2021-04-26T10:55:26-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990PF 2020-01-01 426057097 THE HALL-PERRINE FOUNDATION HALL 3193629079 115 3RD STREET SE NO 803 CEDAR RAPIDS IA 524011222 JULIE L JOHNSON EXECUTIVE DIRECTOR 3193629079 2021-04-22 1 JULIE JOHNSON 999009999 DAVID LITTLE P01480921 3193632697 2021-04-22 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 127964086 X X 19 19 2841259 2841259 4046849 35552358 4046849 6888127 6888127 132942 77006 55936 101523 76142 25381 29279 18136 11143 21991 21991 0 494193 494193 0 89912 4535 0 24724 22252 2472 37926 31611 6315 932490 745866 101247 4881667 3311667 5814157 745866 3412914 1073970 6142261 4248870 5229835 5229835 427212 426061 427212 427212 6187 527 527 75241492 76274691 76274691 21794643 32898651 32898651 15880826 13093921 13093921 181898 142649 0 39249 39249 117598079 127964086 127964086 22244 31731 5430000 7000000 5452244 7031731 X 112145835 120932355 112145835 120932355 117598079 127964086 112145835 1073970 7712550 120932355 0 120932355 PUBLICLY TRADED SECURITIES 35552358 31505509 4046849 4046849 4046849 85377 0 85377 0 85377 85904 0 0 0 85904 X 0 527 527 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 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 0 JULIE L JOHNSON 115 3RD STREET SE CEDAR RAPIDS IA 524011222 EXECUTIVE DIRECTOR 30.00 50446 4468 0 JACK B EVANS 115 3RD STREET SE CEDAR RAPIDS IA 524011222 CHAIR OF THE BOARD 10.00 82496 2654 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 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 KATHY E ENO 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR 1.00 0 0 0 LURA E MCBRIDE 115 3RD STREET SE CEDAR RAPIDS IA 524011222 DIRECTOR 1.00 0 0 0 DAVID B MULLER MD 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 40.00 101523 2591 0 0 BERNSTEIN 225 S 6TH STREET 5000 MINNEAPOLIS MN 55402 INVESTMENT MGMT. FEES 110494 MERRILL LYNCH 1065 SIERRA COURT NE SUITE C CEDAR RAPIDS IA 52402 INVESTMENT MGMT. FEES 101847 US BANK 1555 N RIVERCENTER DRIVE SUITE 300 MILWAUKEE WI 53212 INVESTMENT MGMT. FEES 94289 GAMCO INVESTOR'S INC ONE CORPORATE CENTER RYE NY 105801435 INVESTMENT MGMT. FEES 92533 0 0 108475647 6872374 334807 115682828 0 0 115682828 1735242 113947586 5697379 5697379 85377 85377 5612002 0 5612002 0 5612002 3412914 0 3412914 0 3412914 5612002 0 0 270379 287900 153454 364478 270508 1346719 3412914 0 0 0 3412914 0 1346719 1346719 0 0 0 0 0 852369 0 0 0 JULIE L JOHNSON EXECUTIVE DIRECTOR 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 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. AFFORDABLE HOUSING NETWORK 3000 J STREET CEDAR RAPIDS IA 52404 PC WELLINGTON HEIGHTS REHAB 15HM 50000 BRUCEMORE 2160 LINDEN DRIVE SE CEDAR RAPIDS IA 52404 PC CAPITAL PRESERVATION 180000 CEDAR RAPIDS METRO ECONOMIC ALLIANCE 207 7TH AVENUE SE CEDAR RAPIDS IA 52401 PC ECONOMIC DEVELOPMENT MATERIAL 19000 CEDAR RAPIDS OPERA 1247 4TH AVENUE SE CEDAR RAPIDS IA 52401 PC MEMORIAL C GRANDON 5000 CEDAR RAPIDS SYMPHONYORCHESTRA IOWA 425 2ND STREET SE SUITE 960 CEDAR RAPIDS IA 52401 PC OPERATING ANNUAL INCOME 75000 CEDAR VALLEY HUMANE SOCIETY 501 1ST STREET SE CEDAR RAPIDS IA 52403 PC RENOVATION/EXPANSION FACILITY 200000 CHRIST EPISCOPAL CHURCH 119 3RD AVENUE SE CEDAR RAPIDS IA 52402 NC OPERATIONAL SUPPORT 1000 CITY OF CEDAR RAPIDS 7411 MOUNT VERNON ROAD SE CEDAR RAPIDS IA 52402 GOV CONVENTION COMPLEX 250000 FIRST PRESBYTERIAN CHURCH 220 4TH STREET SE CEDAR RAPIDS IA 52401 NC OPERATIONAL SUPPORT 1000 GREATER CEDAR RAPIDS COMMUNITY FOUNDATION 3851 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52401 PC DISASTER RELIEF FUND-COVID 25000 INDIAN CREEK NATURE CENTER 310 5TH STREET SE CEDAR RAPIDS IA 52403 PC INDIAN CREEK EXHIBIT 32000 IOWA HUMANE ALLIANCE 115 3RD STREET STE 1200 CEDAR RAPIDS IA 52404 PC FACILITY RENOVATION 42000 JUNIOR ACHIEVEMENT OF EASTERN IOWA 5300 OTIS ROAD SE CEDAR RAPIDS IA 52401 PC OPERATIONAL SUPPORT 28000 MIRACLES IN MOTION 6540 6TH STREET SW SWISHER IA 52338 PC RENOVATION OF FACILITY 20000 ST PAUL'S UNITED METHODIST CHURCH 315 3RD AVENUE SE CEDAR RAPIDS IA 52403 NC OPERATIONAL SUPPORT 1000 TEMPLE JUDAH 2049 120TH STREET NW CEDAR RAPIDS IA 52403 NC OPERATIONAL SUPPORT 1000 THEATRE OF CEDAR RAPIDS 3221 LINDSAY LANE SE CEDAR RAPIDS IA 52401 PC MEMORIAL C GRANDON 5000 UNITED WAY OF EAST CENTRAL IOWA 1340 3RD AVENUE SE CEDAR RAPIDS IA 52403 PC IN HONOR OF D. MORF 600000 WAYPOINT 1030 5TH AVENUE SE 100 CEDAR RAPIDS IA 52401 PC BUILDING UPGRADES & MEMORIAL K. BOATMAN 505000 WILLIS DADY HOMELESS SERVICES 102 3RD STREET SE CEDAR RAPIDS IA 52403 PC BUILDING UPGRADES & MEMORIAL K. BOATMAN 271667 YMCA 318 5TH STREET SE CEDAR RAPIDS IA 52401 PC MARION-NEW BUILDING 1000000 3311667 MERCY MEDICAL CENTER 701 10TH STREET SE CEDAR RAPIDS IA 52403 PC HALLMAR VILLAGE CONSTRUCTION/RENOVATION 2500000 WAYPOINT 318 5TH STREET SE CEDAR RAPIDS IA 52401 PC BUILDING UPGRADES & MEMORIAL K. BOATMAN 500000 3000000 14 19 14 2841259 18 4046849 0 6888127 0 6888127 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 21991 21991 0 CORPORATE BONDS 32898651 32898651 MARKETABLE EQUITY SECURITIES 76274691 76274691 MUTUAL FUNDS FMV 13093921 13093921 LEASEHOLD IMPROVEMENTS 125433 86184 39249 39249 FURNITURE, EQUIPMENT 56465 56465 0 INSURANCE 20815 17558 3257 MEMBERSHIPS 2000 0 2000 OFFICE EXPENSES 13442 12501 941 SUBSCRIPTIONS 1669 1552 117 UNREALIZED GAIN 7712550 MANAGEMENT FEES 494193 494193 0 FEDERAL EXCISE TAXES 85377 0 0 OTHER TAXES 4535 4535 0