Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
NEXTFIFTY INITIATIVE
 
Number and street (or P.O. box number if mail is not delivered to street address)2000 S COLORADO BLVD TOWER 1 5500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO802227900
A Employer identification number

26-2700185
B Telephone number (see instructions)

(303) 547-1800
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$264,860,664J 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 bullet.............
3 Interest on savings and temporary cash investments 2,809 2,809  
4 Dividends and interest from securities... 4,872,599 4,872,599  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,608,453
b Gross sales price for all assets on line 6a 50,744,794
7 Capital gain net income (from Part IV, line 2)... 14,608,453
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 80,150 0  
12 Total. Add lines 1 through 11........ 19,564,011 19,483,861  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 246,790 24,679   550,413
14 Other employee salaries and wages...... 956,555 0   685,505
15 Pension plans, employee benefits....... 213,109 0   173,537
16a Legal fees (attach schedule)......... Click to see attachment 15,606 0   15,606
b Accounting fees (attach schedule)....... Click to see attachment 47,270 0   47,270
c Other professional fees (attach schedule).... Click to see attachment 889,999 795,423   121,161
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 178,043 0   43
19 Depreciation (attach schedule) and depletion... 9,647 0  
20 Occupancy.............. 99,001 0   103,073
21 Travel, conferences, and meetings....... 23,875 0   23,875
22 Printing and publications.......... 1,918 0   2,085
23 Other expenses (attach schedule)....... Click to see attachment 197,880 924   216,928
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,879,693 821,026   1,939,496
25 Contributions, gifts, grants paid....... 11,995,544 12,047,928
26 Total expenses and disbursements. Add lines 24 and 25 14,875,237 821,026   13,987,424
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,688,774
b Net investment income (if negative, enter -0-) 18,662,835
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 272,559 185,597 185,597
2 Savings and temporary cash investments......... 606,990 4,721,762 4,721,762
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 16,119 67,868 67,868
10a Investments—U.S. and state government obligations (attach schedule) 24,567,918 Click to see attachment23,495,240 23,495,240
b Investments—corporate stock (attach schedule)....... 156,006,799 Click to see attachment157,316,757 157,316,757
c Investments—corporate bonds (attach schedule)....... 49,175,464 Click to see attachment53,880,018 53,880,018
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,930,861 Click to see attachment25,143,000 25,143,000
14 Land, buildings, and equipment: basis bullet91,209
Less: accumulated depreciation (attach schedule) bullet41,787 59,069 Click to see attachment49,422 49,422
15 Other assets (describe bullet) Click to see attachment1,000 Click to see attachment1,000 Click to see attachment1,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 239,636,779 264,860,664 264,860,664
Liabilities 17 Accounts payable and accrued expenses.......... 13,865  
18 Grants payable................. 1,336,225 1,208,841
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 bullet) Click to see attachment93,446 Click to see attachment114,499
23 Total liabilities (add lines 17 through 22)......... 1,443,536 1,323,340
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 238,193,243 263,537,324
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 238,193,243 263,537,324
30 Total liabilities and net assets/fund balances (see instructions). 239,636,779 264,860,664
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
238,193,243
2
Enter amount from Part I, line 27a .....................
2
4,688,774
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
20,655,307
4
Add lines 1, 2, and 3 ..........................
4
263,537,324
5
Decreases not included in line 2 (itemize) bullet
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
263,537,324
Form 990-PF (2021)
Form 990-PF (2021)
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 SALE OF PUBLICLY TRADED STOCK P    
b
c
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 50,744,794   36,136,341 14,608,453
b
c
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       14,608,453
b
c
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 14,608,453
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
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 Bullet 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)
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........................... 3 259,413
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- ..... 5 259,413
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 156,329
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 150,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 306,329
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 46,916
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet46,916 RefundedBullet 11 0
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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • By language in the governing instrument, or
  • 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)
    bulletCO
    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 2021 or the taxable year beginning in 2021? 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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    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 addressbulletWWW.NEXT50INITIATIVE.ORG
    14
    The books are in care ofbulletSU CHAE Telephone no.bullet (303) 547-1800

    Located atbullet2000 S COLORADO BLVD TOWER 1 SUITE5500DENVERCO ZIP+4bullet80222
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 bullet
    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
    ........bullet
    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 2021? .............
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 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.
    bullet20, 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 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    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)
    Yes
     
    (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
    Yes
     
    c
    .........bullet
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    DIANA MCFAIL PRESIDENT & CEO
    40.00     		222,370 24,420 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    BEN MOULTRIE CHAIR (THRU 12/21)
    1.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    MAUREEN HANRAHAN VICE CHAIR
    1.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    JOIE GLENN SECRETARY
    4.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    KRISTINE BURROWS DIRECTOR
    1.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    MOLLY WINK TREASURER
    1.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    MARCO CHAYET DIRECTOR
    1.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    JILL HIGHAM DIRECTOR (THRU 8/21)
    1.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    ERIC KUHN DIRECTOR
    1.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    DEBRA LAPPIN DIRECTOR
    1.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    ANDREW SELIG DIRECTOR
    1.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80246
    LYNN TAUSSIG DIRECTOR (THRU 12/21)
    1.00     		0 0 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    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
    SU CHAE DIRECTOR OF FINANCE
    40.00     		105,336 31,303 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    CHANDRA MATTHEWS JERGENSON DIRECTOR OF PROGRAMS
    40.00     		117,050 8,247 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    TIFFANY WELCH PROGRAM OPERATIONS O
    40.00     		97,034 5,907 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    THOMAS SNOWBARGER LEARNING & EVALUATIO
    40.00     		80,632 12,104 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    VIRGINIA DEL CASTILLO COMMUNITY ENGAGEMENT
    40.00     		67,879 11,520 0
    2000 S COLORADO BLVD TOWER 1 STE
    5500
    DENVER,CO80222
    Total number of other employees paid over $50,000...................bullet 4
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    GOLDMAN SACHS ADVISORS INVESTMENT ADVISORY 795,423
    200 WEST STREET
    NEW YORK,NY10282
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    250,266,372
    b
    Average of monthly cash balances.......................
    1b
    2,748,065
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    253,014,437
    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
    253,014,437
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,795,217
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    249,219,220
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    12,460,961
    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
    12,460,961
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    259,413
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    259,413
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,201,548
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    80,150
    5
    Add lines 3 and 4............................
    5
    12,281,698
    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
    12,281,698
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 12,281,698
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 9,862,968
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 13,987,424
    a Applied to 2020, but not more than line 2a 9,862,968
    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 2021 distributable amount..... 4,124,456
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		8,157,242
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 2021, enter the date of the ruling ....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ALL GRANT APPLICATIONS SHOULD BE CO
    AT WWWNEXTFIFTYINITIATIVEORG
    DENVER,CO80246
    (303) 547-1800
    INFO@NEXT50INITIATIVE.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    PLEASE SEE WWW.NEXTFIFTYINITIATIVE.ORG FOR DETAILS.
    cAny submission deadlines:
    NEXTFIFTY INITIATIVE WILL HAVE TWO GRANT APPLICATION CYCLES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PLEASE SEE WWW.NEXTFIFTYINITIATIVE.ORG FOR DETAILS
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    A LITTLE HELP
    2755 SOUTH LOCUST STREET SUITE 220
    DENVER,CO80222     		N/A PC A LITTLE HELP FOR OLDER ADULTS 175,000
    ADEO COLORADO (FORMERLY GREELEY CENTER FOR INDEPENDENCE)
    2780 28TH AVE
    GREELEY,CO80634     		N/A PC SOCIAL JUSTICE AT THE INTERSECTION OF AGE, DISABILITY AND RACE 100,000
    AGE WISE COLORADO
    PO BOX 102662
    DENVER,CO802502662     		N/A PC AUDIT 24,225
    AGEWISE
    PO BOX 102662
    DENVER,CO802502662     		N/A PC HIRE EXECUTIVE DIRECTOR 25,000
    ALOHA MEDICAL MISSION
    200 N VINEYARD BLVD B-120
    HONOLULU,HI96817     		N/A PC THE HONOLULU DENTAL CLINIC 10,000
    ALZHEIMER'S ASSOCIATION - CHICAGO
    225 N MICHIGAN AVE SUITE 1700
    CHICAGO,IL60601     		N/A PC IMPROVING THE LIVES OF OLDER ADULTS LIVING WITH ALZHEIMER'S AND DEMENTIA 100,000
    AMERICAN INDIAN SCIENCE AND ENGINEERING SOCIETY
    6321 RIVERSIDE PLAZA LN NW UNIT A
    ALBUQUERQUE,NM87120     		N/A PC GROWING OPPORTUNITIES FOR OLDER INDIGENOUS PROFESSIONALS 98,930
    ART WORKS STUDIO SCHOOL INC
    4800 RHODE ISLAND AVE SUITE 1
    HYATTSVILLE,MD20781     		N/A PC CREATIVE AGING 20,000
    ASPIRE 3D
    375 WEST 37TH STREET SUITE 200
    LOVELAND,CO80538     		N/A PC ASPIRE 3D-VIVE 25,000
    AUNT RITA'S FOUNDATION
    1101 N CENTRAL AVE SUITE 212
    PHOENIX,AZ85004     		N/A PC HIV AND AGING TRAINING FOR AGING SERVICE PROVIDERS 50,000
    BAYAUD ENTERPRISES
    333 WEST BAYAUD AVENUE
    DENVER,CO80223     		N/A PC BENEFITS NAVIGATION TRAINING PROJECT 90,000
    BELL POLICY CENTER
    303 E 17TH AVENUE SUITE 400
    DENVER,CO80203     		N/A PC 2021 GRANT 92,191
    BENT COUNTY HISTORICAL SOCIETY
    PO BOX 68
    LAS ANIMAS,CO81054     		N/A PC VEHICLE PURCHASE 15,000
    BLUE SAGE
    PO BOX 700
    PAONIA,CO814280700     		N/A PC ENGAGE: CULTURAL EVENT SERIES 55,840
    BOULDER ENSEMBLE THEATRE
    2590 WALNUT STREET SUITE 1
    BOULDER,CO80302     		N/A PC (INTER)GENERATIONS PLAYWRITING PROGRAM 20,000
    BROTHERS REDEVELOPMENT INC
    2250 EATON STREET SUITE B
    EDGEWATER,CO80214     		N/A PC AGING IN PLACE BILINGUAL SERVICES 65,000
    BROWARD HOUSING SOLUTIONS
    305 SE 18TH COURT
    FORT LAUDERDALE,FL33316     		N/A PC AFFORDABLE HOUSING FOR HOMELESS AND DISABLED OLDER ADULTS IN BROWARD COUNTY 32,000
    CAREGIVER CONNECTIONS
    PO BOX 9727
    AVON,CO81620     		N/A PC TECHNOLOGY UPGRADE 1,930
    CAREGIVER CONNECTIONS
    PO BOX 9727
    AVON,CO81620     		N/A PC DIGITAL TRAINING INITIATIVE FOR CAREGIVERS 9,194
    CARING FOR COLORADO
    1635 W 13TH AVE SUITE 303
    DENVER,CO80204     		N/A PC TOGETHER WE PROTECT VACCINE EQUITY 250,000
    CASTLE COUNTRY ASSISTED LIVING
    255 SOUTH VALLEY DRIVE
    CASTLE ROCK,CO80104     		N/A PC BUILD DECK 25,000
    CENTER FOR AFRICAN AMERICAN HEALTH
    3350 HUDSON STREET
    DENVER,CO80207     		N/A PC BLACK/AFRICAN AMERICAN OLDER ADULT WELLNESS 75,000
    CENTER FOR TRANSFORMATIVE ACTION
    PO BOX 760
    ITHACA,NY14851     		N/A PC TRANSFORMING AGING IN NYC WITH PLANT-POWERED NUTRITION 50,000
    CHAFFEE COUNTY PUBLIC HEALTH
    PO BOX 249
    SALIDA,CO81201     		N/A GOV AGING WELL CHAFFEE COUNTY 100,000
    CHATHAM COUNTY COUNCIL ON AGING
    PO BOX 715
    PITTSBORO,NC27312     		N/A PC EXPANDING OPTIONS FOR FAMILY CAREGIVER RESPITE 40,000
    CITY OF GUNNISON
    PO BOX 239
    GUNNISON,CO81230     		N/A GOV GRAD STUDENT ASSISTANCESHIP 17,912
    CITY OF LAKEWOOD
    480 SOUTH ALLICON PARKWAY
    LAKEWOOD,CO80226     		N/A GOV LAKEWOOD RIDES PROGRAM SUPPORT 72,000
    CITY OF LONGMONT
    350 KIMBARK STREET
    LONGMONT,CO80501     		N/A GOV FIRESTOPS FOR HOUSING PROPERTIES 15,000
    CITY OF PONTIAC THE
    47450 WOODWARD AVE
    PONTIAC,MI48342     		N/A GOV THE CITY OF PONTIACS OLDER ADULT ENRICHMENT 90,000
    CLLARO
    PO BOX 17932
    DENVER,CO802170932     		N/A PC CULTURALLY COMPETENT OUTREACH AND ASSISTANCE FOR LOW-INCOME LATINO OLDER ADULTS 125,000
    CO CROSS DISABILITY COALITION
    1385 SOUTH COLORADO BLVD SUITE
    610-A
    DENVER,CO80222     		N/A PC DEVELOP A COMPREHENSIVE EDUCATION & AWARENESS CAMPAIGN 200,000
    CO FUND FOR PEOPLE WITH DISABILITIES
    1355 SOUTH COLORADO BLVD NO 920
    DENVER,CO80222     		N/A PC REPRESENTATIVE PAYEE PROGRAM FOR OLDER ADULTS 25,000
    CO GERONTOLOGICAL SOCIETY
    1129 NORTH PENNSYLVANIA STREET
    DENVER,CO80203     		N/A PC MULTIGENERATIONAL FAMILY HOUSING COALITION 103,430
    COLORADO CENTER FOR AGING
    393 SOUTH OGDEN STREET
    DENVER,CO80209     		N/A PC REBRANDING CAMPAIGN 23,200
    COLORADO CENTER FOR AGING
    393 SOUTH OGDEN STREET
    DENVER,CO80209     		N/A PC HIRE EXECUTIVE DIRECTOR 25,000
    COLORADO CENTER FOR THE BLIND
    2233 WEST SHEPPERD AVENUE
    LITTLETON,CO80120     		N/A PC LOOP ASSISTIVE LISTENING SYSTEM 25,000
    COLORADO FUNDERS FOR INCLUSIVENESS AND EQUITY (COFIE)
    1031 33RD STREET SUITE 237
    DENVER,CO80205     		N/A PC 2021 GRANT 5,000
    COLORADO HEALTH NETWORK
    6260 EAST COLFAX AVENUE
    DENVER,CO80220     		N/A PC SUSTAINING THE HEALTHY AGING WELLNESS PROGRAM THAT ASSIST OLDER ADULTS WITH HIV 113,193
    COLORADO LATINO LEADERSHIP ADVOCACY & RESEARCH ORGANIZATION
    PO BOX 17932
    DENVER,CO802170932     		N/A PC BUILD CAPACITY TO SERVE MORE LOW-INCOME LATINO OLDER ADULTS 100,000
    COMING HOME CONNECTION
    418 CERRILLOS ROAD SUITE 27
    SANTA FE,NM87501     		N/A PC HEALTH NAVIGATOR - NEW HIRE 25,000
    COMMUNITY FOUNDATION SERVING SW CO
    PO BOX 1673
    DURANGO,CO81302     		N/A PC PINE RIVER SHARES - THRIVING IN PLACE: AGING IN PLACE IN THE PINE RIVER VALLEY 34,253
    CONSUMER TECHNOLOGY ASSOC
    1919 SOUTH EADS STREET
    ARLINGTON,VA22202     		N/A PC 2021 GRANT 10,000
    CRESTONE PEAK COMM HOUSING
    PO BOX 911
    CRESTONE,CO81131     		N/A PC BUILD MODULAR HOUSING FOR LOW INCOME 55+ 250,000
    CULPEPPER GARDEN
    4435 N PERSHING DRIVE
    ARLINGTON,VA22203     		N/A PC AFFORDABLE QUALITY LIVING FOR LOW-INCOME OLDER ADULTS 30,000
    DAYBREAK - AN ADULT DAY PROGRAM
    404 N STATE HIGHWAY 67
    WOODLAND PARK,CO80863     		N/A PC DAYBREAK TRANSPORTATION INITIATIVE 25,000
    DELTA HEALTH
    1501 EAST 3RD STREET
    DELTA,CO81416     		N/A PC REUSABLE PPE 24,780
    DEMENTIA-FRIENDLY COMMUNITIES OF NORTHERN COLORADO
    1540 MAIN STREET
    WINDSOR,CO80550     		N/A PC DEMENTIA TOGETHER--BECAUSE NO ONE HAS TO WALK THE JOURNEY ALONE 25,000
    DENTAL LIFELINE NETWORK
    1800 15TH STREET SUITE 100
    DENVER,CO80202     		N/A PC CARE COORDINATION OF DENTAL PROGRAM FOR OLDER ADULTS 33,000
    DENVER ASSET BUILDING COALITION
    2475 WEST 26TH AVENUE
    DENVER,CO80211     		N/A PC EXPANSION OF FREE TAX PREPARATION SERVICES FOR LOW INCOME OLDER ADULTS 20,000
    DENVER BRASS INC THE
    2253 N DOWNING STREET
    DENVER,CO80205     		N/A PC BRASS FOR THE SOUL 2021-22 SEASON 10,000
    DENVER VOICE
    989 SANTA FE DR
    DENVER,CO80204     		N/A PC VENDOR PROGRAM TARGETED SUPPORT 25,000
    DESERVING DENTAL
    2205 W 136TH AVE SUITE 106-159
    BROOMFIELD,CO80023     		N/A PC BRINGING BRIGHTER SMILES AND BETTER HEALTH OUTCOMES TO OLDER ADULTS ACROSS COLORADO 25,000
    DOMESTIC VIOLENCE INITIATIVE FOR WOMEN WITH DISABILITIES
    6825 EAST TENNESSEE AVENUE 475
    DENVER,CO80224     		N/A PC OLDER ADULT OUTREACH ADVOCACY 52,900
    DOMINICAN HOME HEALTH AGENCY
    2501 GAYLORD STREET
    DENVER,CO80205     		N/A PC TECHNOLOGY UPGRADE 25,000
    DOORS 2 SUCCESS
    8 FORESIGHT CIRCLE
    GRAND JUNCTION,CO81505     		N/A PC SERVICE-CARE COORDINATION 80,000
    EAGLE COUNTY PUBLIC HEALTH AND ENVIRONMENT
    PO BOX 479
    EAGLE,CO81631     		N/A GOV EAGLE COUNTY HEALTHY AGING & MOUNTAIN RECREATION - CAPACITY BUILDING 57,200
    EASTER SEALS OREGON
    7300 SW HUNZIKER STREET SUITE 103
    PORTLAND,OR97223     		N/A PC EMPLOYMENT ASSISTANCE FOR OLDER ADULTS 214,880
    EATON SENIOR COMMUNITIES FOUNDATION
    333 S EATON STREET
    LAKEWOOD,CO80226     		N/A PC COMPREHENSIVE & REPLICABLE MENTAL HEALTH SUPPORT MODEL FOR LOWER-INCOME OLDER ADULTS 59,576
    EDEN VILLAGE (THE GATHERING TREE)
    PO BOX 2364
    SPRINGFIELD,MO65801     		N/A PC DECREASING HOMELESSNESS AMONG OUR AGING POPULATION 25,000
    ELDERBRIDGE AGENCY ON AGING (ELDERBRIDGE)
    1190 BRIARSTONE DRIVE SUITE 3
    MASON CITY,IA50401     		N/A PC ELDERBRIDGE VOLUNTEER PROGRAM 15,000
    ELIZABETH DOLE FOUNDATION THE
    600 NEW HAMPSHRIE AVE NW SUITE 1050
    WASHINGTON,DC20037     		N/A PC SUPPORTING SENIOR MILITARY AND VETERAN CAREGIVERS AND THEIR WOUNDED WARRIOR 50,000
    ENERGY RESOURCE CENTER
    114 WEST RIO GRANDE STREET
    COLORADO SPRINGS,CO80903     		N/A PC ERC HOME REPAIRS FUND 100,000
    ENERGY RESOURCE CENTER
    114 WEST RIO GRANDE STREET
    COLORADO SPRINGS,CO80903     		N/A PC ERC CAPACITY BUILDING BY HIRING 3 NEW EMPLOYEES 202,700
    EXERCISABILITIES INC
    2530 BROADWAY AVE NORTH
    ROCHESTER,MN55906     		N/A PC GENERAL OPERATING SUPPORT FOR THERAPEUTIC HEALTH AND WELLBEING CLINIC FOR OLDER ADULTS WITH CHRONIC CONDITIONS 20,000
    FAMILIES PLUS
    115 GRAND AVENUE SUITE 2
    DELTA,CO814162000     		N/A PC GRANDPARENTS PLUS 25,000
    FLORENCE SENIOR COMMUNITY CENTER
    PO BOX 300
    FLORENCE,CO812260300     		N/A PC FLEXIBLE FUNDING TO INSURE CONTINUED QUALITY SERVICES 6,000
    FORSYTH INSTITUTE THE
    245 FIRST STREET
    CAMBRIDGE,MA02142     		N/A PC FORSYTHCARES 50,000
    FRESNO ECONOMIC OPPORTUNITIES COMMISSION
    1920 MARIPOSA STREET
    FRESNO,CA93721     		N/A PC NEXTFIFTY TECH TRAINING CLUB 100,000
    FRIENDS OF PARADISE THEATER FS FOR N FORK SENIOR CONNECTIONS
    PO BOX 886
    PAONIA,CO81428     		N/A PC TEENS INVERVIEWING SENIORS 9,735
    FSL PROGRAMS
    1201 E THOMAS
    PHOENIX,AZ85014     		N/A PC FSL RECREACIN 250,000
    GIVING VOICE INITIATIVE
    7801 EAST BUSH LAKE ROAD SUITE 120
    BLOOMINGTON,MN55439     		N/A PC GIVING VOICE CHORUS ACCESS & INCLUSION THROUGH SINGING 20,000
    GOLDEN AGE CENTER
    728 MAIN STREET
    CANON CITY,CO81212     		N/A PC FUNDING TO INSURE CONTINUED QUALITY OF SERVICES TO FOCUS GROUPS 10,000
    GRAND COUNTY RURAL HEALTH NTWK
    PO BOX 95
    HOT SULPHUR SPRINGS,CO80451     		N/A PC CARE NAVIGATION FOR OLDER ADULTS 50,000
    GRAND FAMILY COALITION INC
    PO BOX 1432
    LOVELAND,CO80539     		N/A PC SUPPORT FOR GRANDFAMILIES 24,381
    GUNNISON COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES
    200 E VIRGINIA AVE
    GUNNISON,CO81230     		N/A GOV AGING RESOURCE OFFICE SPECIALIST 21,682
    HABITAT FOR HUMANITY OF MONTEZUMA COUNTY
    PO BOX 1261
    CORTEZ,CO81321     		N/A PC VEHICLE PURCHASE 20,000
    HABITAT FOR HUMANITY ROARING FORK VALLEY
    53 CALAWAY COURT
    GLENWOOD SPRINGS,CO81601     		N/A PC WAPITI COMMONS AFFORDABLE HOUSING COMMUNITY 200,000
    HARLEY'S HOPE FOUNDATION
    13455 HIGHLINE DRIVE
    COLORADO SPRINGS,CO80908     		N/A PC OLDER PET PARENT SERVICES (OPPS) 20,000
    HERBAL GARDENS WELLNESS
    PO BOX 59
    WESTCLIFFE,CO81252     		N/A PC HGW NATIVE ELDER HEALTH RESILIENCY PROGRAM 25,000
    HIGH VALLEY COMMUNITY CENTER
    595 GRAND AVENUE
    DEL NORTE,CO811322202     		N/A PC ENCORE PROGRAM FOR VOLUNTEERING & ENCORE CAREERS 110,200
    HISPANIC AFFAIRS PROJECT
    PO BOX 2024
    MONTROSE,CO81401     		N/A PC INTEGRATION PROGRAM FOR OLDER LATINO IMMIGRANTS 25,000
    HISTORIC ATHENS
    489 PRINCE AVE
    ATHENS,GA30605     		N/A PC HANDS ON HISTORIC ATHENS: FUNDING FOR HOME REPAIR 20,000
    HISTORY COLORADO
    1200 BROADWAY
    DENVER,CO80203     		N/A PC DIGITAL MEMBERSHIP ACCESSIBILITY PROJECT 50,000
    HOMECARE & HOSPICE OF THE VALLEY
    1901 GRAND AVENUE SUITE 206
    GLENWOOD SPRINGS,CO81601     		N/A PC HOSPICE SUPPORT 28,000
    HOMEWARD ALLIANCE
    242 CONIFER STREET
    FORT COLLINS,CO80524     		N/A PC MURPHY CENTER FOR HOPE/ HOUSING FIRST INITIATIVE 150,000
    HOMEWARDBOUND OF THE GRAND VALLEY
    2853 NORTH AVENUE
    GRAND JUNCTION,CO81501     		N/A PC SUPPORTING OLDER HOMELESS ADULTS 70,000
    HUDSON GUILD
    441 WEST 26TH STREET
    NEW YORK,NY10001     		N/A PC HUDSON GUILDS ADULT SERVICES 150,000
    INTERFAITH WORKS OF CENTRAL NEW YORK INC
    1010 JAMES STREET
    SYRACUSE,NY13203     		N/A PC ADVANCING EQUITY AND SOCIAL CONNECTIONS FOR OLDER ADULTS 100,000
    JACKSON COUNTY COUNCIL ON AGING
    312 5TH STREET
    WALDEN,CO80480     		N/A PC 2021 GRANT 70,000
    JEFFERSON CENTER FOR MENTAL HEALTH
    4851 INDEPENDENCE STREET SUITE 200
    WHEAT RIDGE,CO80033     		N/A PC HIRE CARE MANAGER POSITION TO SERVE THE CENTER'S SENIOR SERVICES 54,652
    JEWISH FAMILY AND CHILDRENS SERVICE OF GREATER PHILADELPHIA
    2100 ARCH STREET 5TH FLOOR
    PHILADELPHIA,PA19103     		N/A PC COMPREHENSIVE SERVICES TO SUPPORT THE HEALTH AND INDEPENDENCE OF OLDER ADULTS IN THE PHILADELPHIA REGION 260,000
    JEWISH FAMILY SERVICE
    3201 SOUTH TAMARAC DRIVE
    DENVER,CO80231     		N/A PC AGING CARE AND CONNECTIONS - SERVING OLDER ADULTS DURING AND AFTER THE COVID-19 PANDEMIC 50,000
    JEWISH FAMILY SERVICES OF GREATER CHARLESTON
    176 CROGHAN SPUR ROAD SUITE 100
    CHARLESTON,SC29407     		N/A PC OLDER ADULT INITIATIVE 25,000
    JUANITA C GRANT FOUNDATION INC
    9221 HAMPTON OVERLOOK
    CAPITOL HEIGHTS,MD20743     		N/A PC IMPROVING ECONOMIC SECURITY, DECREASING FINANCIAL FRAUD AND REFRAMING AGING 25,000
    KAVOD SENIOR LIFE
    22 SOUTH ADAMS STREET
    DENVER,CO80209     		N/A PC 2021 GRANT 15,555
    KLZR 917 FM RADIO
    103 SOUTH SECOND STREET
    WESTCLIFFE,CO81252     		N/A PC RADIOCIVICS: ENGAGING OLDER VOICES WITH DIGITAL SKILLS 21,000
    KOTA ALLIANCETHE
    1850 AMERSTERDAM AVE
    NEW YORK,NY10031     		N/A PC DIGITAL UPSKILLING OF SENIORS THROUGH THEIR CARETAKERS 25,000
    KRFC 889 RADIO FORT COLLINS
    619 SOUTH COLLEGE AVENUE 2
    FORT COLLINS,CO80524     		N/A PC HEALTHY AGING RESOURCES INITIATIVE 37,536
    LA PLATA COUNTY SENIOR SERVICES
    PO BOX 99
    DURANGO,CO81302     		N/A GOV SENIOR COMPANION 15,000
    LA VETA VILLAGE
    109 EAST FRANCISCO STREET
    LA VETA,CO81055     		N/A PC 2021 GRANT 95,000
    LCMC ENDOWMENT FISCAL FOR LAKE FORK
    PO BOX 822
    LAKE CITY,CO81235     		N/A PC DIGITAL XRAY UPGRADE 10,000
    LEAF411
    3461 RINGSBY COURT
    DENVER,CO80216     		N/A PC PROJECT OUTREACH 25,000
    LION'S CLUB OF TAOS
    PO BOX 199
    TAOS,NM87571     		N/A PC HIRE OUTREACH COORDINATOR 6,300
    LUTHERAN FAMILY SERVICES
    363 SOUTH HARLAN STREET SUITE 200
    DENVER,CO80226     		N/A PC COLLECTIVE HEALING THROUGH ART 163,734
    LUTHERAN SETTLEMENT HOUSE
    1340 FRANKFORD AVE
    PHILADELPHIA,PA19125     		N/A PC BRIDGING THE GENERATIONS: ENGAGING YOUNGER OLDER ADULTS FOR LONGER, HEALTHIER LIVES 150,000
    MARIA DROSTE COUNSELING CENTER
    1355 SOUTH COLORADO BOULEVARD SUITE
    C-100
    DENVER,CO80222     		N/A PC ACCESSIBLE BEHAVIORIAL HEALTH CARE FOR OLDER ADULTS 35,000
    MASSACHUSETTS ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
    200 IVY STREET
    BROOKLINE,MA02446     		N/A PC COMPREHENSIVE SERVICES FOR OLDER ADULTS WHO ARE BLIND OR HAVE LOW VISION 250,000
    MEALS ON WHEELS COLLIN COUNTY
    600 N TENNESSEE STREET
    MCKINNEY,TX75069     		N/A PC NUTRITION AND HEALTH-SUPPORT SERVICES FOR OLDER ADULTS 75,000
    MEALS ON WHEELS FOR FORT COLLINS
    1217 EAST ELIZABETH STREET 11
    FORT COLLINS,CO80524     		N/A PC MEAL DELIVERY PROGRAM 35,000
    MEALS ON WHEELS OF CENTRAL MARYLAND
    515 SOUTH HAVEN STREET
    BALTIMORE,MD21224     		N/A PC OPERATING SUPPORT 75,000
    MEALS ON WHEELS OF GREENVILLE INC
    15 OREGON STREET
    GREENVILLE,SC29605     		N/A PC COMPANION CHARLIE - CONNECTING SENIORS TO ADDRESS ISOLATION AND LONELINESS 50,000
    MEALS ON WHEELS OF LOVELAND AND BERTHOUD INC
    437 NORTH GARFIELD AVENUE
    LOVELAND,CO80537     		N/A PC MEAL DELIVERY 25,000
    MENTAL HEALTH ASSOCIATION OF MD
    1301 YORK ROAD SUITE 505
    LUTHERVILLE,MD21093     		N/A PC ENGAGE WITH OLDER ADULTS SKILLS TRAINING: A NEW APPROACH TO TRAINING FOR PARTNERS IN CARE 125,000
    MIAMI JEWISH HEALTH SYSTEMS FOUNDATION
    5200 NE 2ND AVE
    MIAMI,FL33137     		N/A PC HORTICULTURE THERAPY INITIATIVE 25,000
    MISSION ST LOUIS
    3108 N GRAND BLVD
    ST LOUIS,MO63107     		N/A PC M:STL HOME REPAIR EXPANSION 238,117
    MONTROSE COUNTY SENIOR CITIZEN TRANSPORTATION
    PO BOX 1416
    MONTROSE,CO81402     		N/A PC TRANSPORTATION TRANSFER STATION 11,885
    MOUNTAIN FAMILY CENTER
    PO BOX 638
    GRANDBY,CO80446     		N/A PC VEHICLE PURCHASE 25,000
    MOVEMENT 5280
    3485 S BROADWAY ST
    ENGLEWOOD,CO80113     		N/A PC PURCHASE VEHICLE WITH REFRIGERATION 25,000
    MT ROSE HEALTH CENTER PALLIATIVE CARE AND HOSPICE
    409 BENEDICTA AVENUE SUITE A
    TRINIDAD,CO81082     		N/A PC HEARTWORKS WELLNESS PROJECT FOR CONSCIOUS AGING 25,000
    MT ROSE HEALTH PALLATIVE CARE AND HOSPICE
    409 BENEDICTA AVENUE SUITE A
    TRINIDAD,CO81082     		N/A PC PURCHASE LAPTOPS 5,500
    NATIONAL CIVIC LEAGUE
    190 EAST 9TH AVENUE SUITE 200
    DENVER,CO80203     		N/A PC ENHANCING THE EQUITY AND INCLUSIVENESS OF AGE-FRIENDLY INITIATIVES 200,000
    NEW MEXICO COMMUNITY FOUNDATION
    135 WEST PALACE AVENUE 301
    SANTA FE,NM87507     		N/A PF CAPACITY STRENGTHENING: ORGANISATION, FAMILIES AND VOLUNTEERS 24,500
    NORTH CENTRAL NEW MEXICO ECONOMIC DEVELOPMENT DISTRICT
    3900 PASEO DEL SOL
    SANTA FE,NM87507     		N/A GOV CONNECT2ME 218,493
    NORTH FORK SENIOR CONNECTIONS
    401 VISTA DRIVE
    PAONIA,CO81428     		N/A PC CREATING A VIBRANT PAONIA SENIOR CENTER 12,000
    NORTHEAST KANSAS AREA AGENCY ON AGING
    1803 OREGON STREET
    HIAWATHA,KS66434     		N/A PC NEKAAA MULTI-USE AGING SERVICES AND COMMUNITY FACILITY 25,000
    NORTHWEST ASSISTANCE MINISTRIES
    15555 KUYKENDAHL ROAD
    HOUSTON,TX77090     		N/A PC NAM MEALS ON WHEELS 25,000
    NORTHWEST COLORADO CENTER FOR INDEPENDENCE
    1855 SHIELD DRIVE UNIT 300
    STEAMBOAT SPRINGS,CO80487     		N/A PC NURSING HOME TRANSITION AND OTHER OPTIONS FOR OLDER ADULTS WITH DISABILITIES IN NORTHWESTERN COLORADO 50,000
    NORTHWEST COLORADO HEALTH
    940 CENTRAL PARK DRIVE SUITE 101
    STEAMBOAT SPRINGS,CO80487     		N/A PC AGING WELL 24,938
    NOURISH COLORADO (LIVEWELL)
    1490 NORTH LAFAYETTE STREET SUITE
    404
    DENVER,CO80218     		N/A PC CSA PRODUCE BOX PROGRAM FO OLDER ADULTS 71,831
    OLDER ADULTS TECHNOLOGY SERVICES
    168 7TH STREET SUITE 3A
    BROOKLYN,NY11215     		N/A PC SENIOR PLANET COLORADO - YEAR 4 435,000
    OUT AND ABOUT COLORADO
    9457 SOUTH UNIVERSITY BLVD BOX 733
    HIGHLANDS RANCH,CO80126     		N/A PC DEMENTIA CAREGIVERS: RESOURCES AND SUPPORT 6,100
    PARK COUNTY SENIOR COALITION
    PO BOX 309
    FAIRPLAY,CO80440     		N/A PC PROGRAM SUPPORT 25,000
    PARTNERSHIP FOR AGE-FRIENDLY COMMUNITIES
    PO BOX 288
    FORT COLLINS,CO80521     		N/A PC VIRTUAL VOLUNTEER PILOT PROJECT 47,670
    PATHLIGHT HOME
    3200 W COLONIAL DRIVE
    ORLANDO,CO32808     		N/A PC SENIORS' COMMUNITY SUPPORT SPECIALIST 61,460
    PATHWAYS HOSPICE
    305 CARPENTER ROAD
    FORT COLLINS,CO80525     		N/A PC PALLIATIVE CARE SUPPORT 25,000
    PENNSYLVANIA ELKS MAJOR PROJECTS INC
    703 GEORGIAN PLACE
    SOMERSET,PA15501     		N/A PC SUPPORT TO ENHANCE THE LIVES AND CAPABILITIES OF OLDER ADULTS WITH DISABILITIES 40,000
    PHILANTHROPY COLORADO
    5855 WADSWORTH BYPASS UNIT A
    ARVADA,CO80003     		N/A PC 2021 GRANT 5,135
    PIKES PEAK ELDER JUSTICE CENTER
    320 N ACADEMY BLVD SUITE 204
    COLORADO SPRINGS,CO80909     		N/A PC PIKES PEAK ELDER JUSTICE CENTER ELDER SHELTER 25,000
    PIKES PEAK LIBRARY DISTRICT
    1175 CHAPEL HILLS DRIVE
    COLORADO SPRINGS,CO80920     		N/A PC VEHICLE REPAIR 16,415
    PIKES PEAK LIBRARY DISTRICT FOUNDATION
    1175 CHAPEL HILLS DRIVE
    COLORADO SPRINGS,CO80920     		N/A PC CREATING SENIOR CONNECTIONS WITH A NEW BOOKMOBILE 100,000
    PRAIRIE FAMILY CENTER
    1040 ROSE AVENUE
    BURLINGTON,CO80807     		N/A PC NEXT CHAPTER 24,341
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038     		N/A PC PROMOTING HEALTHIER AGING THROUGH HEALTHY FOOD TO LOW INCOME CRITICALLY ILL OLDER ANGELENOS 150,000
    PROJECT ANGEL HEART
    4950 WASHINGTON STREET
    DENVER,CO80216     		N/A PC HOME-DELIVERED, MEDICALLY TAILORED MEALS FOR FOOD-INSECURE, CRITICALLY ILL OLDER ADULT COLORADANS 40,000
    PROJECT HOUSEWORKS
    2316 SOUTH 24TH STREET
    OMAHA,NE68108     		N/A PC CAPACITY BUILDING OF HOME REPAIRS ASSIST LOW INCOME OLDER ADULTS 50,000
    PROJECT WORTHMORE
    1666 ELMIRA STREET
    AURORA,CO80010     		N/A PC INCREASING SUPPORT FOR OLDER REFUGEES AND IMMIGRANTS 40,200
    PROVIDENCE HEALTH CARE FOUNDATION EASTERN WASHINGTON
    101 W 8TH AVE
    SPOKANE,WA99204     		N/A PF PROVIDENCE DOMINICARE PROGRAM SUPPORT 25,000
    PUEBLO CITY-COUNTY LIBRARY DISTRICT
    100 EAST ABRIENDO AVENUE
    PUEBLO,CO81004     		N/A PC SENIORS MAKE! EXPANDED VISION PROJECT 10,000
    PUEBLO COOPERATIVE CARE CENTER
    326 WEST 8TH STREET
    PUEBLO,CO81003     		N/A PC 2021 GRANT 109,924
    QUEER ASTERISK
    4535 BROADWAY SUITE 101
    BOULDER,CO80304     		N/A PC COLORADO QUEER ELDERING INITIATIVE 25,000
    REBUILDING TOGETHER MONTGOMERY COUNTY
    18225A FLOWER HILL WAY
    GAITHERSBURG,MD20879     		N/A PC RTMCS SAFE AND HEALTHY HOMES PROGRAM FOR OLDER ADULTS 25,000
    REVITALIZE COMMUNITY DEVELOPMENT CORPORATION
    1145 MAIN STREET SUITE 107
    SPRINGFIELD,MA01103     		N/A PC AGE IN PLACE HOME MODIFICATIONS FOR LOW-INCOME OLDER ADULTS 50,000
    ROCKY MOUNTAIN MS CENTER
    8845 WAGNER STREET
    WESTMINSTER,CO80031     		N/A PC KING ADULT DAY ENRICHMENT PROGRAM 10,000
    ROSALYNN CARTER INSTITUTE FOR CAREGIVERS INC
    800 GSW STATE UNIVERSITY DRIVE
    AMERICUS,GA31709     		N/A PC PUTTING CAREGIVERS OF OLDER ADULTS AT THE CENTER OF PROGRAM DESIGN AND DELIVERY 25,000
    ROSE FS FOR LINKAGES
    4500 CHERRY CREEK SOUTH DRIVE SUITE
    900
    DENVER,CO80246     		N/A PC LINKAGES: REMOVING BARRIERS TO INTERGENERATIONAL PROGRAMMING 117,125
    ROUTT COUNTY COUNCIL ON AGING
    PO BOX 770207
    STEAMBOAT SPRINGS,CO80477     		N/A PC HELPING HAND PROGRAM FOR ROUTT COUNTY OLDER ADULTS 40,000
    RSVP VOLUNTEERS IN SERVICE
    809 30TH AVE
    GREELEY,CO80634     		N/A PC RSVP FUNDING ASSISTANCE 25,000
    SAFE AND HEALTHY COMMUNITIES
    9888 WEST BELLEVIEW AVENUE SUITE
    2105
    DENVER,CO80213     		N/A PC NATIONAL MARKETING CAMPAIGN: THE LIVABILITY ASSESSMENT TOOLS TO PROMOTE HEALTH AND SAFETY OF OLDER ADULTS 40,000
    SALIDA SENIOR CITIZENS
    395 F STREET
    SALIDA,CO81201     		N/A PC PROVIDE FOOD TO OLDER ADULTS 25,000
    SALIDA SENIOR DAYCARE
    348 G STREET
    SALIDA,CO81155     		N/A PC NEW VAN, ADA COMPLIANT 25,000
    SCRIPPS GERONTOLOGY CENTER MIAMI UNIVERSITY
    501 E HIGH STREET
    OXFORD,OH45056     		N/A GOV SCRIPPSAVID (ARTS-BASED, VIRTUAL, INTERGENERATIONAL, DEMENTIA FRIENDLY): OFFERING PEOPLE LIVING WITH DEMENTIA CREATIVE AND SOCIAL ENGAGEMENT 58,678
    SENIOR HOUSING OPTIONS
    1510 17TH STREET
    DENVER,CO80202     		N/A PC GENERAL OPERATING FUNDS 25,000
    SENIOR HUB
    10190 BANNOCK STREET SUITE 105
    NORTHGLENN,CO80260     		N/A PC FACILITY UPDATE 18,900
    SENIOR SERVICES SOLUTIONS PLUS
    321 NORTH COTTONWOOD AVENUE
    CANON CITY,CO81212     		N/A PC AUDIT 6,500
    SENIORAGE AREA AGENCY ON AGING
    1735 S FORT AVE
    SPRINGFIELD,MO65807     		N/A PC SENIOR2SENIOR: CONNECTING OLDER MISSOURIANS WITH SPRINGFIELD'S YOUTH 2,800
    SERVICE OPPORTUNITY FOR SENIORS (SOS) MEALS ON WHEELS
    2235 POLVOROSA AVE SUITE 280
    SAN LEANDRO,CA94577     		N/A PC THE OPERATIONAL EXPANSION PROJECT 25,000
    SHALOM PARK
    14800 E BELLEVIEW DRIVE
    AURORA,CO80015     		N/A PC SAVVY ELDERS IN A SMART COMMUNITY 100,000
    SHERIDAN COMMUNITY LAND TRUST
    52 SOUTH MAIN STREET SUITE 1
    SHERIDAN,WY82801     		N/A PC EXPLORING HISTORY PROGRAM 10,000
    SIX POINTS EVALUATION & TRAINING
    1160 NORTH MAIN STREET
    GUNNISON,CO81230     		N/A PC VEHICLE PURCHASE 23,376
    SOLDIERS' ANGELS
    2895 NE LOOP 410 SUITE 107
    SAN ANTONIO,TX78218     		N/A PC SOLDIERS' ANGELS DENVER, CO VA SUPPORT 25,000
    SOME INC
    71 O STREET NW
    WASHINGTON,DC20002     		N/A PC SOME SERVICES FOR WASHINGTON, DC'S AGING POPULATION 75,000
    SPARK THE CHANGE COLORADO
    789 NORTH SHERMAN STREET SUITE 220
    DENVER,CO80203     		N/A PC OLDER ADULTS VOLUNTEER IN 7 COUNTIES, AN INNOVATIVE APPROACH TO BRINGING FUNDING TO RURAL CO 65,000
    SPELLBINDERS
    PO BOX 29370
    THORNTON,CO80023     		N/A PC REBRANDING CAMPAIGN 12,000
    SPRING INSTITUTE FOR INTERCULTURAL LEARNING
    1373 GRANT STREET
    DENVER,CO80203     		N/A PC WELLNESS INTEGRATION PROGRAM FOR IMMIGRANT AND REFUGEE OLDER ADULTS 59,897
    SSAI COMMUNITY PARTNERS INC
    8403 COLESVILLE ROAD SUITE 200
    SILVER SPRING,MD20910     		N/A PC CREATING A PATHWAY TO STABLE EMPLOYMENT FOR FORMER OFFENDERS IN ALANTA GA AGE 50+ 224,060
    STEAMBOAT CREATES
    PO BOX 774284
    STEAMBOAT SPRINGS,CO80477     		N/A PC NEW LAPTOPS AND SOFTWARE 13,052
    STOMPING GROUND COMEDY THEATER AND TRAINING CENTER
    1350 MANUFACTURING ST 109
    DALLAS,TX75207     		N/A PC IMPROV FOR LIFE: CAREGIVER SUPPORT, PLAYFUL MINDFULNESS, AND RESILIENCY 25,000
    SUNSHINE HOMESHARE
    2501 NORTH GAYLORD STREET
    DENVER,CO80205     		N/A PC HOME SHARING NEEDS I EL PASO COUNTY 25,000
    SUZY'S SENIOR COMPANIONSHIP SERVICES
    1052 EAST 3250 NORTH
    LAYTON,UT84040     		N/A PC TRANSPORTATION SUPPORT FOR OLDER COMMUNITY MEMBERS 24,999
    TELLER COUNTY SHERIFF'S OFFICE
    11400 WEST HIGHWAY 24
    DIVIDE,CO80814     		N/A GOV EXPANDING THE SUCCESSFUL RETURNS OF WANDERING OLDER ADULTS 4,258
    THE ARC JEFFERSON CLEAR CREEK & GILPIN COUNTIES
    13949 W COLFAX AVE SUITE 102
    LAKEWOOD,CO80401     		N/A PC AGING AND FUTURE PLANNING INITIATIVE AT THE ARCJCCGC 36,000
    THE COUNSELING AND EDUCATION CENTER
    1301 EAST COLFAX AVENUE
    DENVER,CO80205     		N/A PC COUNSELING FOR ADULTS 55 AND OVER 10,000
    THE GAY LESBIAN BISEXUAL AND TRANSGENDER COMMUNITY CENTER OF COLORADO
    1301 EAST COLFAX AVENUE
    DENVER,CO80205     		N/A PC SAGE OF THE ROCKIES 40,000
    THE HAVEN
    300 SOUTH SHELTON LANE
    HAYDEN,CO81639     		N/A PC NEW FLOORING 25,000
    THE LEARNING COUNCIL
    PO BOX 1744
    PAONIA,CO814281744     		N/A PC MOBILE KITCHEN EQUIPMENT 25,000
    THE LEARNING COUNCIL
    PO BOX 1744
    PAONIA,CO814281744     		N/A PC BUDDY SYSTEM PAIRS ELDERS WITH YOUNG ADULTS 25,000
    THE OASIS INSTITUTE
    PO BOX 35518
    ALBUQUERQUE,NM87176     		N/A PC REDUCING SOCIAL ISOLATION THROUGH LIFELONG LEARNING, HEALTH, AND VOLUNTEERISM 25,000
    THINK 360 ARTS FOR LEARNING
    135 PARK AVENUE WEST
    DENVER,CO80205     		N/A PC SHARING OUR CREATIVE AGING STORY 50,000
    TIMBERLINE ADULT DAY SERVICES
    PO BOX 1357
    FRISCO,CO80443     		N/A PC GENERAL OPERATING SUPPORT 7,500
    TOWN OF BRISTOL IMPROVEMENTS BOARD
    101 SOUTH LABELLE AVE
    BRISTOL,CO81047     		N/A PC BRISTOL SENIOR-COMMUNITY CENTER PROJECT 25,000
    TOWN OF GARNER PARKS RECREATION & CULTURAL RESOURCES DEPARTMENT
    900 7TH AVE
    GARNER,CO27529     		N/A GOV GARDENING FOR LIFE PROGRAM 25,000
    TRI-LAKES SILVER ALLIANCE
    PO BOX 2931
    MONUMENT,CO80132     		N/A PC BATHROOM RENO 10,100
    TRU COMMUNITY CARE
    2594 TRAILRIDGE DRIVE EAST
    LAFAYETTE,CO80026     		N/A PC TRU COMMUNITY CARE HOSPICE TELEHEALTH PILOT STUDY 25,000
    TUFTS UNIVERSITY
    169 HOLLAND STREET
    MEDFORD,MA02144     		N/A PC DEVELOPING AN ORAL HEALTH AND INTERPROFESSIONAL COMMUNITY PROGRAM ON SUCCESSFUL AGING AT TUSDM 190,000
    UCHEALTH MEMORIAL HOSPITAL
    1400 EAST BOULDER STREET
    COLORADO SPRINGS,CO80909     		N/A PC AGING WITH INDEPENDENCE AND MOBILITY (AIM) VIRTUAL FALL PREVENTION PROGRAM 73,418
    UNITED WAY WELD COUNTY
    814 9TH STREET
    GREELEY,CO80631     		N/A PC VOLUNTEER RECRUITMENT COORDINATOR 129,833
    UNIVERSITY OF IOWA
    112 NORTH CAPITOL STREET
    IOWA CITY,IA52242     		N/A GOV EMPLOYMENT OUTREACH/EDUCATION FOR OLDER ADULTS 173,804
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL THE
    104 AIRPORT DRIVE SUITE 2200
    CHAPEL HILL,NC27599     		N/A GOV OSTEOARTHRITIS ACTION ALLIANCE REQUEST FOR FLEXIBLE SUPPORT 100,000
    VALLEY MEALS AND MORE
    595 RIVER BEND WAY
    GLENWOOD SPRINGS,CO81601     		N/A PC VALLEY MEALS HOME DELIVERED MEALS 25,000
    VALLEY-WIDE HEALTH SYSTEMS
    128 MARKET STREET
    ALAMOSA,CO81101     		N/A PC ADA ACCESSIBLE TRANSPORTATION 25,000
    VIA MOBILITY SERVICES
    2855 NORTH 63RD STREET
    BOULDER,CO80301     		N/A PC INNOVATIVE TRANSPORTATION AND COMMUNITY EDUCATION FOR OLDER RESIDENTS 83,210
    VILLAGE TO VILLAGE NETWORK INC
    4818 WASHINGTON BLVD
    ST LOUIS,MO63108     		N/A PC LEVERAGING RESOURCES: A HOW-TO GUIDE FOR VILLAGES AND AAAS 25,000
    VISITING ANCILLARY SERVICES
    550 EAST THORNTON PARKWAY 240-B
    THORNTON,CO80229     		N/A PC VITAL EQUIPMENT UPGRADES FOR OLDER ADULTS ORAL HEALTHCARE 90,000
    VITA STORY CLUB
    1251 AVENUE OF THE AMERICAS
    NEW YORK,NY10020     		N/A PC PROGRAM DIRECTOR TO ASSIST HOMEBOUND OLDER ADULTS 22,800
    WASHBURN COUNTY UNIT ON AGING
    304 2ND STREET
    SHELL LAKE,WI54871     		N/A GOV A RE-DESIGN PLAN FOR SOCIAL CONNECTIONS THROUGH FOOD 100,000
    WAYPOINT
    464 CHESTNUT STREET
    MANCHESTER,NH03105     		N/A PC WAYPOINT HOME CARE PROGRAM 25,000
    Total .................................bullet 3a 12,047,928
    bApproved for future payment
    BOULDER COUNTY AREA AGENCY ON AGING
    3482 NORTH BROADWAY
    BOULDER,CO80301     		N/A PC PROJECT VISIBILITY: CREATING INCLUSIVE COMMUNITIES FOR LGBTQ+ OLDER ADULTS 25,000
    BOULDER COUNTY ARTS ALLIANCE
    2400 28TH STREET SUITE 103
    BOULDER,CO80301     		N/A PC SANS SOUCI FESTIVAL OF DANCE CINEMA: DANCE IS LIKE A FINE WINE 7,500
    CITY OF GUNNISON
    PO BOX 239
    GUNNISON,CO81230     		N/A GOV GRAD STUDENT ASSISTANCESHIP 15,390
    CLLARO
    PO BOX 17932
    DENVER,CO802170932     		N/A PC CULTURALLY COMPETENT OUTREACH AND ASSISTANCE FOR LOW-INCOME LATINO OLDER ADULTS 125,000
    CO CROSS DISABILITY COALITION
    1385 SOUTH COLORADO BLVD SUITE
    610-A
    DENVER,CO80222     		N/A PC DEVELOP A COMPREHENSIVE EDUCATION & AWARENESS CAMPAIGN 200,000
    KAVOD SENIOR LIFE
    22 SOUTH ADAMS STREET
    DENVER,CO80209     		N/A PC FLEXIBLE FUNDING TO SUPPORT A POST-PANDEMIC STRATEGY 30,000
    LIVEWELL (NOURISH COLORADO)
    1490 NORTH LAFAYETTE STREET SUITE
    404
    DENVER,CO80218     		N/A PC CSA PRODUCE BOX PROGRAM FO OLDER ADULTS 99,713
    PEAK TO PEAK PICKLEBALL
    PO BOX 5224
    BUENA VISTA,CO81211     		N/A PC NEW PICKLE BALL COURTS - DEMO 25,000
    ROSE FS FOR LINKAGES
    4500 CHERRY CREEK SOUTH DRIVE SUITE
    900
    DENVER,CO80246     		N/A PC LINKAGES: REMOVING BARRIERS TO INTERGENERATIONAL PROGRAMMING 105,650
    COLORADO NONPROFIT DEVELOPMENT CENTER-CTN
    789 SHERMAN STREET SUITE 250
    DENVER,CO80203     		N/A PC GRANT 210,000
    DENVER PUBLIC LIBRARY FRIENDS FOUNDATION
    10 WEST 14TH AVENUE PARKWAY
    DENVER,CO80204     		NA PC GRANT 111,879
    HOMEWARD ALLIANCE
    242 CONIFER STREET
    FORT COLLINS,CO80524     		N/A PC GRANT 75,000
    NEIGHBOR TO NEIGHBOR
    1550 BLUE SPRUCE DRIVE
    FORT COLLINS,CO80524     		N/A PC GRANT 33,709
    SILVER KEY SENIOR SERVICES
    1625 SOUTH MURRAY BLVD
    COLORADO SPRINGS,CO80916     		N/A PC GRANT 100,000
    THINK 360 ARTS FOR LEARNING
    135 PARK AVENUE WEST
    DENVER,CO80205     		N/A PC GRANT 45,000
    Total .................................bullet 3b 1,208,841
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 2,809  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 14,608,453  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGRANT RETURN     		        80,150
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 19,483,861 80,150
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    19,564,011
    (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.)
    11A GRANTS RETURNED TO NFI
    Form 990-PF (2021)
    Form 990-PF (2021)
    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)
     
    No
    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
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 47,270 0   47,270

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    CITY OF PONTIAC THE
          		47450 WOODWARD AVE
    PONTIAC,MI48342     		2021-11-03 90,000 THE CITY OF PONTIACS OLDER ADULT ENRICHMENT   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    GUNNISON COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES
          		200 E VIRGINIA AVE
    GUNNISON,CO81230     		2021-11-15 21,682 AGING RESOURCE OFFICE SPECIALIST   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    LA PLATA COUNTY SENIOR SERVICES
          		PO BOX 99
    DURANGO,CO81302     		2021-12-02 15,000 SENIOR COMPANION   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    NORTH CENTRAL NEW MEXICO ECONOMIC DEVELOPMENT DISTRICT
          		3900 PASEO DEL SOL
    SANTA FE,NM87507     		2021-11-05 218,493 CONNECT2ME   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    SCRIPPS GERONTOLOGY CENTER MIAMI UNIVERSITY
          		501 E HIGH STREET
    OXFORD,OH45056     		2021-12-02 58,678 SCRIPPSAVID (ARTS-BASED, VIRTUAL, INTERGENERATIONAL, DEMENTIA FRIENDLY): OFFERING PEOPLE LIVING WITH DEMENTIA CREATIVE AND SOCIAL ENGAGEMENT   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    TELLER COUNTY SHERIFF'S OFFICE
          		11400 WEST HIGHWAY 24
    DIVIDE,CO80814     		2021-06-01 4,258 EXPANDING THE SUCCESSFUL RETURNS OF WANDERING OLDER ADULTS   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    TOWN OF GARNER PARKS RECREATION & CULTURAL RESOURCES DEPARTMENT
          		900 7TH AVE
    GARNER,CO27529     		2021-12-02 25,000 GARDENING FOR LIFE PROGRAM   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    TUFTS UNIVERSITY
          		169 HOLLAND STREET
    MEDFORD,MA021442401     		2021-12-14 190,000 DEVELOPING AN ORAL HEALTH AND INTERPROFESSIONAL COMMUNITY PROGRAM ON SUCCESSFUL AGING AT TUSDM   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    UCHEALTH MEMORIAL HOSPITAL
          		1400 EAST BOULDER STREET
    COLORADO SPRINGS,CO80909     		2021-11-03 73,418 AGING WITH INDEPENDENCE AND MOBILITY (AIM) VIRTUAL FALL PREVENTION PROGRAM   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    UNIVERSITY OF IOWA
          		112 NORTH CAPITOL STREET
    IOWA CITY,IA522421320     		2021-06-21 173,804 EMPLOYMENT OUTREACH/EDUCATION FOR OLDER ADULTS   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL THE
          		104 AIRPORT DRIVE SUITE 2200
    CHAPEL HILL,NC27599     		2021-11-24 100,000 OSTEOARTHRITIS ACTION ALLIANCE REQUEST FOR FLEXIBLE SUPPORT   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    WASHBURN COUNTY UNIT ON AGING
          		304 2ND STREET
    SHELL LAKE,WI54871     		2021-11-12 100,000 A RE-DESIGN PLAN FOR SOCIAL CONNECTIONS THROUGH FOOD   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    EAGLE COUNTY PUBLIC HEALTH AND ENVIRONMENT
          		PO BOX 479
    EAGLE,CO81631     		2021-11-03 57,200 EAGLE COUNTY HEALTHY AGING & MOUNTAIN RECREATION - CAPACITY BUILDING   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    CITY OF LONGMONT
          		350 KIMBARK STREET
    LONGMONT,CO80501     		2021-12-03 15,000 FIRESTOPS FOR HOUSING PROPERTIES   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    CITY OF LAKEWOOD
          		480 SOUTH ALLICON PARKWAY
    LAKEWOOD,CO80226     		2021-10-28 72,000 LAKEWOOD RIDES PROGRAM SUPPORT   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    CITY OF GUNNISON
          		PO BOX 239
    GUNNISON,CO81230     		2021-05-27 17,912 GRAD STUDENT ASSISTANCESHIP   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
    CHAFFEE COUNTY PUBLIC HEALTH
          		PO BOX 249
    SALIDA,CO81201     		2021-11-09 100,000 AGING WELL CHAFFEE COUNTY   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PUBLIC STORAGE 3.094% 09/15/2027 USD SR LIEN 558,085 558,085
    PRECISION CASTPARTS CORP 3.25% 06/15/2025 USD SR LIEN 530,992 530,992
    PNC BANK NA 4.05% 07/26/2028 USD SER BKNT SUB LIEN 284,884 284,884
    ORACLE SYSTEMS CORP 3.4% 07/04/2028 451,337 451,337
    XILINX INC 2.95% 06/01/2024 USD SR LIEN 311,232 311,232
    PRECISION CASTPARTS CORP. 2.5% 01/15/2023 USD SR LIEN 513,164 513,164
    RECKITT BENCKISER TSY 2.75% 06/26/2024 USD PVT REGS SR LIEN 827,020 827,020
    3M COMPANY MTN 2.25% 03/15/2023 USD SR LIEN 1,253,267 1,253,267
    TARGET CORP 2.5% 04/15/2026 USD SR LIEN 394,642 394,642
    TORONTO-DOMINION BANK (THE) MTN 0.75% 06/12/2023 SR LIEN 870,457 870,457
    TOYOTA MOTOR CORPORATION 0.681% 03/25/2024 SR LIEN 373,506 373,506
    TRANSCANADA PIPELINES LIMITED 3.75% 10/16/2023 USD SR LIEN 723,543 723,543
    UNITEDHEALTH GROUP INCORPORATE 3.85% 06/15/2028 USD SR LIEN 396,574 396,574
    WESTPAC BANKING CORPORATION HYBRID 02/04/2030 USD SUB LIEN CPN 01/31/20 2.89 1,033,657 1,033,657
    SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN 298,407 298,407
    NORTHROP GRUMMAN CORPORATION 2.93% 01/15/2025 SR LIEN 422,232 422,232
    ONTARIO (PROVINCE OF) 3.2% 05/16/2024 USD SR LIEN 1,055,730 1,055,730
    NATIONAL RURAL UTILITIES COOPE 3.4% 02/07/2028 546,420 546,420
    EATON VANCE GROUP EATON VANCE INCM FD OF BOSTON MUTUAL FUND CLASS I SHARES 12,800,522 12,800,522
    DEUTSCHE TELEKOM INTERNATIONAL 2.485% 09/19/2023 USD PVT REGS SR LIEN 308,062 308,062
    CROWN CASTLE INTL CORP 4.3% 02/15/2029 USD SR LIEN 260,690 260,690
    CREDIT SUISSE AG-NEW YORK BRAN 2.95% 04/09/2025 USD SR LIEN 537,479 537,479
    COSTCO WHOLESALE CORP 2.75% 05/18/2024 USD SR LIEN 370,015 370,015
    CITIGROUP INC. HYBRID 07/24/2028 USD SR LIEN CPN 07/24/17 3.668% 930,968 930,968
    CHARLES SCHWAB CORPORATION 3112031 753,864 753,864
    CBS CORPORATION 4.0% 01/15/2026 USD SR LIEN 809,664 809,664
    EDC 2.0% 05/17/2022 SR LIEN 1,109,795 1,109,795
    BANK OF MONTREAL HYBRID 10/05/2028 USD SUB LIEN CPN 10/05/18 4.338% 265,546 265,546
    BANK OF AMERICA CORPORATION HYBRID MTN 02/07/2030 USD SER N SR LIEN CPN 02/0 956,211 956,211
    B.A.T. CAPITAL CORPORATION 4.906% 04/02/2030 USD SR LIEN 266,875 266,875
    AT&T INC. 4.35% 03/01/2029 USD SER 10YR SR LIEN 506,726 506,726
    ASIA MTN 1.875% 08/10/2022 SER 5Y SR LIEN 508,016 508,016
    APPLE INC. 3.2% 05/11/2027 USD SR LIEN 379,248 379,248
    AMERICAN TOWER CORPORATION 3.0% 06/15/2023 USD SR LIEN 820,602 820,602
    AIR LEASE CORP MTN 2.875% 01/15/2026 USD SR LIEN 438,991 438,991
    BB&T CORPORATION MTN 2.85% 10/26/2024 USD SR LIEN 840,237 840,237
    NORTHERN TRUST CORPORATION HYBRID 05/08/2032 USD JRSUB LIEN CPN 05/08/17 3.3 396,933 396,933
    ENERGY TRANSFER PARTNERS 4.75% 01/15/2026 USD SR LIEN 340,137 340,137
    EXELON CORPORATION 4.05% 04/15/2030 USD SR LIEN 756,452 756,452
    MIZUHO FINANCIAL GROUP, INC. HYBRID 07/10/2031 USD SR LIEN CPN 07/10/20 2.20 267,077 267,077
    MIZUHO FINANCIAL GROUP, INC. HYBRID 05/25/2031 USD SR LIEN CPN 02/25/20-05/2 490,379 490,379
    KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIEN 283,499 283,499
    JPMORGAN CHASE & CO. HYBRID 03/01/2025 USD SR LIEN CPN 06/01/17-02/29/24 3.2 384,635 384,635
    EOG RESOURCES INC 4.375% 04/15/2030 USD SR LIEN 454,703 454,703
    JPMORGAN CHASE & CO. HYBRID 02/01/2028 USD SR LIEN CPN 02/01/17-01/31/27 3.7 525,237 525,237
    XILINX, INC. 2.375% 06/01/2030 USD SR LIEN 457,082 457,082
    FRANKLIN RESOURCES INC 1.6% 10/30/2030 SR LIEN 474,163 474,163
    GILEAD SCIENCES INC 0.75% 09/29/2023 USD SR LIEN 198,564 198,564
    FEDERAL HOME LOAN BANK SYSTEM 3.0% 09/11/2026 SER 0000 SR LIEN 1,632,610 1,632,610
    FEDERATED HIGH YIELD BOND FUND MUTUAL FUND CLASS INST SHARES 12,820,040 12,820,040
    GENERAL MOTORS COMPANY 4.875% 10/02/2023 USD SER B SR LIEN 263,241 263,241
    HSBC HOLDINGS PLC HYBRID 06/19/2029 USD SR LIEN CPN 06/19/18 4.583% 426,606 426,606

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STATE STREET EMERGING K 7,022,993 7,022,993
    ISHARES S&P 500 K 86,033,626 86,033,626
    MULTI-MANAGER US SMALL CAP EQUITY FUND I 16,306,492 16,306,492
    MULTI-MANAGER INTERNATIONAL EQUITY FUND I 22,029,903 22,029,903
    STATE STREET HEDGED INTL K 22,271,049 22,271,049
    FIDELITY LARGE CAP VALUE INDEX FUND 3,652,694 3,652,694

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    US Government Securities - End of Year Book Value:

    23,495,240
    US Government Securities - End of Year Fair Market Value:

    23,495,240
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VINTAGE VII OFFSHORE SCSP FMV 7,243,298 7,243,298
    PRIVATE TECHNOLOGY OPPORTUNITIES FMV 1,049,179 1,049,179
    PRIVATE CREDIT MANAGERS II OFFSHORE LP FMV 3,395,678 3,395,678
    PRIVATE CREDIT MANAGERS III OFFSHORE LP FMV 5,108,907 5,108,907
    PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP FMV 3,294,300 3,294,300
    PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP FMV 1,359,988 1,359,988
    PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP FMV 92,876 92,876
    PETERSHILL IV OFFSHORE FMV 266,948 266,948
    PRIVATE EQUITY MANAGERS (2019) OFFSHORE SCSP FMV 3,331,826 3,331,826

    TY 2021 LandEtcSchedule2
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE & EQUIPMENT 84,990 36,620 48,370 48,370
    LEASEHOLD IMPROVEMENTS 6,219 5,167 1,052 1,052


    TY 2021 LegalFeesSchedule
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 15,606 0   15,606


    TY 2021 OtherAssetsSchedule
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER ASSETS 1,000 1,000 1,000


    TY 2021 OtherExpensesSchedule
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 22,633 0   22,633
    ADVERTISING 27,992 0   1,408
    IT EXPENSE 67,718 0   67,718
    OFFICE EXPENSE 13,518 0   64,802
    DUES & SUBSCRIPTIONS 6,394 0   6,394
    BANK FEES 924 924   0
    LICENSES 95 0   95
    PAYROLL PROCESSING FEE 4,728 0   0
    RECRUITING AND PROFESSIONAL DEVELOPMENT 53,878 0   53,878


    TY 2021 OtherIncomeSchedule2
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GRANT RETURN 80,150   80,150


    TY 2021 OtherIncreasesSchedule
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Description Amount
    UNREALIZED GAIN 20,655,307


    TY 2021 OtherLiabilitiesSchedule
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED PTO 93,446 114,499


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    I.T. EXPENSE 25,681 0   25,681
    CONSULTING 68,895 0   95,480
    INVESTMENT FEES 795,423 795,423   0


    TY 2021 TaxesSchedule
    Name:
    NEXTFIFTY INITIATIVE
    EIN:
    26-2700185
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCOME & EXCISE TAXES 178,000 0   0
    PROPERTY TAX 43 0   43