HALL-PERRINE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HALL-PERRINE FOUNDATION (EIN 42-6057097)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-29
- IRS object ID
- 202001209349100800
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-29T08:29:45-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 3RD AVE SE STE 300 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426057097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALL-PERRINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 3193629079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 3RD STREET SE NO 803 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK B EVANS | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 3193629079 | PhoneNum |
| Signature | 2020-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LITTLE | PreparerPersonNm |
| PTIN | P01480921 | PTIN |
| Phone | 3193632697 | PhoneNum |
| Preparation | 2020-04-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $117,598,079 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $144 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $144 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,939,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,939,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,752,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,719,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,752,871 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,692,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,692,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $159,882 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $127,628 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,254 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $83,087 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $62,315 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $20,772 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,707 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,485 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,222 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,809 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,809 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,668 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,668 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $515,880 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $515,880 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,981 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,501 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,789 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,846 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $22,361 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,485 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,553 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $935,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $817,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,764,999 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,830,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,700,033 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $817,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,899,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,007,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,875,298 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,253,277 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,248,870 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,248,870 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $426,061 | AcctRcvblAmt |
| Acct Rcvbl BOY | $303,638 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $426,061 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $426,061 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,903 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,187 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,187 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $51,756,188 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,241,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $75,241,492 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $33,304,217 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,794,643 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,794,643 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,540,083 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,880,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,880,826 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $142,649 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,649 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $105,165,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,598,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,598,079 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,707 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,244 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,495,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,430,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,520,707 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,452,244 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $103,644,599 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $112,145,835 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,644,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $112,145,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,165,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,598,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,644,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,007,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,508,512 | OtherIncreasesAmt |
| Subtotal | $112,145,835 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $112,145,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $29,719,581 | GrossSalesPriceAmt |
| Cost Or Other Basis | $26,966,710 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,752,871 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,752,871 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,752,871 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,001,259 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $114,727,382 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,896,502 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $114,794,552 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051366 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,663,077 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $110,291,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051346 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,866,402 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $113,662,736 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051612 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,908,461 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $116,322,396 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050794 | DistributionYr5Rt |
| Total Distribution | 0.257427 | TotalDistributionRt |
| Average Distribution | 0.051485 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $113,562,587 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,846,770 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48,753 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,895,523 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,899,884 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $48,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,940 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,940 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,187 | OverpaymentAmt |
| Applied To ES Tax | $6,187 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HALLPERRINE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK B EVANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3193629079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 3RD STREET SE NO 803 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JACK B EVANS | ||||||||
| 115 3RD STREET SE | CEDAR RAPIDS | IA | 524011222 | CHAIR | 10.00 | $30,866 | $4,820 | $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 |
| KATHY E ENO | ||||||||
| 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 |
| 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 |
| ECHO M BATSON | ||||||||
| 115 3RD STREET SE | CEDAR RAPIDS | IA | 524011222 | EXECUTIVE DIRECTOR-LEFT NOV 2019 | 30.00 | $129,016 | $6,296 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN C NOVAK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 3RD STREET SE | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER/ASSI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $83,087 | CompensationAmt |
| Employee Benefits | $2,591 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BERNSTEIN | |||||
| 225 S 6TH STREET 5000 | MINNEAPOLIS | MN | 55402 | INVESTMENT MGMT. FEES | $122,980 |
| GAMCO INVESTOR'S INC | |||||
| ONE CORPORATE CENTER | RYE | NY | 105801435 | INVESTMENT MGMT. FEES | $120,403 |
| US BANK | |||||
| 1555 N RIVERCENTER DRIVE SUITE 300 | MILWAUKEE | WI | 53212 | INVESTMENT MGMT. FEES | $96,462 |
| MERRILL LYNCH | |||||
| 1065 SIERRA COURT NE SUITE C | CEDAR RAPIDS | IA | 52402 | INVESTMENT MGMT. FEES | $80,225 |
| TD AMERITRADE | |||||
| 200 S 108TH AVENUE | OMAHA | NE | 68154 | INVESTMENT MGMT. FEES | $52,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $110,076,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,883,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $332,224 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,291,966 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $115,291,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,729,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,562,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,678,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,678,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,753 | TotalTaxAmt |
| Distributable Before Adj | $5,629,376 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,629,376 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,629,376 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,899,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,899,884 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48,753 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,851,131 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,629,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $195,313 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $270,379 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $287,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $153,454 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $364,478 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,271,524 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,899,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,629,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $270,508 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,542,032 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $195,313 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,346,719 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $270,379 | ExcessFromYear4Amt |
| Excess From Year3 | $287,900 | ExcessFromYear3Amt |
| Excess From Year2 | $153,454 | ExcessFromYear2Amt |
| Excess From Year1 | $364,478 | ExcessFromYear1Amt |
| Excess From Current Year | $270,508 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JACK B EVANS CHAIR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 3RD STREET SE 803 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3193629079 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. GRANTS ARE ORDINARILY CONFINED TO NONPROFIT PUBLIC TAX-EXEMPT ORGANIZATIONS LOCATED IN LINN COUNTY, IOWA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFFORDABLE HOUSING NETWORK | ||||||
| 3000 J STREET | CEDAR RAPIDS | IA | 52404 | PC | WILLINGTON HEIGHTS REHAB 15HM | $50,000 |
| AMANA HERITAGE SOCIETY | ||||||
| 705 44TH AVE | AMANA | IA | 52203 | PC | REUDY HOME MUSEUM | $40,000 |
| BRUCEMORE | ||||||
| 2160 LINDEN DR SE | CEDAR RAPIDS | IA | 52404 | PC | CAPITAL PRESERVATION | $1,820,000 |
| CATHERINE MCAULEY CENTER | ||||||
| 866 4TH AVE SE | CEDAR RAPIDS | IA | 52403 | PC | RENOVATION OF NEW BUILDING | $1,250,000 |
| CEDAR RAPIDS SYMPHONYORCHERSTRA IOWA | ||||||
| 119 3RD AVE SE | CEDAR RAPIDS | IA | 52401 | PC | OPERATING ANNUAL INCOME | $75,000 |
| CHRIST EPISCOPAL CHURCH | ||||||
| 220 4TH STREET SE | CEDAR RAPIDS | IA | 52402 | NC | OPERATIONAL SUPPORT | $1,000 |
| CITY OF CEDAR RAPIDS | ||||||
| 3851 RIVER RIDGE DRIVE NE | CEDAR RAPIDS | IA | 52402 | GOV | CONVENTION COMPLEX | $250,000 |
| CITY OF MOUNT VERNON | ||||||
| 213 1ST STREET W | MOUNT VERNON | IA | 52314 | GOV | WELLNESS CENTER | $500,000 |
| CLEVELAND ARA NEIGHBORHOOD ASSOCIATION | ||||||
| 1500 1ST AVE NW | CEDAR RAPIDS | IA | 52405 | PC | EQUIPMENT AND INSTALLATION | $50,000 |
| CORNELL COLLEGE | ||||||
| 600 1ST STREET SW | MT VERNON | IA | 52314 | PC | SCIENCE FACILITIES | $395,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 310 5TH STREET SE | CEDAR RAPIDS | IA | 52401 | NC | OPERATIONAL SUPPORT | $1,000 |
| FRIENDS OF THE LINN COUNTY CONSERVATION BOARD | ||||||
| 10260 MORRIS HILLS RD 9604 | TODDVILLE | IA | 52341 | PC | MORGAN CREEK PARK PHASE 1 | $300,000 |
| INDIAN CREEK NATURE CENTER | ||||||
| 5300 OTIS RD SE | CEDAR RAPIDS | IA | 52403 | PC | INDIAN CREEK EXHIBIT | $128,000 |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA | ||||||
| 315 THIRD AVENUE SE | CEDAR RAPIDS | IA | 52401 | PC | OPERATIONAL SUPPORT | $28,000 |
| METH WICK | ||||||
| 1224 13TH ST NW | CEDAR RAPIDS | IA | 52405 | PC | THE WOODLANDS: 4 ADDITIONAL ROOMS | $190,000 |
| MONARCH RESEARCH PROJECT | ||||||
| 4970 LAKESIDE ROAD | MARION | IA | 52302 | PC | PRAIRIE SEED | $100,000 |
| ST PAUL'S UNITED METHODIST CHURCH | ||||||
| 1340 3RD AVENUE SE | CEDAR RAPIDS | IA | 52403 | NC | OPERATIONAL SUPPORT | $1,000 |
| TEMPLE JUDAH | ||||||
| 3221 LINDSAY LANE SE | CEDAR RAPIDS | IA | 52403 | NC | OPERATIONAL SUPPORT | $1,000 |
| UNITED WAY OF EAST CENTRAL IOWA | ||||||
| 1030 FIFTH AVENUE SE 100 | CEDAR RAPIDS | IA | 52403 | PC | ANNUAL CAMPAIGN | $600,000 |
| UNIVERSITY OF IOWA | ||||||
| 107 CALVIN HALL | IOWA CITY | IA | 52242 | PC | TIPPIE SCHOOL OF BUSINESS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,830,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRUCEMORE | ||||||
| 2160 LINDEN DR SE | CEDAR RAPIDS | IA | 52404 | PC | CAPITAL PRESERVATION | $3,180,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF THE CEDAR RAPIDS METROPOLITAN AREA | ||||||
| 207 SEVENTH AVENUE SE | CEDAR RAPIDS | IA | 52401 | PC | NEW BUILDING IN MARION, IOWA | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,180,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,939,742 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,752,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,692,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,692,757 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,668 | Amt |
| Net Investment Income | $24,668 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $21,794,643 | EOYBookValueAmt |
| EOYFMV | $21,794,643 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE EQUITY SECURITIES | StockNm |
| EOY Book Value | $75,241,492 | EOYBookValueAmt |
| EOYFMV | $75,241,492 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $15,880,826 | BookValueAmt |
| EOYFMV | $15,880,826 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,809 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,809 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $21,547 | $20,739 | $808 |
| SUBSCRIPTIONS | $240 | $223 | $17 |
| OFFICE EXPENSES | $13,612 | $12,659 | $953 |
| MEMBERSHIPS | $775 | $0 | $775 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $13,508,512 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $515,880 | Amt |
| Net Investment Income | $515,880 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $48,753 | $0 | $0 |
| PAYROLL TAXES | $18,908 | $14,181 | $5,789 |
| OTHER TAXES | $5,320 | $5,320 | $0 |