Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE HALL-PERRINE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)222 THIRD AVE SE 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CEDAR RAPIDS, IA52401
A Employer identification number

42-6057097
B Telephone number (see instructions)

(319) 362-9079
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$128,465,445
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,110 2,110  
4 Dividends and interest from securities... 4,388,689 4,143,048  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,383,290
b Gross sales price for all assets on line 6a 11,478,379
7 Capital gain net income (from Part IV, line 2)... 1,382,781
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 18,887 3,657  
12 Total. Add lines 1 through 11........ 5,792,976 5,531,596  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 156,177 8,768   147,409
14 Other employee salaries and wages...... 90,089 0   90,089
15 Pension plans, employee benefits....... 38,826 5,788   33,038
16a Legal fees (attach schedule)......... 490 0   490
b Accounting fees (attach schedule)....... 21,748 0   21,748
c Other professional fees (attach schedule).... 313,119 285,346   0
17 Interest............... 1,416 1,416   0
18 Taxes (attach schedule) (see instructions)... 72,657 0   0
19 Depreciation (attach schedule) and depletion... 9,813 0  
20 Occupancy.............. 26,478 0   26,478
21 Travel, conferences, and meetings....... 1,954 0   1,954
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 134,869 3,143   28,181
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 867,636 304,461   349,387
25 Contributions, gifts, grants paid....... 6,108,000 5,906,333
26 Total expenses and disbursements. Add lines 24 and 25 6,975,636 304,461   6,255,720
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,182,660
b Net investment income (if negative, enter -0-) 5,227,135
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   13,202 13,202
2 Savings and temporary cash investments......... 6,549,584 676,599 676,599
3 Accounts receivable right arrow157,895
Less: allowance for doubtful accounts right arrow   370,557 157,895 157,895
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 78,600,938 Click to see attachment
List of Attached Documents:
// Content
83,804,934
83,804,934
c Investments—corporate bonds (attach schedule)....... 36,029,034 Click to see attachment
List of Attached Documents:
// Content
34,179,591
34,179,591
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment
List of Attached Documents:
// Content
9,633,224
9,633,224
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow   9,813 0 0
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 121,559,926 128,465,445 128,465,445
Liabilities 17 Accounts payable and accrued expenses.......... 57,460 57,558
18 Grants payable................. 10,131,667 10,333,334
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
66,454
Click to see attachment
List of Attached Documents:
// Content
8,757
23 Total liabilities (add lines 17 through 22)......... 10,255,581 10,399,649
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 111,304,345 118,065,796
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 111,304,345 118,065,796
30 Total liabilities and net assets/fund balances (see instructions). 121,559,926 128,465,445
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
111,304,345
2
Enter amount from Part I, line 27a .....................
2
-1,182,660
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,944,111
4
Add lines 1, 2, and 3 ..........................
4
118,065,796
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
118,065,796
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b LP EIN: 98-1032513 - REALIZED LOSS P 2024-09-01 2024-12-31
c LP EIN: 98-1670510 - REALIZED GAIN P 2024-01-31 2024-12-31
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,478,379   10,094,081 1,384,298
b     1,517 -1,517
c       0
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,384,298
b       -1,517
c       0
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,382,781
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 72,657
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 72,657
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 72,657
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 63,900
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 108,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 36,243
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow36,243 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.HALLPERRINE.ORG
14
The books are in care ofright arrowJULIE L JOHNSON Telephone no.right arrow (319) 362-9079

Located atright arrow222 THIRD AVE SE 400CEDAR RAPIDSIA ZIP+4right arrow52401
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JULIE L JOHNSON EXECUTIVE DIRECTOR
30.00
144,486 9,888 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
JACK B EVANS CHAIR OF THE BOARD
10.00
11,691 6,440 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
DARREL A MORF VICE PRESIDENT
1.00
0 0 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
CHARLES M PETERS TREASURER
1.00
0 0 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
JENNY L SCHULZ SECRETARY
1.00
0 0 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
KATHY E ENO DIRECTOR
1.00
0 0 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
LURA E MCBRIDE DIRECTOR
1.00
0 0 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
DAVID B MULLER MD DIRECTOR
1.00
0 0 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
IRIS E MUCHMORE DIRECTOR
1.00
0 0 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
RUE H PATEL DIRECTOR
1.00
0 0 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
DIANA LEDFORD DIRECTOR
1.00
0 0 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
KRISTIN C NOVAK PROGRAM OFFICER/ASSI
30.00
90,089 3,338 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
FIFTH THIRD BANK INVESTMENT MGMT. FEES 197,027
38 FOUNTAIN SQUARE PLAZA
CINCINNATI,OH45202
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
120,859,399
b
Average of monthly cash balances.......................
1b
4,780,877
c
Fair market value of all other assets (see instructions)................
1c
5,238,912
d
Total (add lines 1a, b, and c).........................
1d
130,879,188
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
130,879,188
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,963,188
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
128,916,000
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,445,800
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
6,445,800
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
72,657
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
72,657
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,373,143
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,373,143
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,373,143
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
6,255,720
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,255,720
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 6,373,143
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,926,116
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,255,720
a Applied to 2023, but not more than line 2a 1,926,116
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 4,329,604
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
2,043,539
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JULIE L JOHNSON EXECUTIVE DIRECTOR
222 THIRD AVE SE STE 400
CEDAR RAPIDS,IA52401
(319) 362-9079
bThe form in which applications should be submitted and information and materials they should include:
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.
cAny submission deadlines:
NOT APPLICABLE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. GRANTS ARE ORDINARILY CONFINED TO NONPROFIT PUBLIC TAX-EXEMPT ORGANIZATIONS LOCATED IN LINN COUNTY, IOWA.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

AFRICAN AMERICAN MUSEUM OF IOWA

55 12TH AVENUE SE
CEDAR RAPIDS,IA52401
  PC CAPITAL RENOVATION 250,000

BOYS & GIRLS CLUBS OF THE CORRIDOR

420 6TH STREET SE SUITE 240
CEDAR RAPIDS,IA52401
  PC NEW SOUTH UNIT BUILDING 500,000

BRUCEMORE INC

2160 LINDEN DRIVE SE
CEDAR RAPIDS,IA52403
  PC CAPITAL PRESERVATION 750,000

CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION

450 5TH AVE SE
CEDAR RAPIDS,IA52401
  PC WESTSIDE PUBLIC LIBRARY BUILDING 400,000

CEDAR RAPIDS SYMPHONYORCHESTRA IOWA

119 3RD AVENUE SE
CEDAR RAPIDS,IA52401
  PC OPERATIONAL SUPPORT 40,000

CHRIST EPISCOPAL CHURCH

220 40TH STREET NE
CEDAR RAPIDS,IA52402
  PC OPERATIONAL SUPPORT 2,000

CITY OF CEDAR RAPIDS

101 FIRST STREET SE
CEDAR RAPIDS,IA52401
  GOV CONNECTCR PROJECT 500,000

CORNELL COLLEGE

600 FIRST STREET SW
MOUNT VERNON,IA52314
  PC SMALL SPORT CENTER EXPANSION/RENOVATIONS 333,333

EASTERN IOWA HEALTH CENTER

1030 4TH AVENUE SE
CEDAR RAPIDS,IA52403
  PC NEW DENTAL HEALTH CENTER 100,000

EASTERN IOWA HEALTH CENTER

1030 4TH AVENUE SE
CEDAR RAPIDS,IA52403
  PC IN-HOUSE PHARMACY REMODEL 300,000

FIRST PRESBYTERIAN CHURCH

310 5TH STREET SE
CEDAR RAPIDS,IA52401
  PC OPERATIONAL SUPPORT 2,000

HACAP

1328 2ND AVE SE
CEDAR RAPIDS,IA52405
  PC COLD STORAGE UNIT 100,000

HOOVER PRESIDENTIAL FOUNDATION

PO BOX 696
WEST BRANCH,IA52358
  PC REDESIGN OF MUSEUM 250,000

MERCY MEDICAL CENTER

701 10TH STREET SE
CEDAR RAPIDS,IA52403
  PC HALL RADIATION CENTER EQUIPMENT 500,000

MERCY MEDICAL CENTER

701 10TH STREET SE
CEDAR RAPIDS,IA52403
  PC HALLMAR VILLAGE 200,000

MONARCH RESEARCH PROJECT

4970 LAKESIDE ROAD
MARION,IA52302
  PC REPLANTING TREES 75,000

NEWBO CITY MARKET

1100 3RD ST SE
CEDAR RAPIDS,IA52401
  PC INTERIOR BUILDING EXPANSION 400,000

ST LUKE'S FOUNDATION

810 1ST AVENUE NE 2ND FLOOR
CEDAR RAPIDS,IA52402
  PC ABBE CENTER - NEW LOCATION AND REMODELING 300,000

ST PAUL'S UNITED METHODIST CHURCH

1340 3RD AVENUE SE
CEDAR RAPIDS,IA52403
  PC OPERATIONAL SUPPORT 2,000

TEMPLE JUDAH

3221 LINDSAY LANE SE
CEDAR RAPIDS,IA52403
  PC OPERATIONAL SUPPORT 2,000

TREES FOREVER

80 W 8TH AVENUE
MARION,IA52302
  PC REPLANTING TREES 300,000

UNITED WAY OF EAST CENTRAL IOWA

1030 5TH AVENUE SE 100
CEDAR RAPIDS,IA52403
  PC ANNUAL CAMPAIGN 600,000
Total .................................right arrow 3a 5,906,333
bApproved for future payment

BRUCEMORE INC
2160 LINDEN DRIVE SE
CEDAR RAPIDS,IA52403
  PC CAPITAL PRESERVATION 1,000,000

CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION
450 5TH AVE SE
CEDAR RAPIDS,IA52401
  PC WESTSIDE PUBLIC LIBRARY BUILDING 1,100,000

NEWBO CITY MARKET
1100 3RD ST SE
CEDAR RAPIDS,IA52401
  PC INTERIOR BUILDING EXPANSION 400,000

THEATRE CEDAR RAPIDS
102 3RD ST SE
CEDAR RAPIDS,IA52401
  PC RENOVATION OF BUILDING 1,500,000
Total ................................. right arrow 3b 4,000,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 2,110  
4 Dividends and interest from securities ....     14 4,388,689  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 18,877  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,383,290  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREFUND
    01 10  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,792,976 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,792,976
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
Yes
 
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1b(6) 575 ROTARY INTERNATIONAL CEDAR RAPIDS MEMBERSHIP DUES AS REQUIRED COMMUNITY ENGAGEMENT
1b(6) 1,000 CEDAR RAPIDS METRO ECONOMIC ALLIANCE MEMBERSHIP DUES AS REQUIRED COMMUNITY ENGAGEMENT
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 21,748 0   21,748

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Name of Bond End of Year Book Value End of Year Fair Market Value
BAIRD FDS INC INTER BD INSTL 328100.342SH 34,179,591 34,179,591

TY 2024 InvestmentsCorpStockSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Name of Stock End of Year Book Value End of Year Fair Market Value
AAR CORP 515SH 31,559 31,559
ADVANCED ENERGY INDS INC 554SH 64,059 64,059
AGILYSYS INC 648SH 85,348 85,348
ALLEGIANT TRAVEL CO 412SH 38,777 38,777
AMERIS BANCORP 1105SH 69,140 69,140
AZEK CO INC 803SH 38,118 38,118
AZENTA INC. 1107SH 55,350 55,350
BADGER METER INC 102SH 21,636 21,636
BERRY GLOBAL GROUP, INC 567SH 36,668 36,668
BIO-TECHNE CORP 1341SH 96,592 96,592
BLACKLINE INC 834SH 50,674 50,674
CACI INTL INC 138SH 55,760 55,760
CADENCE BANK 2172SH 74,825 74,825
CARLISLE COS INC 131SH 48,318 48,318
CASELLA WASTE SYSTEM INC 851SH 90,044 90,044
CASEYS GEN STORES INC 185SH 73,303 73,303
CCC INTELLIGENT SOLUTIONS 5016SH 58,838 58,838
CHEMED CORP 92SH 48,742 48,742
CHORD ENERGY CORPORATION 394SH 46,066 46,066
CHURCHILL DOWNS INC 562SH 75,049 75,049
CIVITAS RES INC 1199SH 54,998 54,998
COCA-COLA CONSOLIDATED, INC. 27SH 34,020 34,020
COLUMBUS MCKINNON CORP N Y 1611SH 59,994 59,994
CRANE CO NEW 594SH 90,139 90,139
CRANE NXT, CO 1050SH 61,131 61,131
DESCARTES SYS GROUP INC 1144SH 129,958 129,958
DODGE & COX FDS GLOBAL STK FD 363273.669SH 4,980,482 4,980,482
EAGLE MATERIALS INC-A 235SH 57,989 57,989
ELEMENT SOLUTIONS INC 3239SH 82,368 82,368
EMCOR GROUP INC 119SH 54,014 54,014
ENCOMPASS HEALTH CORPORATION COM 594SH 54,856 54,856
ENPRO, INC 556SH 95,882 95,882
ENSIGN GROUP INC 639SH 84,898 84,898
FIDELITY 500 INDEX FD 152743.605SH 17,755,900 17,755,900
FIDELITY INTERNATIONAL INDEX FUND 373493.893SH 31,188,717 31,188,717
FIDELITY MID CAP INDEX INSTL 268217.546SH 9,057,706 9,057,706
FIRST INDL RLTY TR INC 1137SH 56,998 56,998
FIVE9 INC 814SH 33,081 33,081
FOX FACTORY HLDG CORP 607SH 18,374 18,374
GENTEX CORP 1673SH 48,065 48,065
GILDAN ACTIVEWEAR INC 1590SH 74,809 74,809
GLACIER BANCORP INC 1366SH 68,601 68,601
GLOBANT S A COM 334SH 71,616 71,616
GLOBUS MEDICAL INC 1107SH 91,560 91,560
GRAPHIC PACKAGING HLDG CO 1438SH 39,056 39,056
GRIFFON CORP 1027SH 73,194 73,194
HALOZYME THERAPEUTICS INC 1126SH 53,834 53,834
HUB GROUP INC 1664SH 74,148 74,148
INGEVITY CORP 879SH 35,819 35,819
INSULET CORP 224SH 58,480 58,480
INTERPARFUMS, INC. 343SH 45,108 45,108
IRHYTHM TECHNOLOGIES INC 522SH 47,069 47,069
ITT INC COM 733SH 104,731 104,731
J & J SNACK FOODS CORP 198SH 30,716 30,716
KADANT INC 131SH 45,194 45,194
KBR INC 1235SH 71,544 71,544
LEMAITRE VASCULAR INC 426SH 39,252 39,252
LITTELFUSE INC 202SH 47,601 47,601
MADDEN STEVEN LTD 915SH 38,906 38,906
MATADOR RES CO 1709SH 96,148 96,148
MATERION CORP 606SH 59,921 59,921
MEDPACE HLDGS INC 94SH 31,230 31,230
MFS BLENDED RESEARCH EMRG MKTS 366821.593SH 5,054,801 5,054,801
MODINE MFG CO 363SH 42,083 42,083
NCINO INC NEW 1154SH 38,751 38,751
NEW PERSPECTIVE FD INC 86541.51SH 5,374,228 5,374,228
ONTO INNOVATION INC 250SH 41,668 41,668
Q2 HOLDINGS INC 876SH 88,169 88,169
RBC BEARINGS INC 311SH 93,033 93,033
REGAL REXNORD CORPORATION 307SH 47,625 47,625
REPLIGEN CORP COMMON 487SH 70,099 70,099
REV GROUP INC 2637SH 84,041 84,041
RUSH ENTERPRISES INC 1594SH 87,335 87,335
SEACOAST BKG CORP FLA 2473SH 68,082 68,082
SILGAN HLDGS INC 1762SH 91,712 91,712
SILICON LABORATORIES INC 322SH 39,999 39,999
SIMPSON MFG INC 256SH 42,452 42,452
SOUTH STATE CORP 936SH 93,113 93,113
SPX TECHNOLOGIES INC 380SH 55,298 55,298
STAG INDL INC 1709SH 57,798 57,798
SUMMIT MATLS INC 2085SH 105,501 105,501
TEXAS ROADHOUSE INC 496SH 89,493 89,493
TIMKEN CO 475SH 33,901 33,901
TRANSAMERICA INTL SMALLCAP VALUE 370372.512SH 5,200,030 5,200,030
UFP INDUSTRIES INC 426SH 47,989 47,989
UNITED BANKSHARES INC W VA 1672SH 62,784 62,784
UNITED COMMUNITY BANKS GA 1970SH 63,651 63,651
UNIVERSAL DISPLAY CORP 324SH 47,369 47,369
VALMONT INDUSTRIES INC 292SH 89,548 89,548
VERACYTE INC 1377SH 54,529 54,529
VERICEL CORP 787SH 43,214 43,214
WNS HLDGS LTD 837SH 39,665 39,665

TY 2024 InvestmentsOtherSchedule2
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CDL OFFSHORE FUND (LEVERED) FEEDER LP 2930.32SH FMV 3,355,257 3,355,257
IFM GLOBAL INFRASTRUCTURE (OFFSHORE) LP CLASS A 2SH FMV 6,277,967 6,277,967

TY 2024 LegalFeesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 490 0   490


TY 2024 OtherExpensesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 14,321 0   14,321
MEMBERSHIPS 2,363 0   2,363
OFFICE EXPENSES 10,766 0   10,766
SUBSCRIPTIONS 731 0   731
OTHER INVESTMENT EXPENSES 106,688 3,143   0


TY 2024 OtherIncomeSchedule2
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 18,877 3,657 18,877
REFUND 10   10


TY 2024 OtherIncreasesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Description Amount
UNREALIZED GAIN 7,944,111


TY 2024 OtherLiabilitiesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE 66,454 8,757


TY 2024 OtherProfessionalFeesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 313,119 285,346   0


TY 2024 TaxesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 72,657 0   0