Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$263,849,808J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 31,654 31,654  
4 Dividends and interest from securities... 4,428,219 4,428,219  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,239,314
b Gross sales price for all assets on line 6a 30,119,751
7 Capital gain net income (from Part IV, line 2)... 1,239,314
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
62,267 0  
12 Total. Add lines 1 through 11........ 5,761,454 5,699,187  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 421,065 42,107   822,377
14 Other employee salaries and wages...... 1,096,549 0   700,323
15 Pension plans, employee benefits....... 241,557 0   329,492
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
32,941 0   32,941
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,354 0   52,354
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,356,858 990,766   469,413
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
71,200 0   0
19 Depreciation (attach schedule) and depletion... 39,159 0  
20 Occupancy.............. 218,831 0   196,220
21 Travel, conferences, and meetings....... 112,066 0   175,781
22 Printing and publications.......... 2,903 0   1,150
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
341,772 1,601   118,943
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,987,255 1,034,474   2,898,994
25 Contributions, gifts, grants paid....... 10,448,146 8,011,949
26 Total expenses and disbursements. Add lines 24 and 25 14,435,401 1,034,474   10,910,943
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,673,947
b Net investment income (if negative, enter -0-) 4,664,713
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 400,911 81,378 81,378
2 Savings and temporary cash investments......... 2,285,995 2,687,050 2,687,050
3 Accounts receivable right arrow16,719
Less: allowance for doubtful accounts right arrow   250 16,719 16,719
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 40,579 57,323 57,323
10a Investments—U.S. and state government obligations (attach schedule) 15,240,391 Click to see attachment
List of Attached Documents:
// Content
21,790,228 		21,790,228
b Investments—corporate stock (attach schedule)....... 133,815,964 Click to see attachment
List of Attached Documents:
// Content
143,705,503 		143,705,503
c Investments—corporate bonds (attach schedule)....... 50,365,446 Click to see attachment
List of Attached Documents:
// Content
48,260,296 		48,260,296
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 41,148,676 Click to see attachment
List of Attached Documents:
// Content
46,459,220 		46,459,220
14 Land, buildings, and equipment: basis right arrow249,099
Less: accumulated depreciation (attach schedule) right arrow101,124 175,082 Click to see attachment
List of Attached Documents:
// Content
147,975 		147,975
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
824,455 		Click to see attachment
List of Attached Documents:
// Content
644,116 		Click to see attachment
List of Attached Documents:
// Content
644,116
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 244,297,749 263,849,808 263,849,808
Liabilities 17 Accounts payable and accrued expenses.......... 51,969 66,896
18 Grants payable................. 878,410 3,184,210
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
912,963 		Click to see attachment
List of Attached Documents:
// Content
717,873
23 Total liabilities (add lines 17 through 22)......... 1,843,342 3,968,979
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 242,454,407 259,880,829
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 242,454,407 259,880,829
30 Total liabilities and net assets/fund balances (see instructions). 244,297,749 263,849,808
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
242,454,407
2
Enter amount from Part I, line 27a .....................
2
-8,673,947
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
26,100,369
4
Add lines 1, 2, and 3 ..........................
4
259,880,829
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
259,880,829
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 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 30,119,751   28,880,437 1,239,314
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       1,239,314
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 1,239,314
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 64,840
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 64,840
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 64,840
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 69,474
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 71,474
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,634
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,634 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.NEXT50INITIATIVE.ORG
14
The books are in care ofright arrowTRACY LANGWORTHY Telephone no.right arrow (303) 547-1800

Located atright arrow2000 S COLORADO BLVD TOWER 1 SUITE5500DENVERCO ZIP+4right arrow80222
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
PETER KALDES PRESIDENT & CEO
40.00 		375,336 45,729 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
JOIE GLENN CHAIR
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
ERIC KUHN SECRETARY
4.00 		0 0 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
KEN TAYLOR TREASURER
1.00 		0 0 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
KRISTINE BURROWS TRUSTEE
1.00 		0 0 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
MARCO CHAYET TRUSTEE
1.00 		0 0 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
VATSALA KAPUR TRUSTEE
1.00 		0 0 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
SEKHAR PALADUGU TRUSTEE
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
TIFFANY M WELCH VICE PRESIDENT, STRA
40.00 		160,471 22,379 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
JILLIAN KELLY VICE PRESIDENT, IMPA
40.00 		161,454 11,233 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
SU CHAE DIRECTOR OF FINANCE
40.00 		116,231 28,992 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
VIRGINIA DEL CASTILLO COMMUNITY IMPACT MAN
40.00 		112,046 23,754 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
KATHERINE PLOMER COMMUNITY IMPACT MAN
40.00 		76,842 30,688 0
2000 S COLORADO BLVD TOWER 1 STE
5500
DENVER,CO80222
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GOLDMAN SACHS ADVISORS INVESTMENT ADVISORY 990,766
200 WEST ST
NEW YORK,NY10282
IIIQ CONSULTING SERVICES 92,132
724 S PEARL ST
DENVER,CO80209
PROSONO CONSULTING SERVICES 67,260
1120 LINCOLN ST STE 704
DENVER,CO80203
RUBINBROWN LLP AUDIT, TAX, & BUSINESS CONSULTANTS 52,250
7676 FORSYTH BLVD STE 2100
ST LOUIS,MO63105
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
250,330,558
b
Average of monthly cash balances.......................
1b
3,784,685
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
254,115,243
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
254,115,243
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,811,729
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
250,303,514
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,515,176
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
12,515,176
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
64,840
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
64,840
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
12,450,336
4
Recoveries of amounts treated as qualifying distributions................
4
60,000
5
Add lines 3 and 4............................
5
12,510,336
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
12,510,336
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
10,910,943
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
12,052
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
10,922,995
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 12,510,336
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 8,053,524
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 10,922,995
a Applied to 2023, but not more than line 2a 8,053,524
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 2,869,471
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		9,640,865
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ALL GRANT APPLICATIONS SHOULD BE CO
AT WWWNEXTFIFTYINITIATIVEORG
DENVER,CO80222
(303) 547-1800
INFO@NEXT50FOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
PLEASE SEE TO WWW.NEXT50FOUNDATION.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 TO WWW.NEXT50FOUNDATION.ORG FOR DETAILS
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AGE WISE COLORADO (REPLACES INTERNATIONAL HOME CARE NURSES ORGANIZATION)

393 S OGDEN ST
DENVER,CO80209 		N/A PC GENERAL SUPPORT 5,000

ALAMOSA SENIOR CENTER

PO BOX 1007
ALAMOSA,CO81101 		N/A PC GENERAL SUPPORT 25,000

ALAMOSA SENIOR CITIZENS INC

PO BOX 1007
ALAMOSA,CO81101 		N/A PC GENERAL SUPPORT 30,000

ALMOST HOME INC

22 S 4TH AVE STE 102
BRIGHTON,CO80601 		N/A PC GENERAL SUPPORT 200,000

AMERICAN SOCIETY ON AGING

605 MARKET ST STE 1111
SAN FRANCISCO,CA94105 		N/A PC GENERAL SUPPORT 600,000

ANTONITO SENIOR CITIZENS ASSOCIATION

PO BOX 296
ANTONITO,CO81120 		N/A PC GENERAL SUPPORT 26,500

ARIZONA HEALTH CARE ASSOCIATION

3003 N CENTRAL AVE STE 860
PHOENIX,AZ85012 		N/A PC GENERAL SUPPORT 69,991

ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION

2700 HORIZON DR 120
KING OF PRUSSIA,PA19406 		N/A PC GENERAL SUPPORT 5,000

BELOVED GRANDFAMILIES

116 S BANNOCK ST
DENVER,CO80223 		N/A PC GENERAL SUPPORT 5,000

BOULDER COUNTY AIDS PROJECT

2118 14TH ST
BOULDER,CO803024804 		N/A PC GENERAL SUPPORT 85,000

BOULDER FOOD RESCUE

PO BOX 284
BOULDER,CO803060284 		N/A PC GENERAL SUPPORT 180,000

BROTHERS REDEVELOPMENT

2250 EATON ST STE B
EDGEWATER,CO80214 		N/A PC GENERAL SUPPORT 260,000

CATHOLIC CHARITIES AND COMMUNITY SERVICES

6240 SMITH RD
DENVER,CO80216 		N/A PC GENERAL SUPPORT 300,000

CENTER FOR PEOPLE WITH DISABILITIES

1675 RANGE ST
BOULDER,CO80301 		N/A PC GENERAL SUPPORT 125,000

CHALDEAN COMMUNITY FOUNDATION

3601 15 MILE RD 3601
STERLING HEIGHTS,MI48310 		N/A PC GENERAL SUPPORT 27,500

CHINOOK FUNDS

1031 33RD ST STE 237
DENVER,CO80205 		N/A PC GENERAL SUPPORT 5,000

CITY AND COUNTY OF DENVER

201 W COLFAX AVE DEPT 602
DENVER,CO80022 		N/A GOV GENERAL SUPPORT 2,500

CIUDAD NUEVA COMMUNITY OUTREACH

810 N CAMPBELL
EL PASO,TX79902 		N/A PC GENERAL SUPPORT 30,000

COAL CREEK MEALS ON WHEELS

455 NORTH BURLINGTON AVE
LAFAYETTE,CO80026 		N/A PC GENERAL SUPPORT 50,000

COLORADO CENTER FOR AGING

PO BOX 102662
DENVER,CO802502662 		N/A PC GENERAL SUPPORT 5,000

COLORADO CONSUMER HEALTH INITIATIVE

303 E 17TH AVE STE 400
DENVER,CO802031289 		N/A PC GENERAL SUPPORT 125,000

COLORADO DIGITAL HEALTH

303 E 17TH AVE STE 405
DENVER,CO802031258 		N/A PC GENERAL SUPPORT 2,500

COLORADO GERONTOLOGICAL SOCIETY

1129 PENNSYLVANIA ST
DENVER,CO80203 		N/A PC GENERAL SUPPORT 149,600

COLORADO SPRINGS SPORTS CORP

1631 MESA AVE STE E
COLORADO SPRINGS,CO80906 		N/A PC GENERAL SUPPORT 5,000

COMMUNITY CONNECTIONS

281 SAWYER DR
DURANGO,CO81303 		N/A PC GENERAL SUPPORT 150,000

COMMUNITY EMPOWERMENT FUND

208 N COLUMBIA ST STE 100
CHAPEL HILL,NC27514 		N/A PC GENERAL SUPPORT 75,000

COMMUNITY RESOURCE CENTER

303 E 17TH AVE STE 405
DENVER,CO80203 		N/A PC GENERAL SUPPORT 15,000

CONSUMER TECHNOLOGY ASSOCIATION FOUNDATION

1919 S EADS ST
ARLINGTON,VA22202 		N/A PC GENERAL SUPPORT 75,000

DAYBREAK ADULT CARE

510 17TH ST STE 200
OAKLAND,CA946121567 		N/A PC GENERAL SUPPORT 54,175

DELTA HEALTH (DELTA COUNTY MEMORIAL HOSPITAL)

1501 E 3RD ST
DELTA,CO81416 		N/A PC GENERAL SUPPORT 85,000

DEMENTIA FRIENDLY COMMUNITIES FOR NORTHERN CO

4025 AUTOMATION WAY U F2
FORT COLLINS,CO80525 		N/A PC GENERAL SUPPORT 60,000

DENVER ASSET BUILDING COALITION

2475 W 26TH AVE
DENVER,CO802115501 		N/A PC GENERAL SUPPORT 30,000

DENVER FILM SOCIETY

2516 E COLFAX AVE
DENVER,CO80206 		N/A PC GENERAL SUPPORT 20,000

DENVER INDIAN CENTER

4407 MORRISON RD
DENVER,CO802192464 		N/A PC GENERAL SUPPORT 150,000

DENVER INNER CITY PARISH

1212 MARIPOSA ST
DENVER,CO80204 		N/A PC GENERAL SUPPORT 5,000

EARTHLINKS

2746 WEST 13TH AVE
DENVER,CO80204 		N/A PC GENERAL SUPPORT 50,000

EASTER SEALS GREATER HOUSTON

4888 LOOP CENTRAL DR STE 200
HOUTSTON,TX77081 		N/A PC GENERAL SUPPORT 75,000

EL PASO FOUNTAIN VALLEY SENIOR CITIZEN PROGRAM

5745 SOUTHMOOR DR
FOUNTAIN,CO808172520 		N/A PC GENERAL SUPPORT 30,000

ELDERHAUS ADULT DAY PROGRAM

6813 S COLLEGE AVE
FORT COLLINS,CO805254144 		N/A PC GENERAL SUPPORT 1,500

FLORENCE SENIOR COMMUNITY CENTER

PO BOX 300
FLORENCE,CO812260300 		N/A PC GENERAL SUPPORT 16,800

FOCUS POINTS FAMILY RESOURCE CENTER

2501 E 48TH AVE
DENVER,CO80216 		N/A PC GENERAL SUPPORT 200,000

FRANKLIN REGIONAL COUNCIL ON GOVERNMENTS

12 OLIVE ST STE 2
GREENFIELD,MA01301 		N/A PC GENERAL SUPPORT 40,749

GAY ELDERS OF METRO DETROIT DBA MIGEN

290 W NINE MILE RD
FERNDALE,MI48220 		N/A PC GENERAL SUPPORT 150,000

GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATION ASSOCIATION

3939 CAMPBELL AVE
ARLINGTON,VA22206 		N/A PC GENERAL SUPPORT 50,000

HEALTHY AIR AND WATER COLORADO

303 E 17TH AVE STE 400
DENVER,CO80203 		N/A PC GENERAL SUPPORT 150,000

HOSPICE OF MONTEZUMA

PO BOX 740
CORTEZ,CO813210740 		N/A PC GENERAL SUPPORT 25,000

INNOVATION DEVELOPMENT INSTITUTE INC (MATTER CHICAGO)

222 W MERCHANDISE MART PLZ 1230
CHICAGO,IL60654 		N/A PC GENERAL SUPPORT 50,000

INTERFAITH WORKS OF CENTRAL NEW YORK INC

1010 JAMES ST
SYRACUSE,NY13203 		N/A PC GENERAL SUPPORT 119,611

INTERNATIONAL ECONOMIC DEVELOPMENT COUNCIL

1275 K ST NW STE 300
WASHINGTON,DC20005 		N/A PC GENERAL SUPPORT 10,000

ITNAMERICA

479 MAIN ST
WESTBROOK,ME04092 		N/A PC GENERAL SUPPORT 150,000

JANNUS INC

C/O AGING STRONG 3501 W ELDER ST
STE 104
BOISE,ID837054986 		N/A PC GENERAL SUPPORT 70,000

JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC

12320 PARKLAWN DR
ROCKVILLE,MD20852 		N/A PC GENERAL SUPPORT 70,000

JUSTICE AND MERCY LEGAL AID CENTER

913 N WYANDOT ST
DENVER,CO802043801 		N/A PC GENERAL SUPPORT 100,000

KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES

2239 N SCHOOL ST
HONOLULU,HI96819 		N/A PC GENERAL SUPPORT 33,226

LA ALIANZA HISPANA INC

1000 MASSACHUSETTS AVE STE 101
BOSTON,MA02118 		N/A PC GENERAL SUPPORT 100,000

LADIES OF HOPE MINISTRIES INC

8 W 126TH ST
NEW YORK,NY10027 		N/A PC GENERAL SUPPORT 140,000

LEADINGAGE

2519 CONNECTICUT AVE NW
WASHINGTON,DC20008 		N/A PC GENERAL SUPPORT 149,900

LIFEART DANCE

18052 E 104TH PL UNIT D
COMMERCE CITY,CO80022 		N/A PC GENERAL SUPPORT 5,500

MAINE COUNCIL ON AGING

14 MAINE ST C/O VOLUNTEERS OF
AMERICA NNE
BRUNSWICK,ME04011 		N/A PC GENERAL SUPPORT 30,000

MI CASA RESOURCE CENTER

345 S GROVE ST
DENVER,CO80219 		N/A PC GENERAL SUPPORT 75,000

MILWAUKEE CHRISTIAN CENTER

807 S 14TH ST
MILWAUKEE,WI53204 		N/A PC GENERAL SUPPORT 50,000

MONTROSE RECREATION DISTRICT

16350 WOODGATE RD
MONTROSE,CO81401 		N/A PC GENERAL SUPPORT 11,000

MOUNT EVANS HOME HEALTH CARE & HOSPICE

3081 BERGEN PEAK DR
EVERGREEN,CO80439 		N/A PC GENERAL SUPPORT 75,000

MOUNTAIN RESOURCE CENTER

PO BOX 425
CONIFER,CO804330425 		N/A PC GENERAL SUPPORT 59,777

NANASP

1612 K ST NW 200
WASHINGTON,DC20006 		N/A PC GENERAL SUPPORT 3,000

NATIONAL IOTA FOUNDATION

1600 N CALVERT ST
BALTIMORE,MD21202 		N/A PC GENERAL SUPPORT 5,000

NEVADA SENIOR SERVICES INC

901 N JONES BLVD
LAS VEGAS,NV89108 		N/A PC GENERAL SUPPORT 10,000

NEW YORK CITY DEPARTMENT FOR THE AGING

2 LAFAYETTE ST 11TH FLOOR
NEW YORK,NY10007 		N/A GOV GENERAL SUPPORT 143,686

NORTH FORK SENIOR CONNECTIONS

PO BOX 1738
PAONIA,CO814285074 		N/A PC GENERAL SUPPORT 2,000

NORTHWEST COLORADO HEALTH (NORTHWEST COLORADO VISITING NURSE ASSOC)

940 CENTRAL PARK DR STE 101
STEAMBOAT SPRINGS,CO804878853 		N/A PC GENERAL SUPPORT 35,500

OKLAHOMA STATE UNIVERSITY

138 HUMAN SCIENCES
STILLWATER,OK740786112 		N/A GOV GENERAL SUPPORT 77,282

ONE FAMILY FOUNDATION

15682 CATHEDRAL WAY
RAMONA,CA92065 		N/A PC GENERAL SUPPORT 500,000

PARKINSON ASSOCIATION OF THE ROCKIES

1325 S COLORADO BLVD STE 204-B
DENVER,CO80222 		N/A PC GENERAL SUPPORT 100,000

PENINSULA AGENCY ON AGING INC

739 THIMBLE SHOALS BLVD STE 1006
NEWPORT NEWS,VA23606 		N/A PC GENERAL SUPPORT 100,000

PIKES PEAK ELDER JUSTICE CENTER

320 N ACADEMY BLVD 204
COLORADO SPRINGS,CO809096621 		N/A PC GENERAL SUPPORT 59,000

PINE RIVER SHARES

658 S EAST ST
BAYFIELD,CO81122 		N/A PC GENERAL SUPPORT 5,000

PLACES TO AGE

P O BOX 492
BUENA VISTA,CO81211 		N/A PC GENERAL SUPPORT 75,000

PROJECT ANGEL HEART

4950 WASHINGTON ST
DENVER,CO80216 		N/A PC GENERAL SUPPORT 3,500

ROCKY MOUNTAIN PUBLIC MEDIA

2101 ARAPAHOE ST
DENVER,CO80205 		N/A PC GENERAL SUPPORT 100,000

SEBS RECREATION CENTER

1710 S BUCKLEY RD U 9
AURORA,CO800175639 		N/A PC GENERAL SUPPORT 5,000

SECOND CHANCE CENTER INC

224 POTOMAC ST
AURORA,CO80011 		N/A PC GENERAL SUPPORT 228,900

SISTER CARMEN COMMUNITY CENTER

655 ASPEN RIDGE DR
LAFAYETTE,CO800269341 		N/A PC GENERAL SUPPORT 100,000

SMALL TOWN PROJECT

805 CHESTNUT ST
ROCKY FORD,CO81067 		N/A PC GENERAL SUPPORT 30,000

SMITHSONIAN AMERICAN ART MUSEUM

750 9TH ST NW STE 3100
WASHINGTON,DC20001 		N/A PC GENERAL SUPPORT 25,000

SOUTHEAST ASIA RESOURCE ACTION CENTER

1628 16TH ST NW
WASHINGTON,DC20009 		N/A PC GENERAL SUPPORT 75,000

SOUTHWEST CENTER FOR INDEPENDENCE

3473 MAIN AVE STE 23
DURANGO,CO813014040 		N/A PC GENERAL SUPPORT 70,000

SOUTHWEST IMPROVEMENT COUNCIL

1000 S LOWELL BLVD
DENVER,CO80219 		N/A PC GENERAL SUPPORT 20,000

STERLING FAMILY RESOURCE CENTER

PO BOX 9469
NEW YORK,NY100879469 		N/A PC GENERAL SUPPORT 5,000

SUNSHINE HOME SHARE COLORADO

3532 N FRANKLIN ST E2/E3
DENVER,CO802053961 		N/A PC GENERAL SUPPORT 91,114

TEENSWHOCARE

8142 150TH PL SSE
NEWCASTLE,WA98059 		N/A PC GENERAL SUPPORT 25,000

THE BELL POLICY CENTER

303 E 17TH AVE STE 400
DENVER,CO80203 		N/A PC GENERAL SUPPORT 141,800

THE HOLDING CO

320 FLORIDA ST
SAN FRANCISCO,CA94110 		N/A PC GENERAL SUPPORT 25,000

THE MEMORY CARE ALLIANCE

1541 S ST FRANCIS DR
SANTA FE,NM87505 		N/A PC GENERAL SUPPORT 30,000

THINK 360 ARTS FOR LEARNING

1325 S COLORADO BLVD STE 605
DENVER,CO80222 		N/A PC GENERAL SUPPORT 2,500

TWO PEAKS FITNESS

PO BOX 905
LA VETA,CO810550905 		N/A PC GENERAL SUPPORT 29,000

UNIVERSIDAD DEL SAGRADO CORAZON

CALLE ROSALES ESQ SAN ANTONIO
SAN JUAN,PR009148505 		N/A PC GENERAL SUPPORT 116,042

UNIVERSITY OF COLORADO DENVER

E 17TH PL ROOM W1124
AURORA,CO88045 		N/A GOV GENERAL SUPPORT 130,049

USAGING

1100 NEW JERSEY AVE SE STE 350
WASHINGTON,DC20003 		N/A PC GENERAL SUPPORT 184,698

VIVE WELLNESS

1620 E 36TH AVE
DENVER,CO80205 		N/A PC GENERAL SUPPORT 100,000

WABANAKI PUBLIC HEALTH AND WELLNESS

PO BOX 1356
BANGOR,ME04402 		N/A PC GENERAL SUPPORT 100,000

WHOLESOME WAVE

777 CLEVELAND AVE SW STE 400
ATLANTA,GA30315 		N/A PC GENERAL SUPPORT 100,539

WOODLAND PARK SENIOR ORGANIZATION

PO BOX 5813
WOODLAND PARK,CO808665813 		N/A PC GENERAL SUPPORT 2,510

WRAY COMMUNITY FOUNDATION (WRAY 55 & OVER CLUB)

206 MAIN ST
WRAY,CO80758 		N/A PC GENERAL SUPPORT 30,000
Total .................................right arrow 3a 8,011,949
bApproved for future payment

ALMOST HOME INC
22 S 4TH AVE STE 102
BRIGHTON,CO80601 		N/A PC GENERAL SUPPORT 200,000

AMERICAN SOCIETY ON AGING
605 MARKET ST STE 1111
SAN FRANCISCO,CA94105 		N/A PC GENERAL SUPPORT 300,000

COAL CREEK MEALS ON WHEELS
455 NORTH BURLINGTON AVE
LAFAYETTE,CO80026 		N/A PC GENERAL SUPPORT 50,000

DENVER INDIAN CENTER
4407 MORRISON RD
DENVER,CO802192464 		N/A PC GENERAL SUPPORT 150,000

GAY ELDERS OF METRO DETROIT DBA MIGEN
290 W NINE MILE RD
FERNDALE,MI48220 		N/A PC GENERAL SUPPORT 150,000

INTERFAITH WORKS OF CENTRAL NEW YORK INC
1010 JAMES ST
SYRACUSE,NY13203 		N/A PC GENERAL SUPPORT 125,148

ITNAMERICA
479 MAIN ST
WESTBROOK,ME04092 		N/A PC GENERAL SUPPORT 150,000

JANNUS INC
C/O AGING STRONG 3501 W ELDER ST
STE 104
BOISE,ID837054986 		N/A PC GENERAL SUPPORT 80,000

JUSTICE AND MERCY LEGAL AID CENTER
913 N WYANDOT ST
DENVER,CO802043801 		N/A PC GENERAL SUPPORT 150,000

LA ALIANZA HISPANA INC
1000 MASSACHUSETTS AVE STE 101
BOSTON,MA02118 		N/A PC GENERAL SUPPORT 100,000

LEADINGAGE
2519 CONNECTICUT AVE NW
WASHINGTON,DC20008 		N/A PC GENERAL SUPPORT 100,100

MAINE COUNCIL ON AGING
14 MAINE ST C/O VOLUNTEERS OF
AMERICA NNE
BRUNSWICK,ME04011 		N/A PC GENERAL SUPPORT 30,000

MI CASA RESOURCE CENTER
345 S GROVE ST
DENVER,CO80219 		N/A PC GENERAL SUPPORT 75,000

MOUNT EVANS HOME HEALTH CARE & HOSPICE
3081 BERGEN PEAK DR
EVERGREEN,CO80439 		N/A PC GENERAL SUPPORT 75,000

MOUNTAIN RESOURCE CENTER
PO BOX 425
CONIFER,CO804330425 		N/A PC GENERAL SUPPORT 60,402

NEW YORK CITY DEPARTMENT FOR THE AGING
2 LAFAYETTE ST 11TH FLOOR
NEW YORK,NY10007 		N/A GOV GENERAL SUPPORT 246,075

OKLAHOMA STATE UNIVERSITY
138 HUMAN SCIENCES
STILLWATER,OK740786112 		N/A GOV GENERAL SUPPORT 83,488

ROCKY MOUNTAIN PUBLIC MEDIA
2101 ARAPAHOE ST
DENVER,CO80205 		N/A PC GENERAL SUPPORT 200,000

SOUTHEAST ASIA RESOURCE ACTION CENTER
1628 16TH ST NW
WASHINGTON,DC20009 		N/A PC GENERAL SUPPORT 75,000

SUNSHINE HOME SHARE COLORADO
3532 N FRANKLIN ST E2/E3
DENVER,CO802053961 		N/A PC GENERAL SUPPORT 291,320

THE BELL POLICY CENTER
303 E 17TH AVE STE 400
DENVER,CO80203 		N/A PC GENERAL SUPPORT 170,800

UNIVERSITY OF COLORADO DENVER
E 17TH PL ROOM W1124
AURORA,CO88045 		N/A GOV GENERAL SUPPORT 126,186

USAGING
1100 NEW JERSEY AVE SE STE 350
WASHINGTON,DC20003 		N/A PC GENERAL SUPPORT 87,325

WHOLESOME WAVE
777 CLEVELAND AVE SW STE 400
ATLANTA,GA30315 		N/A PC GENERAL SUPPORT 108,366
Total ................................. right arrow 3b 3,184,210
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 31,654  
4 Dividends and interest from securities ....     14 4,428,219  
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 1,239,314  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT RETURN 		        60,000
bMISCELLANEOUS REVENUE         1,460
cSPEAKING FEE REVENUE         807
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,699,187 62,267
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,761,454
(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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 52,354 0   52,354

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

TY 2024 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
OKLAHOMA STATE UNIVERSITY
  		219 STUDENT UNION
STILLWATER,OK74078 		2024-12-05 77,282 IMPROVING WELLNESS ACROSS THE LIFESPAN WITH THE ACTIVE AGING FOR L.I.F.E. HEALTH EDUCATION PROGRAM   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
UNIVERSITY OF COLORADO DENVER
  		1201 LARIMER ST
DENVER,CO80204 		2024-12-19 130,049 RESEARCH ROADSHOWS ENGAGE OLDER ADULTS IN RESEARCH TO ADVANCE HEALTH EQUITY   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
CITY AND COUNTY OF DENVER
  		201 W COLFAX AVE DEPT 602
DENVER,CO80022 		2024-11-07 2,500 2024 41ST HIAWATHA DAVIS JR SENIOR LUNCHEON   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.
NEW YORK CITY DEPARTMENT FOR THE AGING
  		2 LAFAYETTE ST 11TH FLOOR
NEW YORK,NY10007 		2024-11-21 143,686 NYC'S PARTNERSHIPS FOR ANTI-AGEISM GUIDED EDUCATION (PAGE)   N/A SEMI-ANNUAL REPORTS ISSUED   REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY.

TY 2024 InvestmentsCorpBondsSchedule
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Name of Bond End of Year Book Value End of Year Fair Market Value
AERCAP IRELAND CAPITAL DESIGNA 3.4% 10/29/2033 USD SR LIEN AERCAP GLOBAL AVI 379,137 379,137
AIR LEASE CORP MTN 2.875% 01/15/2026 USD SR LIEN 416,626 416,626
ALEXANDRIA REAL ESTATE EQUITIE 2.95% 03/15/2034 SR LIEN 226,338 226,338
ALEXANDRIA REAL ESTATE EQUITIE 4.75% 04/15/2035 SR LIEN 213,381 213,381
AMERICAN INTERNATIONAL 5.125% 03/27/2033 SR LIEN 273,691 273,691
AMGEN INC. 5.25% 03/02/2030 SR LIEN 222,832 222,832
AT&T INC. 4.35% 03/01/2029 USD SER 10YR SR LIEN 332,776 332,776
B.A.T. CAPITAL CORPORATION 4.906% 04/02/2030 USD SR LIEN 235,047 235,047
BANCO SANTANDER, S.A. HYBRID 09/14/2027 USD SR LIEN CPN 09/14/21 1.722% 380,159 380,159
BANK OF AMERICA CORPORATION HYBRID MTN 02/07/2030 USD SER N SR LIEN CPN 02/0 784,574 784,574
BARCLAYS PLC HYBRID 11/24/2027 USD SR LIEN CPN 11/24/21 2.279% 437,630 437,630
BERKSHIRE HATHAWAY ENERGY COMP 3.25% 04/15/2028 USD SER WI SR LIEN M-W+15.00 237,723 237,723
BOEING COMPANY (THE) 2.196% 02/04/2026 USD SR LIEN 254,466 254,466
BP CAP MARKETS AMERICA 3.543% 04/06/2027 USD SR LIEN 360,475 360,475
BROADCOM INC. 5.0% 04/15/2030 USD SER WI SR LIEN 215,282 215,282
BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR LIEN 330,914 330,914
CANADIAN IMPERIAL BANK OF COMMERCE 5.26% 04/08/2029 SR LIEN 537,570 537,570
CHARLES SCHWAB CORPORATION (TH 1.65% 03/11/2031 SR LIEN 642,690 642,690
CITIGROUP 07/24/2028 586,837 586,837
COMCAST CORPORATION 4.2% 08/15/2034 USD SR LIEN 523,288 523,288
CREDIT SUISSE AG-NEW YORK BRAN 2.95% 04/09/2025 USD SR LIEN 510,908 510,908
CROWN CASTLE INTL CORP 4.3% 02/15/2029 USD SR LIEN 226,291 226,291
CUMMINS INC. 1.5% 09/01/2030 USD SR LIEN 271,089 271,089
CVS HEALTH CORPORATION 4.875% 07/20/2035 USD SR LIEN 217,698 217,698
DOW CHEMICAL CO/THE 4.25% 10/01/2034 USD SR LIEN 438,790 438,790
DUKE ENERGY FLORIDA LLC 3.8% 07/15/2028 USD SR LIEN 179,451 179,451
EATON VANCE GROUP EATON VANCE INCM FD OF BOSTON MUTUAL FUND CLASS I SHARES 11,612,684 11,612,684
ENERGY TRANSFER PARTNERS 4.75% 01/15/2026 USD SR LIEN 158,162 158,162
EOG RESOURCES INC 4.375% 04/15/2030 USD SR LIEN 294,458 294,458
EXELON CORPORATION 4.05% 04/15/2030 USD SR LIEN 427,013 427,013
FEDERAL HOME LOAN BANK SYSTEM 3.0% 09/11/2026 SER 0000 1,482,265 1,482,265
FEDERATED HY BOND FUND 11,562,095 11,562,095
FEDEX CORPORATION 4.9% 01/15/2034 USD SR LIEN 411,161 411,161
FISERV INC 5.45% 03/15/2034 SR LIEN 257,098 257,098
FOX CORP 3.5% 04/08/2030 USD SR LIEN 218,426 218,426
FRANKLIN RESOURCES INC 1.6% 10/30/2030 SR LIEN 417,233 417,233
GENERAL MOTORS FINL CO 5.75% 02/08/2031 SR LIEN 359,513 359,513
HORMEL FOODS CORP 1.8% 06/11/2030 USD SR LIEN 553,094 553,094
HSBC HOLDINGS PLC HYBRID 06/19/2029 USD SR LIEN CPN 06/19/18 4.583% 372,840 372,840
HUMANA INC. 5.375% 04/15/2031 SR LIEN 315,029 315,029
ING GROEP N.V. HYBRID 03/28/2028 USD SR LIEN CPN 03/28/22 4.017% 221,719 221,719
ING GROEP N.V. HYBRID 04/01/2032 USD SR LIEN CPN 04/01/21 2.727% 370,404 370,404
INTUIT INC 1.65% 07/15/2030 USD SR LIEN 598,371 598,371
JOHNSON & JOHNSON 3.55% 03/01/2036 USD SR LIEN 79,682 79,682
JP MORGAN CHASE & CO. HYBRID 02/01/2028 348,120 348,120
KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIEN 249,518 249,518
MIZUHO FINANCIAL GROUP, INC. HYBRID 05/25/2031 USD SR LIEN CPN 02/25/20-05/2 426,820 426,820
MIZUHO FINANCIAL GROUP, INC. HYBRID 07/10/2031 USD SR LIEN CPN 07/10/20 2.20 233,511 233,511
MORGAN STANLEY HYBRID MTN 01/23/2030 USD SR LIEN CPN 01/23/19 4.431% 425,996 425,996
NATIONAL RURAL UTILITIES COOPE 3.4% 02/07/2028 486,930 486,930
NORTHERN TRUST CORPORATION HYBRID 05/08/2032 JRSUB LIEN CPN 05/08/17 3.375% 361,709 361,709
NORTHROP GRUMMAN CORP 2.93% 01/15/2025 405,080 405,080
NXP BV/NXP FUNDING LLC 5.55% 12/01/2028 USD SR LIEN 436,300 436,300
ORACLE SYSTEMS CORP 3.4% 07/04/2028 264,178 264,178
PAYPAL HOLDINGS, INC. 2.85% 10/01/2029 USD SR LIEN 555,529 555,529
PHILIP MORRIS INTERNATIONAL IN 2.75% 02/25/2026 USD SR LIEN 228,252 228,252
PHILIP MORRIS INTERNATIONAL INC. 4.375% 11/01/2027 SR LIEN 252,677 252,677
PNC BANK NA 4.05% 07/26/2028 USD SER BKNT SUB LIEN 245,914 245,914
PUBLIC STORAGE 3.094% 09/15/2027 121,324 121,324
RALPH LAUREN CORP 2.95% 06/15/2030 USD SR LIEN 528,643 528,643
REALTY INCOME CORPORATION 3.0% 01/15/2027 USD SR LIEN 269,795 269,795
ROPER TECHNOLOGIES INC 1.75% 02/15/2031 USD SR LIEN 236,029 236,029
SANTANDER UK GROUP HOLDINGS PL HYBRID 11/03/2028 USD SR LIEN CPN 11/03/17 3. 144,195 144,195
S&P GLOBAL INC. 2.95% 01/22/2027 USD SR LIEN 477,605 477,605
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN 213,012 213,012
THE CIGNA GROUP 5.25% 02/15/2034 SR LIEN 414,345 414,345
THE J. M. SMUCKER COMPANY 4.25% 03/15/2035 USD SER WI SR LIEN 209,503 209,503
U.S. BANCORP HYBRID 10/21/2033 USD SR LIEN CPN 10/21/22 5.85% 215,031 215,031
UNITEDHEALTH GROUP INCORPORATE 3.85% 06/15/2028 USD SR LIEN 345,614 345,614
VERIZON COMMUNICATIONS INC. 4.4% 11/01/2034 USD SR LIEN 225,109 225,109
VERIZON COMMUNICATIONS, INC. 4.329% 09/21/2028 USD SER WI SR LIEN 225,467 225,467
WESTPAC BANKING CORPORATION HYBRID 02/04/2030 USD SUB LIEN CPN 01/31/20 2.89 565,414 565,414
XILINX, INC. 2.375% 06/01/2030 USD SR LIEN 1,766 1,766

TY 2024 InvestmentsCorpStockSchedule
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND K SHARES 7,592,885 7,592,885
ISHARES S&P 500 K 117,379,055 117,379,055
MULTI-MANAGER INTERNATIONAL EQUITY FUND I 7,630,124 7,630,124
MULTI-MANAGER US SMALL CAP EQUITY FUND I 8,656,107 8,656,107
STATE STREET EMERGING MARKETS EQUITY INDEX FUND K CLASS 2,447,332 2,447,332

TY 2024 InvestmentsGovtObligationsSch
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
US Government Securities - End of Year Book Value:

21,790,228
US Government Securities - End of Year Fair Market Value:

21,790,228
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
E&F PRIVATE EQUITY MANAGERS (2022) FMV 1,033,073 1,033,073
E&F PRIVATE EQUITY MANAGERS (2023) OFFSHORE LP FMV 10,063 10,063
PETERSHILL IV OFFSHORE FMV 410,458 410,458
PRIVATE CREDIT MANAGERS (2023) OFFSHORE LP NULL FMV 328,690 328,690
PRIVATE CREDIT MANAGERS II OFFSHORE LP FMV 4,317,263 4,317,263
PRIVATE CREDIT MANAGERS III OFFSHORE LP FMV 7,557,613 7,557,613
PRIVATE CREDIT MANAGERS IV OFFSHORE LP FMV 3,456,712 3,456,712
PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP FMV 4,766,543 4,766,543
PRIVATE EQUITY MANAGERS (2019) OFFSHORE SCSP FMV 5,291,959 5,291,959
PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP FMV 3,821,995 3,821,995
PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP FMV 4,161,012 4,161,012
PRIVATE TECHNOLOGY OPPORTUNITIES FMV 932,009 932,009
VINTAGE VIII OFFSHORE SCSP FMV 8,019,719 8,019,719
MRI - AGE 1 FUND FMV 681,679 681,679
MRI - 1843 CAPITAL FMV 1,091,696 1,091,696
PRIMETIME PARTNERS FUND II FMV 578,736 578,736

TY 2024 LandEtcSchedule2
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE & EQUIPMENT 170,358 72,942 97,416 97,416
LEASEHOLD IMPROVEMENTS 31,140 12,315 18,825 18,825
WEBSITE 47,601 15,867 31,734 31,734


TY 2024 LegalFeesSchedule
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 32,941 0   32,941


TY 2024 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 16,955 16,955 16,955
RIGHT OF USE ASSET 807,500 627,161 627,161


TY 2024 OtherExpensesSchedule
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING 181,557 0   3,507
BANK FEES 1,601 1,601   0
DUES & SUBSCRIPTIONS 34,670 0   0
EQUIPMENT 0 0   141
INSURANCE 28,373 0   23,371
IT EXPENSE 44,269 0   44,269
LICENSES 127 0   127
OFFICE EXPENSE 19,573 0   38,461
PAYROLL PROCESSING FEE 5,474 0   5,474
RECRUITING AND PROFESSIONAL DEVELOPMENT 26,128 0   1,031
REPAIRS AND MAINTENANCE 0 0   2,562


TY 2024 OtherIncomeSchedule2
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GRANT RETURN 60,000   60,000
MISCELLANEOUS REVENUE 1,460   1,460
SPEAKING FEE REVENUE 807   807


TY 2024 OtherIncreasesSchedule
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Description Amount
UNREALIZED GAIN 26,100,369


TY 2024 OtherLiabilitiesSchedule
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED PTO 107,611 87,527
OPERATING LEASE LIABILITY 805,352 630,346


TY 2024 OtherProfessionalFeesSchedule
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 336,050 0   439,371
INVESTMENT FEES 990,766 990,766   0
IT EXPENSE 30,042 0   30,042


TY 2024 TaxesSchedule
Name:
NEXTFIFTY INITIATIVE
EIN:
26-2700185
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INCOME & EXCISE TAXES 71,200 0   0