943 CDL OFFSHORE FUND (LEVERED) FEEDER LP 4609SH FMV 5257502 5257502 IFM GLOBAL INFRASTRUCTURE (OFFSHORE) LP CLASS A 6759252.11SH FMV 6970917 6970917 BANK FEES 40 40 0 INSURANCE 7507 0 7507 MEMBERSHIPS 1411 0 1411 OFFICE EXPENSES 9163 0 9163 SUBSCRIPTIONS 935 0 935 OTHER INVESTMENT EXPENSES 229707 269 0 LP EIN: 98-1670510 - OTHER INVESTMENT INCOME 7559 7559 0 SETTLEMENT DISTRIBUTIONS 510 510 510 ROYALTIES 42552 42552 42552 LP EIN: 98-1670510 - OTHER INVESTMENT INCOME 17760 0 17760 LP EIN: 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