CEDAR RAPIDS, IA
Hall-Perrine Foundation
Quick Facts
- EIN
- 426057097
- Location
- CEDAR RAPIDS, IA
- Category
- General
- Total Assets
- $128.5M
- Annual Income
- $15.9M
- IRS Ruling Year
- 1957
- Organization Type
- Corporation
- Tax Deductibility
- Contributions are deductible
About This Foundation
Hall-Perrine Foundation is a private corporation based in CEDAR RAPIDS, IA. The foundation received its IRS ruling in 1957. It holds total assets of $128.5M. Annual income is reported at $15.9M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$2.5M
2023-80%
Total Assets
$121.6M
2023+5%
Fair Market Value
$121.6M
2023
Net Worth
$111.3M
2023
Grants Paid
$1.3M
2023
Contributions
$0
2023
Net Investment Income
$25M
2023
Distribution Amount
$5.5M
2023
Total Giving by Year
$2.7M
11$6.1M
12$7.3M
13$5.8M
14$5.4M
15$10.7M
19$5.8M
20$7.9M
21$12.9M
22$2.5M
23Asset Growth
$106.1M
11$110M
12$115.1M
13$115.9M
14$108M
15$117.6M
19$128M
20$140.6M
21$115.9M
22$121.6M
23Investment Portfolio (2023)
Total: $114.6M
Corporate Stock: $78.6M
Corporate Bonds: $36M
Corporate Stock (69%)
Corporate Bonds (31%)
Expense Breakdown (2023)
Grants Paid$1.3M
Officer Compensation$175K
Pension & Benefits$40K
Accounting Fees$28K
Occupancy$26K
Depreciation$10K
Legal Fees$2K
Revenue Sources (2023)
- Capital Gains (Net)
- $21.9M
- Dividends
- $3.9M
- Other Income
- $545
- Interest
- $11
Financial Details (2023)
- Total Revenue
- $25.8M
- Total Expenses
- $2.5M
- Exempt Purpose Expenses
- $5.8M
- Required Distribution
- $5.5M
- Undistributed Income
- $1.9M
- Grants Approved (Future)
- $250K
- Total Liabilities
- $10.3M
- Excise Tax
- $348K
- Tax Due
- $66K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$12.1M
Average Grant
$242K
Median Grant
$100K
Total Giving by Year
$1M (1 grants)
20$5.5M (22 grants)
21$5.6M (27 grants)
23Grant Range
Min$1K
Max$1M
Median: $100K
Smallest grantLargest grant
Openness to New Grantees (2023)
59%
of 2023 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IA: $12.1M (50)
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
IA$12.1M (50)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Brucemore IncCAPITAL PRESERVATION | Cedar Rapids, IA | $1M | 2023 |
| Mercy Medical CenterHALL RADIATION CENTER EQUIPMENT $500,000; HALLMAR VILLAGE - BUILDING $200,000 | Cedar Rapids, IA | $700K | 2023 |
| United Way Of East Central IowaANNUAL CAMPAIGN | Cedar Rapids, IA | $550K | 2023 |
| City Of Cedar RapidsCONNECTCR PROJECT | Cedar Rapids, IA | $500K | 2023 |
| Boys & Girls Clubs Of The CorridorNEW SOUTH UNIT BUILDING | Cedar Rapids, IA | $500K | 2023 |
| Trees ForeverREPLANTING TREES $300,000; HEADQUARTER IMPROVEMENTS $58,333 | Marion, IA | $358K | 2023 |
| Cornell CollegeSMALL SPORT CENTER EXPANSION/RENOVATIONS | Mount Vernon, IA | $333K | 2023 |
| African American Museum Of IowaCAPITAL RENOVATION | Cedar Rapids, IA | $250K | 2023 |
| Tanager PlaceCAMP TANAGER RENOVATIONS | Cedar Rapids, IA | $250K | 2023 |
| Coe CollegeCENTER FOR HEALTH & SOCIETY BLDG. | Cedar Rapids, IA | $233K | 2023 |
| Foundation 2 Crisis ServicesBUILDING PURCHASE & RENOVATION | Cedar Rapids, IA | $200K | 2023 |
| City Of MarionNEW MARION PUBLIC LIBRARY | Marion, IA | $167K | 2023 |
| Cedar Rapids Symphonyorchestra IowaOPERATIONAL SUPPORT | Cedar Rapids, IA | $100K | 2023 |
| Eastern Iowa Health CenterNEW DENTAL HEALTH CENTER | Cedar Rapids, IA | $100K | 2023 |
| St Luke'S FoundationAQUATIC THERAPY EQUIPMENT | Cedar Rapids, IA | $96K | 2023 |
| Monarch Research ProjectREPLANTING TREES - DERECHO | Marion, IA | $75K | 2023 |
| Affordable Housing Network IncHUMAN SERVICES TOTAL | Cedar Rapids, IA | $50K | 2023 |
| The History CenterPROPERTY UPGRADES | Cedar Rapids, IA | $44K | 2023 |
| Amana Heritage SocietyMUSEUM RENOVATION | Amana, IA | $28K | 2023 |
| Miracles In MotionSTABLE CONSTRUCTION | Swisher, IA | $25K | 2023 |
| Linn Area Mountain Bike AssnSINGLETRACK TRAIL EXTENSION | Cedar Rapids, IA | $22K | 2023 |
| Cedar Rapids OperaPROJECTION EQUIPMENT | Cedar Rapids, IA | $20K | 2023 |
| Junior Achievement Of East Central IowaOPERATIONAL SUPPORT | Cedar Rapids, IA | $14K | 2023 |
| St Paul'S United Methodist ChurchOPERATIONAL SUPPORT | Cedar Rapids, IA | $2K | 2023 |
| Temple JudahOPERATIONAL SUPPORT | Cedar Rapids, IA | $2K | 2023 |
| First Presbyterian ChurchOPERATIONAL SUPPORT | Cedar Rapids, IA | $2K | 2023 |
| Christ Episcopal ChurchOPERATIONAL SUPPORT | Cedar Rapids, IA | $2K | 2023 |
| BrucemoreCAPITAL PRESERVATION | Cedar Rapids, IA | $1M | 2021 |
| YmcaMARION-NEW BUILDING | Cedar Rapids, IA | $1M | 2021 |
| Mercy Medical CenterHALL RADIATION CENTER EQUIPMENT $500,000, HALLMAR VILLAGE CONSTRUCTION AND RENOVATION $200,000 | Cedar Rapids, IA | $700K | 2021 |
| United Way Of East Central IowaANNUAL CAMPAIGN | Cedar Rapids, IA | $561K | 2021 |
| WaypointBUILDING UPGRADES | Cedar Rapids, IA | $500K | 2021 |
| Willis Dady Homeless ServicesBUILDING PURCHASE/RENOVATION | Cedar Rapids, IA | $267K | 2021 |
| Tanager PlaceCAMP TANAGER RENOVATION | Cedar Rapids, IA | $250K | 2021 |
| Coe CollegeHEALTH & SOCIETY CENTER | Cedar Rapids, IA | $233K | 2021 |
| Cedar Valley Humane SocietyRENOVATION/EXPANSION FACILITY | Cedar Rapids, IA | $230K | 2021 |
| His Hands Free ClinicBUILDING PURCHASE/RENOVATION | Cedar Rapids, IA | $180K | 2021 |
| City Of MarionNEW LIBRARY | Marion, IA | $167K | 2021 |
| Cedar Rapids Symphonyorchestra IowaOPERATING ANNUAL INCOME | Cedar Rapids, IA | $75K | 2021 |
| Matthew 25HOSMER BUILDING RENOVATION | Cedar Rapids, IA | $73K | 2021 |
| Families Helping FamiliesBUILDING PURCHASE | Cedar Rapids, IA | $72K | 2021 |
| Trees ForeverHEADQUARTERS IMPROVEMENTS | Marion, IA | $58K | 2021 |
| Affordable Housing NetworkWELLINGTON HEIGHTS - REHABILITATION OF 15 HOMES | Cedar Rapids, IA | $50K | 2021 |
| Junior Achievement Of Eastern IowaOPERATIONAL SUPPORT | Cedar Rapids, IA | $28K | 2021 |
| Linn Area Mountian Bike AssnSINGLE TRACK EXTENSION | Cedar Rapids, IA | $22K | 2021 |
| Temple JudahOPERATIONAL SUPPORT | Cedar Rapids, IA | $1K | 2021 |
| Christ Episcopal ChurchOPERATIONAL SUPPORT | Cedar Rapids, IA | $1K | 2021 |
| First Presbyterian ChurchOPERATIONAL SUPPORT | Cedar Rapids, IA | $1K | 2021 |
| St Paul'S United Methodist ChurchOPERATIONAL SUPPORT | Cedar Rapids, IA | $1K | 2021 |
| YmcaMARION-NEW BUILDING | Cedar Rapids, IA | $1M | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica