Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
CEDAR RAPIDS
State or province
IA
Country  
ZIP or foreign postal code
52401
A Employer identification number

42-6057097
B Telephone number (see instructions)

3193629079
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$143,800,388J 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 .................
3 Interest on savings and temporary cash investments 11,356 11,356  
4 Dividends and interest from securities... 4,787,909 4,440,819  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,991,989
b Gross sales price for all assets on line 6a 10,836,696
7 Capital gain net income (from Part IV, line 2)... 2,038,682
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)....... Click to see attachment
List of Attached Documents:
// Content
68,285 50,525  
12 Total. Add lines 1 through 11........ 6,859,539 6,541,382  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 159,831 0   159,831
14 Other employee salaries and wages...... 113,809 0   113,809
15 Pension plans, employee benefits....... 41,926 0   41,926
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,298 0   39,298
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
352,423 287,352   0
17 Interest............... 4,165 4,165   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
86,764 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,077 0   17,077
21 Travel, conferences, and meetings....... 2,559 0   2,559
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
256,322 7,868   19,016
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,074,174 299,385   393,516
25 Contributions, gifts, grants paid....... 3,049,000 5,566,334
26 Total expenses and disbursements. Add lines 24 and 25 ................ 4,123,174 299,385   5,959,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,736,365
b Net investment income (if negative, enter -0-) 6,241,997
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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 36,496 36,496
2 Savings and temporary cash investments......... 676,599 922,011 922,011
3 Accounts receivable 279,878
Less: allowance for doubtful accounts   157,895 279,878 279,878
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   7,079 7,079
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 83,804,934 Click to see attachment
List of Attached Documents:
// Content
95,106,104 		95,106,104
c Investments—corporate bonds (attach schedule)....... 34,179,591 Click to see attachment
List of Attached Documents:
// Content
35,220,401 		35,220,401
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,633,224 Click to see attachment
List of Attached Documents:
// Content
12,228,419 		12,228,419
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 128,465,445 143,800,388 143,800,388
Liabilities 17 Accounts payable and accrued expenses.......... 57,558 53,417
18 Grants payable................. 10,333,334 7,816,000
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 ) Click to see attachment
List of Attached Documents:
// Content
8,757 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 10,399,649 7,869,417
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 118,065,796 135,930,971
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 118,065,796 135,930,971
30 Total liabilities and net assets/fund balances (see instructions). 128,465,445 143,800,388
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
118,065,796
2
Enter amount from Part I, line 27a .....................
2
2,736,365
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
15,128,810
4
Add lines 1, 2, and 3 ..........................
4
135,930,971
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
135,930,971
Form 990-PF (2025)
Form 990-PF (2025)
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 GAIN P 2024-09-01 2025-12-31
c LP EIN: 98-1670510 - REALIZED LOSS P 2024-01-31 2025-12-31
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 10,814,560   8,798,014 2,016,546
b 22,136     22,136
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       2,016,546
b       22,136
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 2,038,682
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 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 86,764
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 86,764
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 86,764
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 93,843
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,200
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 112,043
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 25,279
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax25,279 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
IA
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 2025 or the taxable year beginning in 2025? 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 addressWWW.HALLPERRINE.ORG
14
The books are in care ofJULIE L JOHNSON Telephone no. (319) 362-9079

Located at222 THIRD AVE SE 400CEDAR RAPIDSIA ZIP+452401
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 PRESIDENT
30.00 		159,831 10,697 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
JACK B EVANS CHAIR OF THE BOARD
10.00 		0 6,220 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
DARREL A MORF VICE CHAIR - PASSED JUL 2025
1.00 		0 0 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
LURA E MCBRIDE VICE CHAIR
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
DIANA LEDFORD 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
DAVID B MULLER MD 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
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 		99,746 3,625 0
222 THIRD AVE SE
CEDAR RAPIDS,IA52401
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
MARQUETTE ASSOCIATES INVESTMENT MGMT. FEES 180,834
600 WILLOWBROOK LN STE 610
WEST CHESTER,PA19382
THE CARLYLE GROUP INVESTMENT MGMT. FEES 65,071
1001 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
FIFTH THIRD BANK INVESTMENT MGMT. FEES 55,601
38 FOUNTAIN SQUARE PLAZA
CINCINNATI,OH45202
IFM GLOBAL INFRASTRUCTURE INVESTMENT MGMT. FEES 50,917
CRICKET SQ HUTCHINS DR
GRAND CAYMAN   KY1-1111
CJ
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
125,606,036
b
Average of monthly cash balances.......................
1b
1,273,688
c
Fair market value of all other assets (see instructions)................
1c
12,441,869
d
Total (add lines 1a, 1b, and 1c).......................
1d
139,321,593
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
139,321,593
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,089,824
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
137,231,769
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
6,861,588
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
6,861,588
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
86,764
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
86,764
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,774,824
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,774,824
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
6,774,824
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, line 26, column (d) ..........
1a
5,959,850
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
5,959,850
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 6,774,824
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 2,043,539
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 5,959,850
a Applied to 2024, but not more than line 2a 2,043,539
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 2025 distributable amount..... 3,916,311
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		2,858,513
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JULIE L JOHNSON PRESIDENT
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 (2025)
Form 990-PF (2025)
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

BRUCEMORE INC

2160 LINDEN DR SE
CEDAR RAPIDS,IA52403 		    CAPITAL PRESERVATION 750,000

CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION

450 5TH AVE SE
CEDAR RAPIDS,IA52401 		    WESTSIDE PUBLIC LIBRARY BUILDING 500,000

CHRIST EPISCOPAL CHURCH

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

CITY OF CEDAR RAPIDS

101 FIRST ST SE
CEDAR RAPIDS,IA52401 		    CONNECTCR PROJECT 500,000

CORNELL COLLEGE

600 FIRST ST SW
MOUNT VERNON,IA52314 		    SMALL SPORT CENTER EXPANSION/RENOVATIONS 333,334

EASTERN IOWA ARTS ACADEMY

2630 B AVE NE
CEDAR RAPIDS,IA52402 		    RENOVATION OF BUILDING 150,000

FIRST PRESBYTERIAN CHURCH

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

HOOVER PRESIDENTIAL FOUNDATION

PO BOX 696
WEST BRANCH,IA52358 		    REDESIGN OF MUSEUM 260,000

HORIZONS

PO BOX 667
CEDAR RAPIDS,IA52406 		    CENTER FOR OLDER ADULTS 250,000

IOWA ART WORKS INC

329 10TH AVE SE STE 117
CEDAR RAPIDS,IA52401 		    KILN RENEWAL PROJECT 15,000

LEGION ARTS

1103 3RD ST SE
CEDAR RAPIDS,IA52401 		    PRODUCTION EQUIPMENT 75,000

MERCY MEDICAL CENTER

701 10TH ST SE
CEDAR RAPIDS,IA52403 		    HALLMAR VILLAGE $200,000; HALL RADIATION CENTER EQUIPMENT $500,000 700,000

SAVE CEDAR RAPIDS HERITAGE

606 5TH AVE SE
CEDAR RAPIDS,IA52401 		    BUILDING PURCHASE 100,000

ST LUKE'S FOUNDATION

810 1ST AVE NE 2ND FLR
CEDAR RAPIDS,IA52402 		    ABBE CENTER - NEW LOCATION AND REMODELING 300,000

ST PAUL'S UNITED METHODIST CHURCH

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

TANAGER PLACE

2309 C ST SW
CEDAR RAPIDS,IA52404 		    THERAPEUTIC CHILDCARE 50,000

TEMPLE JUDAH

3221 LINDSAY LN SE
CEDAR RAPIDS,IA52403 		    OPERATIONAL SUPPORT 2,000

THEATRE CEDAR RAPIDS

102 3RD ST SE
CEDAR RAPIDS,IA52401 		    RENOVATION OF BUILDING 400,000

TREES FOREVER

80 W 8TH AVE
MARION,IA52302 		    REPLANTING TREES 300,000

UNITED WAY OF EAST CENTRAL IOWA

1030 5TH AVE SE 100
CEDAR RAPIDS,IA52403 		    ANNUAL CAMPAIGN 575,000

WAYPOINT

318 5TH ST SE
CEDAR RAPIDS,IA52401 		    RENOVATION OF BUILDING 300,000
Total ................................. 3a 5,566,334
bApproved for future payment

CHRIST EPISCOPAL CHURCH
220 40TH ST NE
CEDAR RAPIDS,IA52402 		    OPERATIONAL SUPPORT 4,000

FIRST PRESBYTERIAN CHURCH
310 5TH ST SE
CEDAR RAPIDS,IA52401 		    OPERATIONAL SUPPORT 4,000

HORIZONS
PO BOX 667
CEDAR RAPIDS,IA52406 		    CENTER FOR OLDER ADULTS 500,000

ST LUKE'S FOUNDATION
810 1ST AVE NE 2ND FLR
CEDAR RAPIDS,IA52402 		    ABBE CENTER - NEW LOCATION AND REMODELING 400,000

ST PAUL'S UNITED METHODIST CHURCH
1340 3RD AVE SE
CEDAR RAPIDS,IA52403 		    OPERATIONAL SUPPORT 4,000

TANAGER PLACE
2309 C ST SW
CEDAR RAPIDS,IA52404 		    THERAPEUTIC CHILDCARE 100,000

TEMPLE JUDAH
3221 LINDSAY LN SE
CEDAR RAPIDS,IA52403 		    OPERATIONAL SUPPORT 4,000

WAYPOINT
318 5TH ST SE
CEDAR RAPIDS,IA52401 		    RENOVATION OF BUILDING 200,000
Total ................................. 3b 1,216,000
Form 990-PF (2025)
Form 990-PF (2025)
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 11,356  
4 Dividends and interest from securities ....     14 4,787,909  
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 68,285  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,991,989  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 6,859,539 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,859,539
(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 (2025)
Form 990-PF (2025)
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) 811 IOWA COUNCIL OF FOUNDATIONS MEMBERSHIP DUES AS REQUIRED COMMUNITY ENGAGEMENT
1b(6) 600 ROTARY INTERNATIONAL CEDAR RAPIDS 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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 39,298 0   39,298

TY 2025 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 335265.211SH 35,220,401 35,220,401

TY 2025 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 630SH 52,158 52,158
ACI WORLDWIDE INC 1502SH 71,811 71,811
ADVANCED ENERGY INDS INC 506SH 105,941 105,941
AGILYSYS INC 959SH 113,968 113,968
ALLEGIANT TRAVEL CO 397SH 33,852 33,852
ALLEGRO MICROSYSTEMS INC 1853SH 48,882 48,882
AMERIS BANCORP 1289SH 95,734 95,734
APPLIED INDUSTRIAL TECHNOLOGIES 321SH 82,423 82,423
APTARGROUP INC 259SH 31,588 31,588
AZENTA INC. 1828SH 60,799 60,799
BADGER METER INC 157SH 27,382 27,382
BATH & BODY WKS INC 949SH 19,056 19,056
BIO-TECHNE CORP 1289SH 75,806 75,806
BLACKLINE INC 609SH 33,672 33,672
CACI INTL INC 132SH 70,331 70,331
CADENCE BANK 2198SH 94,162 94,162
CAPRI HOLDINGS LIMITED SHS 679SH 16,568 16,568
CASELLA WASTE SYSTEM INC 855SH 83,739 83,739
CASEYS GEN STORES INC 110SH 60,798 60,798
CCC INTELLIGENT SOLUTIONS 4062SH 32,293 32,293
CHEMED CORP 73SH 31,234 31,234
CHORD ENERGY CORPORATION 472SH 43,754 43,754
CHURCHILL DOWNS INC 581SH 66,106 66,106
COLUMBUS MCKINNON CORP N Y 1371SH 23,650 23,650
CRANE CO NEW 530SH 97,748 97,748
CRANE NXT, CO 1092SH 51,400 51,400
DESCARTES SYS GROUP INC 922SH 80,823 80,823
DODGE & COX FDS GLOBAL STK FD 381218.539SH 6,027,065 6,027,065
EAGLE MATERIALS INC-A 328SH 67,791 67,791
ELEMENT SOLUTIONS INC 4118SH 102,909 102,909
ENCOMPASS HEALTH CORPORATION COM 481SH 51,053 51,053
ENPRO, INC 568SH 121,626 121,626
ENSIGN GROUP INC 714SH 124,379 124,379
FIDELITY 500 INDEX FD 146789.847SH 34,894,882 34,894,882
FIDELITY INTERNATIONAL INDEX FUND 343670.863SH 20,895,188 20,895,188
FIDELITY MID CAP INDEX INSTL 271191.931SH 10,015,118 10,015,118
FIRST INDL RLTY TR INC 1150SH 65,861 65,861
FLOWSERVE CORP 1449SH 100,532 100,532
FOX FACTORY HLDG CORP 855SH 14,629 14,629
GENTHERM INC 1578SH 57,392 57,392
GILDAN ACTIVEWEAR INC 1493SH 93,253 93,253
GLACIER BANCORP INC 1838SH 80,964 80,964
GLOBUS MEDICAL INC 1001SH 87,397 87,397
GRIFFON CORP 611SH 45,000 45,000
HALOZYME THERAPEUTICS INC 859SH 57,811 57,811
HUB GROUP INC 1386SH 59,057 59,057
INGEVITY CORP 1543SH 91,315 91,315
INSULET CORP 285SH 81,008 81,008
IRHYTHM TECHNOLOGIES INC 390SH 69,202 69,202
ITT INC COM 517SH 89,705 89,705
JAMES HARDIN INDS PLC 1135SH 23,551 23,551
KBR INC 943SH 37,909 37,909
LATTICE SEMICONDUCTOR CORP COM 1035SH 76,155 76,155
LEMAITRE VASCULAR INC 607SH 49,228 49,228
LITTELFUSE INC 344SH 87,004 87,004
M/A-COM TECHNOLOGY SOLUTIONS 485SH 83,071 83,071
MADDEN STEVEN LTD 1443SH 60,087 60,087
MATADOR RES CO 1729SH 73,379 73,379
MATERION CORP 720SH 89,510 89,510
MFS BLENDED RESEARCH EMRG MKTS 326863.922SH 5,877,013 5,877,013
MODINE MFG CO 399SH 53,270 53,270
MOOG INC 374SH 91,088 91,088
NEW PERSPECTIVE FD INC 83921.448SH 5,926,533 5,926,533
ONTO INNOVATION INC 335SH 52,883 52,883
PAR TECHNOLOGY CORP 1299SH 47,128 47,128
PROCORE TECHNOLOGIES INC 1076SH 78,268 78,268
Q2 HOLDINGS INC 673SH 48,564 48,564
RBC BEARINGS INC 333SH 149,327 149,327
REGAL REXNORD CORPORATION 193SH 27,082 27,082
REPLIGEN CORP COMMON 469SH 76,850 76,850
REV GROUP INC 814SH 49,499 49,499
RUSH ENTERPRISES INC 1379SH 74,383 74,383
SEACOAST BKG CORP FLA 2584SH 81,189 81,189
SILGAN HLDGS INC 1673SH 67,539 67,539
SIMPSON MFG INC 306SH 49,410 49,410
SOUTH STATE CORP 1092SH 102,768 102,768
SPX TECHNOLOGIES INC 268SH 53,616 53,616
STAG INDL INC 1783SH 65,543 65,543
STANDEX INTL CORP 303SH 65,836 65,836
TEXAS ROADHOUSE INC 425SH 70,550 70,550
TRANSAMERICA INTL SMALLCAP VALUE 344372.612SH 6,043,739 6,043,739
UFP INDUSTRIES INC 386SH 35,145 35,145
UNITED BANKSHARES INC W VA 2063SH 79,219 79,219
UNITED COMMUNITY BANKS GA 2015SH 62,908 62,908
UNIVERSAL DISPLAY CORP 555SH 64,813 64,813
VALMONT INDUSTRIES INC 301SH 121,098 121,098
VERACYTE INC 1691SH 71,191 71,191
VERICEL CORP 1137SH 40,943 40,943

TY 2025 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 4609SH FMV 5,257,502 5,257,502
IFM GLOBAL INFRASTRUCTURE (OFFSHORE) LP CLASS A 6759252.11SH FMV 6,970,917 6,970,917

TY 2025 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
BANK FEES 40 40   0
INSURANCE 7,507 0   7,507
MEMBERSHIPS 1,411 0   1,411
OFFICE EXPENSES 9,163 0   9,163
SUBSCRIPTIONS 935 0   935
OTHER INVESTMENT EXPENSES 229,707 269   0
LP EIN: 98-1670510 - OTHER INVESTMENT INCOME 7,559 7,559   0


TY 2025 OtherIncomeSchedule2
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SETTLEMENT DISTRIBUTIONS 510 510 510
ROYALTIES 42,552 42,552 42,552
LP EIN: 98-1670510 - OTHER INVESTMENT INCOME 17,760 0 17,760
LP EIN: 98-1032513 - OTHER INVESTMENT INCOME 242 242 242
LP EIN: 98-1032513 - REBATE 7,221 7,221 7,221


TY 2025 OtherIncreasesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Description Amount
UNREALIZED GAIN 15,128,810


TY 2025 OtherLiabilitiesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE 8,757 0


TY 2025 OtherProfessionalFeesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 352,423 287,352   0


TY 2025 TaxesSchedule
Name:
THE HALL-PERRINE FOUNDATION
EIN:
42-6057097
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 86,764 0   0