NEXTFIFTY INITIATIVE: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEXTFIFTY INITIATIVE (EIN 26-2700185)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-10
- IRS object ID
- 202312839349100211
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T12:13:58-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 16TH STREET SUITE 1700 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262700185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEXTFIFTY INITIATIVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEXT | BusinessNameControlTxt |
| Phone | 3035471800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 S COLORADO BLVD TOWER 1 5500 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802227900 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER KALDES | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3035471800 | PhoneNum |
| Signature | 2023-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | KALDES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A RYAN | PreparerPersonNm |
| PTIN | P00829977 | PTIN |
| Phone | 3036981883 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $221,103,182 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,237 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,237 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,285,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,285,022 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,905,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,270,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,905,722 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44,583 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,238,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,193,981 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $209,432 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,944 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $783,890 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,375,550 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $744,968 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $293,361 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $326,810 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $52,302 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $52,302 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $948,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $694,327 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $269,640 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $151,851 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $851 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,227 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $134,054 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $183,824 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $74,169 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $113,945 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $834 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,447 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $245,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,676 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $252,084 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,545,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $716,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,778,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,567,685 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,735,746 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,113,595 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $716,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,514,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,875,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,477,034 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $185,597 | CashBOYAmt |
| Cash EOY | $87,919 | CashEOYAmt |
| Cash EOYFMV | $87,919 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,721,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,596,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,596,720 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $67,868 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $65,928 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $65,928 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $23,495,240 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,635,512 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,635,512 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $157,316,757 | CorporateStockBOYAmt |
| Corporate Stock EOY | $122,407,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $122,407,200 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,880,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $45,719,788 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $45,719,788 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $25,143,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,443,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,443,966 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $185,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,255 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $49,422 | LandBOYAmt |
| Land EOY | $146,685 | LandEOYAmt |
| Land EOYFMV | $146,685 | LandEOYFMVAmt |
| Other Assets BOY | $1,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $999,464 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $999,464 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $264,860,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $221,103,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $221,103,182 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $53,752 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,208,841 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,390 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $114,499 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,105,220 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,323,340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,174,362 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $263,537,324 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $219,928,820 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $263,537,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $219,928,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $264,860,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $221,103,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $263,537,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,875,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $256,662,293 | SubtotalAmt |
| Other Decreases | $36,733,473 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $219,928,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED STOCK | P | $57,270,397 | $55,354,419 | $1,915,978 | $1,915,978 |
| DISPOSAL OF PROPERTY AND EQUIPMENT | P | $10,256 | -$10,256 | -$10,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,905,722 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,916 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $85,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $132,916 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $70,685 | OverpaymentAmt |
| Applied To ES Tax | $70,685 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NEXT50INITIATIVE.ORG | WebsiteAddressTxt |
| Individual With Books | SU CHAE | IndividualWithBooksNm |
| Phone | 3035471800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 S COLORADO BLVD TOWER 1 SUITE | AddressLine1Txt |
| Address Line2 | 5500 | AddressLine2Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DIANA MCFAIL | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | PRESIDENT & CEO (THRU 7/22) | 40.00 | $194,117 | $15,315 | $0 |
| JOIE GLENN | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | CHAIR | 1.00 | $0 | $0 | $0 |
| MAUREEN HANRAHAN | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| ERIC KUHN | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | SECRETARY | 4.00 | $0 | $0 | $0 |
| MOLLY WINK | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | TREASURER | 1.00 | $0 | $0 | $0 |
| KRISTINE BURROWS | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCO CHAYET | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBRA LAPPIN | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SEKHAR PALADUGU | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VATSALA PATHY | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW SELIG | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80246 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEN TAYLOR | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | TREASURER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHANDRA MATTHEWS JERGENSON | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | DIRECTOR OF PROGRAMS | 40.00 | $166,054 | $25,136 | $0 |
| SU CHAE | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | DIRECTOR OF FINANCE | 40.00 | $160,643 | $30,022 | $0 |
| BRIA WARD | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | DIRECTOR OF PEOPLE & | 40.00 | $169,743 | $20,209 | $0 |
| AMY DALY | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | DIRECTOR OF COMMUNIC | 40.00 | $118,919 | $33,931 | $0 |
| JILLIAN KELLY | |||||||||
| 2000 S COLORADO BLVD TOWER 1 STE | 5500 | DENVER | CO | 80222 | SENIOR PROGRAM OFFIC | 40.00 | $115,672 | $9,493 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 12 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS ADVISORS | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISORY | $694,327 |
| TALOMA PARTNERS | |||||
| 1490 LAFAYETTE STREET STE 203 | DENVER | CO | 80218 | CONSULTING SERVICES | $100,000 |
| LINCOLN ASB AT THE COLORADO CENTER | |||||
| 2000 SOUTH COLORADO BLVD STE 460 | DENVER | CO | 80202 | REAL ESTATE MANAGEMENT | $76,494 |
| DAVIS GRAHAM & STUBBS LLP | |||||
| 1550 17TH STREET STE 500 | DENVER | CO | 80202 | LEGAL SERVICES | $52,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $228,265,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,447,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $231,713,026 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $231,713,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,475,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $228,237,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,411,867 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,411,867 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,231 | TotalTaxAmt |
| Distributable Before Adj | $11,349,636 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $44,583 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,394,219 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,394,219 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,514,557 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $120,746 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $12,635,303 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,394,219 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,157,242 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,635,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,157,242 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,478,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,916,158 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALL GRANT APPLICATIONS SHOULD BE CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AT WWWNEXTFIFTYINITIATIVEORG | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3035471800 | RecipientPhoneNum |
| Recipient Email Address | INFO@NEXT50INITIATIVE.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE WWW.NEXTFIFTYINITIATIVE.ORG FOR DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NEXTFIFTY INITIATIVE WILL HAVE TWO GRANT APPLICATION CYCLES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE WWW.NEXTFIFTYINITIATIVE.ORG FOR DETAILS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (162 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A LITTLE HELP | |||||||
| 2755 S LOCUST ST STE 220 | DENVER | CO | 802227132 | N/A | PC | TRAILER REPLACEMENT | $24,983 |
| ADAMS STATE UNIVERSITY | |||||||
| 208 EDGEMONT BLVD | ALAMOSA | CO | 81101 | N/A | GOV | NEXT CHAPTER OF YOUR NEXT FIFTY | $118,558 |
| ALIVE AND KICKIN' | |||||||
| 1015 N 4TH AVE STE 205 | MINNEAPOLIS | MN | 554051178 | N/A | PC | CORE PROGRAM SUPPORT | $25,000 |
| ALZHEIMBER'S LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 900103512 | N/A | PC | IMPROVING THE LIVES OF LATINO OLDER ADULTS WITH ALZHEIMER'S DISEASE | $50,000 |
| ARK VALLEY HELPING HANDS | |||||||
| PO BOX 1426 | SALIDA | CO | 812011426 | N/A | PC | STAFF RETENTION FOR MEMBERSHIP & VOLUNTEER MANAGEMENT | $24,917 |
| ASIAN PACIFIC DEVELOPMENT CENTER | |||||||
| 1537 ALTON STREET | AURORA | CO | 80010 | N/A | PC | ASIAN ELDER WELLNESS PROGRAM EXPANSION | $98,404 |
| AVOW HOSPICE | |||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 341053847 | N/A | PC | GRIEF AND BEREAVMENT SUPPORT FOR OLDER ADULTS | $25,000 |
| BLUE SAGE | |||||||
| PO BOX 700 | PAONIA | CO | 814280700 | N/A | PC | REACHING OLDER ADULTS THROUGH ARTS | $50,000 |
| BLUE SAGE CENTER FOR THE ARTS | |||||||
| PO BOX 700 | PAONIA | CO | 814280700 | N/A | PC | SAGE ALLEY OUTSIDE SPACE | $25,000 |
| BOULDER COUNTY AIDS PROJECT | |||||||
| 2118 14TH ST | BOULDER | CO | 803024804 | N/A | PC | HIV CARE SERVICES AND PREVENTION FOR OLDER ADULTS | $50,000 |
| BOULDER COUNTY AREA AGENCY ON AGING | |||||||
| 3482 BROADWAY | BOULDER | CO | 80304 | N/A | GOV | PROJECT VISIBILITY: CREATING INCLUSIVE COMMUNITIES FOR LGBTQ+ OLDER ADULTS | $25,000 |
| BOULDER COUNTY ARTS ALLIANCE | |||||||
| 2400 28TH ST 103 | BOULDER | CO | 803011241 | N/A | PC | SANS SOUCI FESTIVAL OF DANCE CINEMA: DANCE IS LIKE A FINE WINE | $7,500 |
| BOULDER FOOD RESCUE | |||||||
| PO BOX 284 | BOULDER | CO | 803060284 | N/A | PC | NO COST GROCERY PROGRAMS IN OLDER ADULT COMMUNITIES | $20,875 |
| BROTHERS REDEVELOPMENT | |||||||
| 2250 EATON STREET SUITE B | EDGEWATER | CO | 802140000 | N/A | PC | VEHICLE PURCHASE | $25,000 |
| BUTTERFLY PAVILLION | |||||||
| 6252 WEST 104TH AVENUE | WESTMINSTER | CO | 800204107 | N/A | PC | HEALTHY HABITS GARDENING PROGRAM | $25,000 |
| CAPITOL HILL VILLAGE | |||||||
| 725 8TH ST SE UNIT 2 | WASHINGTON | DC | 200032954 | N/A | PC | SUPPORTING VULNERABLE ADULTS IN WASHINGTON DC | $150,000 |
| CASTLE ROCK SENIOR CENTER | |||||||
| 2323 N WOODLANDS BLVD | CASTLE ROCK | CO | 801042853 | N/A | PC | CRSAC RE-ENGAGING OLDER ADULTS GRANT | $30,000 |
| CATHOLIC CHARITIES OF DENVER | |||||||
| 6240 SMITH ROAD | DENVER | CO | 802164632 | N/A | PC | WELD COUNTY OLDER ADULT SERVICES | $50,000 |
| CENTER FOR PEOPLE WITH DISABILITIES | |||||||
| 1675 RANGE STREET | BOULDER | CO | 803012722 | N/A | PC | SUPPORTING INDEPENDENCE FOR OLDER ADULTS | $69,000 |
| CHALDEAN COMMUNITY FOUNDATION | |||||||
| 3601 15 MILE RD | STERLING HTS | MI | 483105356 | N/A | PC | CAREGIVER HELPING AID INITIATIVE | $75,000 |
| CHEYENNE VILLAGE | |||||||
| 6275 LEHMAN DRIVE | COLORADO SPRINGS | CO | 809181433 | N/A | PC | ELECTRIC HOYER LIFTS | $6,694 |
| CHRISTIAN LIVING COMMUNITIES | |||||||
| 303 E 17TH AVE SUITE 400 | DENVER | CO | 80203 | N/A | PC | DAYSPRING VILLA ASSISTED LIVING COMMUNITY IS APPLYING FOR THE NEXTFIFTY FLEXIBLE SUPPORT GRANT | $70,000 |
| CITY OF RICHMOND | |||||||
| 900 E BROAD ST | RICHMOND | VA | 23219 | N/A | GOV | COMMUNITY ASSESSMENT FOR OLDER ADULTS | $74,000 |
| CLLARO | |||||||
| PO BOX 40450 | DENVER | CO | 80204 | N/A | PC | CULTURALLY COMPETENT OUTREACH AND ASSISTANCE FOR LOW-INCOME LATINO OLDER ADULTS | $125,000 |
| CO CROSS DISABILITY COALITION | |||||||
| 1385 S COLORADO BLVD STE 610-A | DENVER | CO | 80222 | N/A | PC | DEVELOP A COMPREHENSIVE EDUCATION & AWARENESS CAMPAIGN | $200,000 |
| COAL CREEK MEALS ON WHEELS | |||||||
| 455 N BURLINGTON AVENUE | LAFAYETTE | CO | 800262514 | N/A | PC | CCMOW CLIENT ENRICHMENT & SOCIAL ACTIVITIES SUPPORT | $25,000 |
| COLORADO CENTER FOR AGING | |||||||
| PO BOX 102662 | DENVER | CO | 802502662 | N/A | PC | 3RD PARTY FINANCIAL ASSEMENT-REVIEW | $2,600 |
| COLORADO CONSUMER HEALTH | |||||||
| 303 E 17TH AVE STE 400 | DENVER | CO | 802031289 | N/A | PC | MITIGATING MEDICAL BILLING AND PRESCRIPTION DRUG AFFORDABILITY PROBLEMS FOR OLDER COLORADANS | $125,000 |
| COLORADO FARM TO TABLE | |||||||
| PO BOX 826 | SALIDA | CO | 812010826 | N/A | PC | REFRIGERATED TRAILER | $24,937 |
| COLORADO GERONTOLOGICAL SOCIETY | |||||||
| 1129 N PENNSYLVANIA ST | DENVER | CO | 802032502 | N/A | PC | EMPOWERMENT AND WELL-BEING WITH OLDER ADULTS | $148,000 |
| COLORADO MUSIC FESTIVAL | |||||||
| 200 E BASELINE RD | LAFAYETTE | CO | 80026 | N/A | PC | LIFESONG CHORUS - A MEMORY-CARE CHORAL GROUP | $25,000 |
| COLORADO NEW PLAY FESTIVAL THE | |||||||
| PO BOX 1192 | STEAMBOAT SPRINGS | CO | 804770000 | N/A | PC | 2 APPLE COMPUTERS | $14,135 |
| COLORADO NONPROFIT DEVELOPMENT CENTER-CTN | |||||||
| 789 N SHERMAN ST STE 250 | DENVER | CO | 802033539 | N/A | PC | CHANGING THE NARRATIVE | $210,000 |
| COMING HOME CONNECTION | |||||||
| 418 CERRILLOS RD STE 27 | SANTA FE | NM | 875012664 | N/A | PC | NAVIGATION FOR OLDER ADULTS | $25,000 |
| COMMUNITY FOOD SHARE | |||||||
| 650 SOUTH TAYLOR AVENUE | LOUISVILLE | CO | 80027 | N/A | PC | ELDER SHARE PROGRAM | $35,000 |
| COMMUNITY OPTIONS INC | |||||||
| PO BOX 31 | MONTROSE | CO | 814020031 | N/A | PC | AED DEFIBRILLATORS | $11,192 |
| CREATIVE AGING | |||||||
| 13 S PRESCOTT ST 11914 | MEMPHIS | TN | 38111 | N/A | PC | CREATIVE AGING PROGRAMMING IN NORTH CAROLINA | $25,000 |
| CULTIVATE | |||||||
| 6325 GUNPARK DRIVE SUITE F | BOULDER | CO | 80504 | N/A | PC | SAFETY NET SERVICES | $25,000 |
| DAY BREAK ADULT DAY CARE | |||||||
| 404 N HIGHWAY 67 | WOODLAND PARK | CO | 808631094 | N/A | PC | LEGAL COUNSEL | $25,000 |
| DENTAL AID | |||||||
| 877 EAST SOUTH BOULDER ROAD | LOUISVILLE | CO | 800271345 | N/A | PC | 24% OF COST OF NEW EQUIPMENT | $24,000 |
| DENTAL LIFELINE NETWORK | |||||||
| 1800 15TH ST STE 100 | DENVER | CO | 802027134 | N/A | PC | DONATED DENTAL SERVICES | $150,000 |
| DENVER ART MUSEUM | |||||||
| 100 W 14TH AVENUE PARKWAY | DENVER | CO | 802042713 | N/A | PC | CREATIVE AGING FLEXIBLE FUNDING | $40,000 |
| DENVER INDIAN CENTER | |||||||
| 4407 MORRISON RD | DENVER | CO | 802192464 | N/A | PC | ELDER PROGRAM | $150,000 |
| DENVER INNER CITY PARISH | |||||||
| 1212 MARIPOSA STREET | DENVER | CO | 802043621 | N/A | PC | PARISH SENIORS PROGRAM HEALTHY LIVING EXPANSION | $50,000 |
| DENVER PUBLIC LIBRARY FRIENDS FOUNDATION | |||||||
| 10 W 14TH AVE PKWY | DENVER | CO | 802042749 | N/A | PC | GENERAL SUPPORT | $111,879 |
| DENVER VOICE | |||||||
| 989 SANTA FE DR | DENVER | CO | 80204 | N/A | PC | VENDOR AND PAPER PROGRAM TARGETED SUPPORT | $25,000 |
| ELDERHAUS ADULT DAY PROGRAM | |||||||
| 6813 S COLLEGE AVE | FORT COLLINS | CO | 805254144 | N/A | PC | WORKFORCE TRAINING, RECRUITMENT AND RETENTION | $40,000 |
| ELEVATE BRANSON | |||||||
| 310 GRETNA RD | BRANSON | MO | 65616 | N/A | PC | AFFORDABLE, PERMANENT, SUPPORTIVE HOUSING FOR OLDER ADULTS EXPERIENCING HOMELESSNESS | $120,000 |
| ENCORE NETWORK (CNDC FISCAL SPONSOR) | |||||||
| 789 N SHERMAN ST STE 250 | DENVER | CO | 802033539 | N/A | PC | ENCORE NETWORK EXPANSION | $25,000 |
| EQUINE PARTNERSHIP PROGRAM | |||||||
| PO BOX 214 | PARKER | CO | 801078904 | N/A | PC | EXPANSION OF EQUINE-ASSISTED THERAPY | $10,500 |
| FAITHFULLY K9 | |||||||
| 25587 CONIFER RD UNIT 105 129 | CONIFER | CO | 804339077 | N/A | PC | 50 AND BEYOND | $13,000 |
| FRIENDS OF NEWTOWN SENIORS | |||||||
| PO BOX 413 | NEWTOWN | CT | 064700413 | N/A | PC | FRIENDS OF NEWTOWN SENIORS | $8,600 |
| FUEL FUND OF MARYLAND | |||||||
| 57 WEST TIMONIUM ROAD SUITE 208 | TIMONIUM | MD | 212301708 | N/A | PC | SILVER LIGHTS: ASSISTING OLDER ADULT HOUSEHOLDS W/ BULK FUEL NEEDS | $150,000 |
| GOFARM | |||||||
| 1301 ARAPAHOE ST STE 105 | GOLDEN | CO | 804011855 | N/A | PC | COMMUNITY FOOD ACCESS | $112,224 |
| GRAND COUNTY RURAL HEALTH NETWORK | |||||||
| PO BOX 95 | HOT SULPHUR SPRINGS | CO | 804510095 | N/A | PC | OPERATING SUPPORT FOR HEALTH EQUITY SERVICES FOR UNDERSERVED, OLDER ADULTS IN GRAND & JACKSON COUNTIES. | $75,000 |
| GUNNISON VALLEY HOUSING AUTHORITY | |||||||
| 202 E GEORGIA AVENUE | GUNNISON | CO | 81230 | N/A | GOV | VITAL HOME REPAIRS FOR OLDER ADULTS IN GUNNISON AND HINSDALE COUNTIES | $16,000 |
| HARTLEY HOUSE | |||||||
| 413 W 46TH STREET | NEW YORK | NY | 100363510 | N/A | PC | HARTLEY HOUSE'S OLDER ADULT SERVICES | $100,000 |
| HEALING WARRIORS PROJECT | |||||||
| 1044 W DRAKE RD STE 202 | FORT COLLINS | CO | 805263080 | N/A | PC | NON-NARCOTIC TREATMENT SERIES FOR OLDER ADULT SERVICE MEMBERS AND THEIR FAMILIES | $100,000 |
| HILLCREST CARE CENTER | |||||||
| 360 CANYON RIDGE DR | WRAY | CO | 807581420 | N/A | PC | CAPITAL PROJECT MATCHING FUNDS FOR FLOORS | $100,000 |
| HIV CARE LINK | |||||||
| PO BOX 36223 | DENVER | CO | 802273476 | N/A | PC | OUTREACH, WELLNESS AND COMMUNITY CONNECTIONS FOR OLDER ADULTS LIVING WITH HIV/AIDS | $25,000 |
| HOMECARE HOSPICE ASSOC OF UTAH | |||||||
| 1002 PARKWAY DRIVE | NORTH SALT LAKE | UT | 840542841 | N/A | PC | PROFESSIONAL SUPPORTING FAMILY CAREGIVERS | $25,000 |
| HOMEWARD ALLIANCE | |||||||
| PO BOX 873 | FORT COLLINS | CO | 805220873 | N/A | PC | GENERAL SUPPORT | $75,000 |
| HOPE HOSPICE AND COMMUNITY SERVICES | |||||||
| 9470 HEALTHPARK CIR | FORT MYERS | FL | 339083600 | N/A | PC | HOPE CONNECTIONS | $75,000 |
| HORSES MAKE MIRACLES | |||||||
| 12271 MINERAL RD | LONGMONT | CO | 805048403 | N/A | PC | EQUINE ASSISTED ACTIVITIES AND THERAPIES | $6,000 |
| INDEPENDENCE CENTER | |||||||
| 4245 FOREST PARK AVENUE | ST LOUIS | MO | 631082810 | N/A | PC | INDEPENDENT LIVING SUPPORT FOR OLDER ADULTS WITH SERIOUS MENTAL ILLNESS | $25,000 |
| INTERCULTURAL SENIOR CENTER | |||||||
| 5545 CENTER STREET | OMAHA | NE | 681063001 | N/A | PC | VEHICLE FOR HEALTH CARE COORDINATION | $40,000 |
| ITHAKA HOUSING | |||||||
| 321 MESA RD | COLORADO SPRINGS | CO | 809051019 | N/A | PC | RESTORE AND RENOVATE THE RECTORY - LOW-INCOME HOUSING FOR OLDER ADULTS | $150,000 |
| ITN AMERICA | |||||||
| 90 BRIDGE ST SUITE 210 | WESTBROOK | ME | 040922948 | N/A | PC | INNOVATIVE TECH FOR SUSTAINABLE COMMUNITY | $150,000 |
| JEWISH COUNCIL ON AGING | |||||||
| PO BOX 861 | WALDEN | CO | 804800861 | N/A | PC | THE CAREER GATEWAY | $60,000 |
| JFS ATLANTIC AND CAPE MAY | |||||||
| 607 N JEROME AVENUE | MARGATE | NJ | 084021527 | N/A | PC | HELP OLDER ADULTS AGE IN PLACE | $150,000 |
| JFS DELAWARE | |||||||
| 99 PASSMORE RD | WILMINGTON | DE | 198031548 | N/A | PC | B'NAI BIRTH HOUSE SERVICES AND PROGRAM | $25,000 |
| JFS WESTERN NORTH CAROLINA | |||||||
| 53 S FRENCH BROAD AVE SUITE 100 | ASHEVILLE | NC | 28801 | N/A | PC | FAYE'S PLACE GROUP RESPITE | $25,000 |
| KAVOD SENIOR LIFE | |||||||
| 22 SOUTH ADAMS STREET | DENVER | CO | 80209 | N/A | PC | FLEXIBLE FUNDING TO SUPPORT A POST-PANDEMIC STRATEGY | $30,000 |
| KNOXVILLE LEADERSHIP FOUNDATION | |||||||
| 318 N GAY STREET STE 210 | KNOXVILLE | TN | 37917 | N/A | PC | OPERATION BACKYARD | $30,000 |
| KOREATOWN YOUTH AND COMMUNITY CENTER | |||||||
| 3727 W 6TH STREET SUITE 300 | LOS ANGELES | CA | 900205108 | N/A | PC | OLDER ADULT SERVICES AND ENRICHMENT | $50,000 |
| KRFC | |||||||
| 619 S COLLEGE AVE 2 | FORT COLLINS | CO | 805243068 | N/A | PC | HEALTHY AGING RESOURCES INITIATIVE | $39,856 |
| LARADON | |||||||
| 5100 LINCOLN ST | DENVER | CO | 802162056 | N/A | PC | TECHNOLOGY EQUIPMENT | $20,300 |
| LARIMER CHORAL SOCIETY | |||||||
| PO BOX 884 | FORT COLLINS | CO | 805220884 | N/A | PC | SILVERTONES 2022-2023 SEASON | $10,000 |
| LEAF411 | |||||||
| 3461 RINGSBY CT STE 240 | DENVER | CO | 802164938 | N/A | PC | AUDIT | $8,000 |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 100218601 | N/A | PC | ENSURING FINANCIAL & DIGITAL INCLUSION FOR OLDER ADULTS IN NY | $150,000 |
| LET'S DANCE ACTIVITIES | |||||||
| 246 RUDI LN W | GOLDEN | CO | 804039767 | N/A | PC | LET'S DANCE RELAUNCH | $25,000 |
| LIFE-ART DANCE | |||||||
| 18052 E 104TH PL UNIT D | COMMERCE CITY | CO | 80022 | N/A | PC | ACCESS TO AGILITY | $13,100 |
| LIONS CENTER FOR VISUALLY IMPAIRED | |||||||
| 175 ALVARADO AVE | PITTSBURG | CA | 945654862 | N/A | PC | VISION HEALTH 2022 | $139,700 |
| LIVEWELL (NOURISH COLORADO) | |||||||
| 3532 FRANKLIN ST UNIT F | DENVER | CO | 802053961 | N/A | PC | CSA PRODUCE BOX PROGRAM FO OLDER ADULTS | $99,713 |
| LONGMONT MEALS ON WHEELS | |||||||
| 910 LONGS PEAK AVENUE | LONGMONT | CO | 805014457 | N/A | PC | GENERAL OPERATIONS | $40,000 |
| LORI'S HANDS | |||||||
| 100 DISCOVERY BLVD 4TH FLOOR | NEWARK | DE | 197131325 | N/A | PC | COMMUNITY HEALTH SERVICE LEARNING | $92,180 |
| MAINE COUNCIL ON AGING | |||||||
| PO BOX 988 | BRUNSWICK | ME | 040110988 | N/A | PC | POWER IN AGING | $25,000 |
| MARIA DROSTE COUNSELING | |||||||
| 1355 S COLORADO BLVD SUITE C-100 | DENVER | CO | 802223305 | N/A | PC | BUILD SYSTEM OF SUSTAINABLE BEHAVIORAL SUPPORT FOR OLDER ADULTS | $125,000 |
| MEMORIAL REGIONAL HOME HEALTH | |||||||
| 750 HOSPITAL LOOP | CRAIG | CO | 81625 | N/A | PC | HOME HEALTH AND HOSPICE OPERATIONS SUPERVISER | $25,000 |
| MI CASA RESOURCE CENTER | |||||||
| 345 S GROVE ST | DENVER | CO | 802192827 | N/A | PC | PURCHASE 17 LAPTOPS & SUPPORT SOFTWARE | $20,645 |
| MILES OF SMILES | |||||||
| 2362 SPOTSWOOD PLACE | BOULDER | CO | 803040994 | N/A | PC | PURCHASE 2 TRISHAWS | $24,900 |
| MONTEZUMA COUNTY SENIOR SERVICES | |||||||
| 107 N CHESTNUT | CORTEZ | CO | 81321 | N/A | GOV | MONTEZUMA SENIOR SERVICES COMMUNITY OUTREACH AND HOME VISITATION PROGRAM | $47,500 |
| MONTROSE COUNTY SENIOR CITIZENS TRANSPORTATION INC | |||||||
| PO BOX 1416 | MONTROSE | CO | 814021416 | N/A | PC | CATALYTIC CONVERTER LOCKS FOR VEHICLES | $14,645 |
| MONTROSE MEMORIAL HOSPITAL | |||||||
| 800 S 3RD ST | MONTROSE | CO | 81401 | N/A | PC | CARDIOPULMONARY REHAB EQUIPMENT | $21,090 |
| MOUNT EVANS HOME HEALTH CARE & HOSPICE | |||||||
| 3081 BERGEN PEAK DR | EVERGREEN | CO | 804392200 | N/A | PC | OLDER ADULT SERVICES | $75,000 |
| NAM - NATIONAL ACADEMY OF SCIENCES | |||||||
| 2101 CONSTITUTION AVE NW | WASHINGTON | DC | 204180007 | N/A | PC | GENERAL SUPPORT | $250,000 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 1550 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | N/A | PC | HOMESHARE | $33,709 |
| NEIGHBOR TO NEIGHBOR NENES | |||||||
| 1525 HEECHEE NENE | TALLAHASSEE | FL | 323014729 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| OPEN ARMS OF MINNESOTA | |||||||
| 2500 BLOOMINGTON AVE S | MINNEAPOLIS | MN | 554043920 | N/A | PC | OPEN ARMS' NUTRITION PROGRAM SUPPORTING COMMUNITY OLDER ADULTS | $75,000 |
| OUR DAILY BREAD FOOD PANTR | |||||||
| PO BOX 109 | MARCO ISLAND | FL | 341460109 | N/A | PC | WORKING TO WIPE OUT HUNGER IN COLLIER COUNTY | $150,000 |
| OUT BOULDER COUNTY | |||||||
| PO BOX 1018 | BOULDER | CO | 80306 | N/A | PC | GRIEF EDUCATION AND SUPPORT FOR LGBTQ+ | $15,000 |
| OUTSTANDINGLIFE (FS IS MULTICULTURAL AIDS COALITION) | |||||||
| 9 PALMER STREET | ROXBURY | MA | 02119 | N/A | PC | OUTSTANDINGLIFE: A VIRTUAL COMMUNITY OF LGBTQ+ ELDERS | $50,000 |
| PARKINSON ASSOCIATION OF THE ROCKIES | |||||||
| 1325 S COLORADO BLVD STE 204B | DENVER | CO | 802223311 | N/A | PC | PAR WELLNESS PROGRAM | $25,000 |
| PARTNERS IN CARE | |||||||
| 8151 RITCHIE HIGHWAY SUITE C | PASADENA | MD | 211223940 | N/A | PC | OPERATIONAL FUNDING TO SUPPORT THE INDEPENDENCE AND ENGAGEMENT OF MARYLAND'S OLDER ADULTS | $150,000 |
| PATHFINDERS | |||||||
| PO BOX 11799 | ASPEN | CO | 816129450 | N/A | PC | FLEXIBLE SUPPORT 2022 | $25,000 |
| PEAK TO PEAK PICKLEBALL | |||||||
| PO BOX 5224 | BUENA VISTA | CO | 81211 | N/A | PC | NEW PICKLE BALL COURTS - DEMO | $25,000 |
| PILLAR INSTITUTE FOR LIFELONG LEARNING | |||||||
| 1710 BRIARGATE BLVD STE 847 | COLORADO SPRINGS | CO | 809203415 | N/A | PC | OLDER ADULT'S HEALTH AND WELL BEING THROUGH EDUCATION | $25,000 |
| PINE RIVER (COMMUNITY FOUNDATION SERVING SW COLORADO - FISCAL SPONSOR) | |||||||
| PO BOX 993 | BAYFIELD | CO | 81122 | N/A | PC | THRIVE IN PLACE IN THE PINE RIVER VALLEY | $32,470 |
| POSADA | |||||||
| 827 E 4TH ST | PUEBLO | CO | 810013928 | N/A | PC | ENGAGE! ACCESS AND ENJOY LIFE! | $150,000 |
| PROJECT MEND | |||||||
| 5015 WURZBACH ROAD | SAN ANTONIO | TX | 78238 | N/A | PC | MEDICAL EQUIPMENT REUSE | $100,000 |
| PROJECT WORTHMORE | |||||||
| 1666 ELMIRA ST | AURORA | CO | 800102122 | N/A | PC | COMPREHENSIVE SUPPORT FOR OLDER REFUGEES | $149,398 |
| PUEBLO COOPERATIVE | |||||||
| 326 WEST 8TH STREET | PUEBLO | CO | 810033005 | N/A | PC | REPLACE FRIDGE/FREEZER | $24,969 |
| ROCKY MOUNTAIN DOWN SYNDROM ASSOC | |||||||
| 7200 E HAMPDEN AVE SUITE 301 | DENVER | CO | 802243021 | N/A | PC | DEVELOPING SUPPORT RESOURCES FOR OLDER ADULTS WITH DOWN SYNDROME | $25,000 |
| ROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER | |||||||
| 8845 WAGNER STREET | WESTMINSTER | CO | 800313553 | N/A | PC | SUPPORT OLDER ADULTS WITH MS | $100,000 |
| RX OUTREACH | |||||||
| 3171 RIVERPORT TECH CENTER DRIVE | MARYLAND HEIGHTS | MO | 630434825 | N/A | PC | HEALTH AND WELLNESS PROGRAM | $25,000 |
| SAGE ABQ (EQUALITY NEW MEXICO FOUNDATION) | |||||||
| 400 GOLD STREET SW SUITE 700 | ALBUQUERQUE | NM | 871257070 | N/A | PC | LGBT CULTURAL COMPETENCY TRAINING, TELEPHONE CHECK-INS, AND SOCIAL AND SUPPORTIVE SERVICES | $15,000 |
| SANGRE DE CRISTO CARE | |||||||
| 1920 VALLEY DRIVE | PUEBLO | CO | 810081764 | N/A | PC | MUSIC THERAPY EXPANSION | $150,000 |
| SECOND CHANCE | |||||||
| PO BOX 2096 | RIDGWAY | CO | 814322096 | N/A | PC | PETS HELP OLDER PEOPLE TO BE HEALTHY | $10,000 |
| SECOND CHANCE CENTER | |||||||
| 224 POTOMAC ST | AURORA | CO | 800118740 | N/A | PC | 50+ SECOND CHANCE PROGRAM | $150,000 |
| SENIOR HUB | |||||||
| 10190 BANNOCK ST STE 105 | NORTHGLENN | CO | 802606052 | N/A | PC | OLIVER DPEEDSEAL PACKAGING SYSTEM | $175,000 |
| SENIOR SERVICES SOLUTIONS PLUS | |||||||
| 321 N COTTONWOOD AVE | CANON CITY | CO | 812122508 | N/A | PC | GENERAL SUPPORT | $15,725 |
| SENIORS ON A MISSION | |||||||
| PO BOX 10021 | JACKSONVILLE | FL | 32247 | N/A | PC | TECHNOLOGY POPUPS | $29,500 |
| SENIORS WEST OF TETONS | |||||||
| PO BOX 871 | DRIGGS | ID | 834220871 | N/A | PC | AGING IN PLACE IN TETON VALLEY | $25,000 |
| SHALOM PARK | |||||||
| 14800 E BELLEVIEW DR | AURORA | CO | 800152258 | N/A | PC | REFURBISH SHALOM PARK ELEVATORS | $25,000 |
| SHERIDAN COMMUNITY LAND TRUST | |||||||
| PO BOX 7185 | SHERIDAN | WY | 828017004 | N/A | PC | EXPLORE HISTORY PROGRAM | $25,000 |
| SILVER KEY SENIOR SERVICES | |||||||
| 1625 S MURRAY BLVD | COLORADO SPRINGS | CO | 809164502 | N/A | PC | GENERAL SUPPORT | $100,000 |
| SIX POINTS | |||||||
| PO BOX 1002 | GUNNISON | CO | 812301002 | N/A | PC | TECHNOLOGY UPGRADE | $24,335 |
| SOUND AFFECTS MUSIC | |||||||
| 222 LINDEN ST APT 203 | FORT COLLINS | CO | 805242449 | N/A | PC | SOUND AFFECTS MUSIC PROGRAMS | $25,000 |
| SOUTHERN COLORADO ACTION AGENCY | |||||||
| 535 CANDELARIA DRIVE | IGNACIO | CO | 811370000 | N/A | PC | VEHICLE EQUIPMENT | $4,837 |
| SPRING INSTITUTE FOR INTERCULTURAL LEARNING | |||||||
| 1373 GRANT STREET | DENVER | CO | 802032307 | N/A | PC | ENGLISH AND DIGITAL LITERACY FOR OLDER ADULTS | $88,796 |
| SPRINGS RESCUE | |||||||
| 5 WEST LAS VEGAS ST | COLORADO SPGS | CO | 809034217 | N/A | PC | HOMELESS RECOVERY SERVICES | $150,000 |
| SRDA - SENIOR RESOURCE DEVELOPMENT AGENCY | |||||||
| 230 NORTH UNION AVE | PUEBLO | CO | 810034207 | N/A | PC | SRDA'S MIND BODY ADVENTURES | $70,000 |
| SSAI - CENTER FOR WORKFORCE INCLUSION | |||||||
| 8403 COLESVILLE ROAD SUITE 200 | SILVER SPRING | MD | 209106391 | N/A | PC | INTERGENERATIONAL WORKFORCE: DIGITAL COMPETENCY | $150,000 |
| STRIDE COMMUNITY HEALTH CENTERS | |||||||
| 2255 S ONEIDA ST | DENVER | CO | 802242522 | N/A | PC | SENIOR DENTAL AID | $25,000 |
| STUDIO ARTS BOULDER | |||||||
| 1010 AURORA AVENUE | BOULDER | CO | 803027212 | N/A | PC | STUDIO ARTS CREATIVE AGING PROGRAMS WITH ADULTS OVER 60 | $25,000 |
| SUMMIT COUNTY COMMUNITY AND SENIOR CENTER | |||||||
| PO BOX 1845 | FRISCO | CO | 80443 | N/A | GOV | EXPANDED PROGRAMMING: TRANSPORTATION, CAREGIVER SUPPORT, MEALS ON WHEELS | $30,000 |
| SUMMITSTONE HEALTH PARTNERS | |||||||
| 4856 INNOVATION DR STE B | FORT COLLINS | CO | 805255540 | N/A | PC | GRANDFAMILY SUPPORT PROGRAM | $89,414 |
| SUMMITWEST CARE | |||||||
| 2800 PRINTERS WAY SUITE 200 | GRAND JUNCTION | CO | 815063944 | N/A | PC | SUMMITWEST CARE FLEXIBLE FUNDING | $25,000 |
| SUN SOUNDS FOUNDATION | |||||||
| 2323 W 14TH ST | TEMPE | AZ | 852816948 | N/A | PC | READING AND RADIO SERVICE | $25,000 |
| SUNSHINE HOMESHARE | |||||||
| 3532 N FRANKLIN ST E2/E3 | DENVER | CO | 802053961 | N/A | PC | HOME SHARING AND FINANCIAL WELLNESS AND EMPOWERMENT CREATES OPPORTUNITY | $50,000 |
| SWALLOW HILL MUSIC | |||||||
| 71 E YALE AVE | DENVER | CO | 802105736 | N/A | PC | RAMP RECONSTRUCTION | $20,000 |
| TELLER SENIOR COALITION | |||||||
| PO BOX 845 | DIVIDE | CO | 808140845 | N/A | PC | MOVING COSTS | $33,500 |
| THE ALLIANCE | |||||||
| PO BOX 173 | SALIDA | CO | 812010173 | N/A | PC | EXPAND ACCESSIBILITY OF SERVICES FOR OLDER ADULTS | $25,000 |
| THE EATING DISORDER FOUNDATION | |||||||
| 1901 E 20TH AVE | DENVER | CO | 802055531 | N/A | PC | PREVENTION, SUPPORT, AND RECOVERY FOR PEOPLE OVER 50 IMPACTED BY EATING DISORDERS | $25,000 |
| THE FENWICK FOUNDATION | |||||||
| 23 N FENWICK ST | ARLINGTON | VA | 222011015 | N/A | PC | ENRICHING LIVES INITIATIVE - THERAPEUTIC RECREATIONAL ACTIVITIES FOR LOW-RESOURCE OLDER ADULTS | $25,000 |
| THE PIC PLACE | |||||||
| 87 MERCHANT DRIVE | MONTROSE | CO | 814013015 | N/A | PC | OPTOMETRY EQUIP FOR OLDER ADULTS | $25,000 |
| THE SAVINGS COLLABORATIVE | |||||||
| 959 CEDAR CREEK | CARBONDALE | CO | 816233111 | N/A | PC | 50+ SAVINGS CLUB | $25,000 |
| THINK 360 ARTS FOR LEARNING | |||||||
| 3327 BRIGHTON BOULEVARD | DENVER | CO | 802165020 | N/A | PC | GENERAL SUPPORT | $45,000 |
| TIDEWATER ARTS OUTREACH | |||||||
| 809 BRANDON AVE STE 300 | NORFOLK | VA | 235171676 | N/A | PC | ARTS OUTREACH TO OLDER ADULTS | $25,000 |
| TRAILHEAD FS FOR LINKAGES | |||||||
| 1999 BROADWAY | DENVER | CO | 802025706 | N/A | PC | LINKAGES: REMOVING BARRIERS TO INTERGENERATIONAL PROGRAMMING | $105,650 |
| TREAD OF PIONEERS | |||||||
| PO BOX 772372 | STEAMBOAT SPRINGS | CO | 804772372 | N/A | PC | HERITAGE EVENTS AND ACTIVITIES FOR OLDER ADULTS | $10,000 |
| TRI-LAKES HEALTH ALLIANCE | |||||||
| PO BOX 4178 | TELLURIDE | CO | 81435 | N/A | PC | ACTIVE MINDS AND BODIES PROGRAM UPDATE | $6,500 |
| TWO PEAKS FITNESS | |||||||
| PO BOX 905 | LA VETA | CO | 810550905 | N/A | PC | IMPROVING SERVICES FOR OLDER ADULTS | $16,482 |
| UNIVERSITY OF COLORADO ANSCHUTZ | |||||||
| 12631 E 17TH AVENUE | AURORA | CO | 80045 | N/A | GOV | CONNECTING OLDER ADULTS TO STUDENTS THROUGH INTERGENERATIONAL TELECARE | $148,902 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| UNIVERSITY OF COLORADO FOUNDATION | DENVER | CO | 80203 | N/A | PC | ADULT CLINIC INITIATIVE | $143,750 |
| UNIVERSITY OF DENVER | |||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 802104711 | N/A | PC | COLORADO CHINESE AMERICAN BRAIN HEALTH INITIATIVE | $103,182 |
| VILLAGE CHICAGO | |||||||
| 2502 N CLARK ST | CHICAGO | IL | 606141850 | N/A | PC | LGBTQ+ AGING EQUITY PROJECT | $25,000 |
| VISITING NURSE SERVICES OF WESTCHESTER | |||||||
| 1311 MAMARONECK AVE | WHITE PLAINS | NY | 106055225 | N/A | PC | HOME CARE ROBOTS | $75,000 |
| VITAL HEARTS | |||||||
| 930 S BUTLER WAY | LAKEWOOD | CO | 802264214 | N/A | PC | SECONDARY TRAUMA RESILIENCY TRAINING FOR CARE-PROVIDERS WHO SERVE THE OLDER ADULT POPULATION | $25,000 |
| VIVE WELLNESS | |||||||
| 1620 EAST 36TH AVENUE | DENVER | CO | 80205 | N/A | PC | ADULTES MAYORES EN ACCION | $150,000 |
| WESTSIDE CARES | |||||||
| 2808 W COLORADO AVE | COLORADO SPRINGS | CO | 809042444 | N/A | PC | HOUSING NAVIGATION SUPPORT FOR OLDER ADULTS | $25,000 |
| YMCA DENVER | |||||||
| 2625 S COLORADO BLVD | DENVER | CO | 802225910 | N/A | PC | COMPREHENSIVE OLDER ADULT PROGRAMMING | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,735,746 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,237 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,285,022 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,905,722 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RETURN | Desc |
| Related Or Exempt Function Incm | $44,583 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,193,981 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,583 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,238,564 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | GRANTS RETURNED TO NFI | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $47,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,050 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| BOULDER COUNTY AREA AGENCY ON AGING | |||||||||
| 3482 BROADWAY | BOULDER | CO | 80304 | 2022-01-20 | $25,000 | PROJECT VISIBILITY: CREATING INCLUSIVE COMMUNITIES FOR LGBTQ+ OLDER ADULTS | N/A | SEMI-ANNUAL REPORTS ISSUED | REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY. |
| GUNNISON VALLEY HOUSING AUTHORITY | |||||||||
| 202 E GEORGIA AVE | GUNNISON | CO | 81230 | 2022-04-30 | $16,000 | VITAL HOME REPAIRS FOR OLDER ADULTS IN GUNNISON AND HINSDALE COUNTIES | N/A | SEMI-ANNUAL REPORTS ISSUED | REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY. |
| SUMMIT COUNTY COMMUNITY AND SENIOR CENTER | |||||||||
| PO BOX 1845 | FRISCO | CO | 80443 | 2022-05-24 | $30,000 | EXPANDED PROGRAMMING: TRANSPORTATION, CAREGIVER SUPPORT, MEALS ON WHEELS | N/A | SEMI-ANNUAL REPORTS ISSUED | REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY. |
| MONTEZUMA COUNTY SENIOR SERVICES | |||||||||
| 117 N CHESTNUT ST | CORTEZ | CO | 81321 | 2022-06-22 | $47,500 | MONTEZUMA SENIOR SERVICES COMMUNITY OUTREACH AND HOME VISITATION PROGRAM | N/A | SEMI-ANNUAL REPORTS ISSUED | REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY. |
| ADAMS STATE UNIVERSITY | |||||||||
| 208 EDGEMONT BLVD | ALAMOSA | CO | 81101 | 2022-07-15 | $118,558 | NEXT CHAPTER OF YOUR NEXT FIFTY | N/A | SEMI-ANNUAL REPORTS ISSUED | REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY. |
| UNIVERSITY OF COLORADO ANSCHUTZ | |||||||||
| 12631 E 17TH AVENUE | AURORA | CO | 80045 | 2022-08-10 | $148,902 | CONNECTING OLDER ADULTS TO STUDENTS THROUGH INTERGENERATIONAL TELECARE | N/A | SEMI-ANNUAL REPORTS ISSUED | REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY. |
| UNIVERSITY OF DENVER | |||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | 2022-09-01 | $103,182 | COLORADO CHINESE AMERICAN BRAIN HEALTH INITIATIVE | N/A | SEMI-ANNUAL REPORTS ISSUED | REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY. |
| CITY OF RICHMOND | |||||||||
| 900 E BROAD ST | RICHMOND | VA | 23219 | 2022-10-18 | $74,000 | COMMUNITY ASSESSMENT FOR OLDER ADULTS | N/A | SEMI-ANNUAL REPORTS ISSUED | REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (68 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ONTARIO (PROVINCE OF) 3.2% 05/16/2024 USD SR LIEN | $5,891 | $5,891 |
| NVIDIA CORPORATION 2.85% 04/01/2030 USD SR LIEN | $273,797 | $273,797 |
| NORTHROP GRUMMAN CORPORATION 2.93% 01/15/2025 SR LIEN | $389,296 | $389,296 |
| NORTHERN TRUST CORPORATION HYBRID 05/08/2032 USD JRSUB LIEN CPN 05/08/17 3.3 | $342,967 | $342,967 |
| NATIONAL RURAL UTILITIES COOPE 3.4% 02/07/2028 | $470,595 | $470,595 |
| MIZUHO FINANCIAL GROUP, INC. HYBRID 07/10/2031 USD SR LIEN CPN 07/10/20 2.20 | $214,219 | $214,219 |
| MIZUHO FINANCIAL GROUP, INC. HYBRID 05/25/2031 USD SR LIEN CPN 02/25/20-05/2 | $392,467 | $392,467 |
| KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIEN | $231,659 | $231,659 |
| JPMORGAN CHASE & CO. HYBRID 02/01/2028 USD SR LIEN CPN 02/01/17-01/31/27 3.7 | $332,968 | $332,968 |
| JOHNSON & JOHNSON 4.375% 12/05/2033 USD SR LIEN | $418,323 | $418,323 |
| INTUIT INC 1.65% 07/15/2030 USD SR LIEN | $571,668 | $571,668 |
| HSBC HOLDINGS PLC HYBRID 06/19/2029 USD SR LIEN CPN 06/19/18 4.583% | $351,077 | $351,077 |
| HORMEL FOODS CORP 1.8% 06/11/2030 USD SR LIEN | $528,004 | $528,004 |
| HOME DEPOT INC 2.5% 04/15/2027 USD SR LIEN | $214,120 | $214,120 |
| ORACLE SYSTEMS CORP 3.4% 07/04/2028 | $260,741 | $260,741 |
| JPMORGAN CHASE & CO. HYBRID 03/01/2025 USD SR LIEN CPN 06/01/17-02/29/24 3.2 | $491,287 | $491,287 |
| PAYPAL HOLDINGS, INC. 2.85% 10/01/2029 USD SR LIEN | $530,975 | $530,975 |
| UNITEDHEALTH GROUP INCORPORATE 3.85% 06/15/2028 USD SR LIEN | $341,173 | $341,173 |
| XILINX, INC. 2.375% 06/01/2030 USD SR LIEN | $1,690 | $1,690 |
| WESTPAC BANKING CORPORATION HYBRID 02/04/2030 USD SUB LIEN CPN 01/31/20 2.89 | $520,362 | $520,362 |
| GILEAD SCIENCES INC 0.75% 09/29/2023 USD SR LIEN | $192,194 | $192,194 |
| TRANSCANADA PIPELINES LIMITED 3.75% 10/16/2023 USD SR LIEN | $356,108 | $356,108 |
| TOYOTA MOTOR CORPORATION 0.681% 03/25/2024 SR LIEN | $356,507 | $356,507 |
| TORONTO-DOMINION BANK (THE) MTN 0.75% 06/12/2023 SR LIEN | $854,667 | $854,667 |
| TARGET CORP 2.5% 04/15/2026 USD SR LIEN | $353,504 | $353,504 |
| SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN | $232,392 | $232,392 |
| S&P GLOBAL INC. 2.95% 01/22/2027 USD SR LIEN | $538,547 | $538,547 |
| RALPH LAUREN CORP 2.95% 06/15/2030 USD SR LIEN | $503,821 | $503,821 |
| QUALCOMM INCORPORATED 3.25% 05/20/2027 USD SR LIEN | $330,140 | $330,140 |
| PUBLIC STORAGE 3.094% 09/15/2027 USD SR LIEN | $484,476 | $484,476 |
| PRECISION CASTPARTS CORP. 2.5% 01/15/2023 USD SR LIEN | $505,309 | $505,309 |
| PNC BANK NA 4.05% 07/26/2028 USD SER BKNT SUB LIEN | $239,939 | $239,939 |
| GENERAL MOTORS COMPANY 4.875% 10/02/2023 USD SER B SR LIEN | $247,179 | $247,179 |
| DUKE ENERGY FLORIDA LLC 3.8% 07/15/2028 USD SR LIEN | $331,245 | $331,245 |
| FEDEX CORPORATION 4.9% 01/15/2034 USD SR LIEN | $400,227 | $400,227 |
| BP CAP MARKETS AMERICA 3.543% 04/06/2027 USD SR LIEN | $351,329 | $351,329 |
| BOEING COMPANY (THE) 2.196% 02/04/2026 USD SR LIEN | $238,814 | $238,814 |
| FRANKLIN RESOURCES INC 1.6% 10/30/2030 SR LIEN | $387,893 | $387,893 |
| BB&T CORPORATION MTN 2.85% 10/26/2024 USD SR LIEN | $288,038 | $288,038 |
| BANK OF MONTREAL HYBRID 10/05/2028 USD SUB LIEN CPN 10/05/18 4.338% | $394,538 | $394,538 |
| BANK OF AMERICA CORPORATION HYBRID MTN 02/07/2030 USD SER N SR LIEN CPN 02/0 | $791,992 | $791,992 |
| B.A.T. CAPITAL CORPORATION 4.906% 04/02/2030 USD SR LIEN | $233,167 | $233,167 |
| B.A.T. CAPITAL CORPORATION 4.906% 04/02/2030 USD SR LIEN | $218,531 | $218,531 |
| AT&T INC. 4.35% 03/01/2029 USD SER 10YR SR LIEN | $431,343 | $431,343 |
| APPLE INC. 3.2% 05/11/2027 USD SR LIEN | $333,807 | $333,807 |
| AMERICAN TOWER CORPORATION 3.0% 06/15/2023 USD SR LIEN | $367,544 | $367,544 |
| ALEXANDRIA REAL ESTATE EQUITIE 2.95% 03/15/2034 SR LIEN | $223,485 | $223,485 |
| AIR LEASE CORP MTN 2.875% 01/15/2026 USD SR LIEN | $247,611 | $247,611 |
| 3M COMPANY MTN 2.25% 03/15/2023 USD SR LIEN | $756,820 | $756,820 |
| BROADCOM INC. 5.0% 04/15/2030 USD SER WI SR LIEN | $291,588 | $291,588 |
| BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR LIEN | $372,977 | $372,977 |
| BERKSHIRE HATHAWAY ENERGY COMP 3.25% 04/15/2028 USD SER WI SR LIEN M-W+15.00 | $231,526 | $231,526 |
| CHARLES SCHWAB CORPORATION 3112031 | $613,206 | $613,206 |
| FEDERATED HIGH YIELD BOND FUND MUTUAL FUND CLASS INST SHARES | $10,102,013 | $10,102,013 |
| FEDERAL HOME LOAN BANK SYSTEM 3.0% 09/11/2026 SER 0000 SR LIEN | $1,449,385 | $1,449,385 |
| EXELON CORPORATION 4.05% 04/15/2030 USD SR LIEN | $417,040 | $417,040 |
| CBS CORPORATION 4.0% 01/15/2026 USD SR LIEN | $257,052 | $257,052 |
| ENERGY TRANSFER PARTNERS 4.75% 01/15/2026 USD SR LIEN | $304,061 | $304,061 |
| EATON VANCE GROUP EATON VANCE INCM FD OF BOSTON MUTUAL FUND CLASS I SHARES | $10,094,830 | $10,094,830 |
| EOG RESOURCES INC 4.375% 04/15/2030 USD SR LIEN | $382,221 | $382,221 |
| DEUTSCHE TELEKOM INTERNATIONAL 2.485% 09/19/2023 USD PVT REGS SR LIEN | $296,086 | $296,086 |
| CUMMINS INC. 1.5% 09/01/2030 USD SR LIEN | $254,786 | $254,786 |
| CROWN CASTLE INTL CORP 4.3% 02/15/2029 USD SR LIEN | $221,475 | $221,475 |
| CREDIT SUISSE AG-NEW YORK BRAN 2.95% 04/09/2025 USD SR LIEN | $462,764 | $462,764 |
| COSTCO WHOLESALE CORP 2.75% 05/18/2024 USD SR LIEN | $347,046 | $347,046 |
| COMCAST CORPORATION 4.2% 08/15/2034 USD SR LIEN | $529,717 | $529,717 |
| CITIGROUP INC. HYBRID 07/24/2028 USD SR LIEN CPN 07/24/17 3.668% | $558,241 | $558,241 |
| DIAGEO CAPITAL PLC 3.875% 05/18/2028 USD SR LIEN | $459,328 | $459,328 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STATE STREET EMERGING MARKETS EQUITY INDEX FUND K CLASS | $2,334,821 | $2,334,821 |
| STATE STREET HEDGED INTL DEVELOPED EQUITY INDEX FUND K CLASS | $6,977,731 | $6,977,731 |
| MULTI-MANAGER US SMALL CAP EQUITY FUND I | $16,466,853 | $16,466,853 |
| FIDELITY LARGE CAP VALUE INDEX FUND | $3,162,939 | $3,162,939 |
| ISHARES S&P 500 K | $86,472,589 | $86,472,589 |
| MULTI-MANAGER INTERNATIONAL EQUITY FUND I | $6,992,267 | $6,992,267 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,635,512 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,635,512 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE TECHNOLOGY OPPORTUNITIES | FMV | $1,211,646 | $1,211,646 |
| PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP | FMV | $1,450,740 | $1,450,740 |
| PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP | FMV | $2,277,127 | $2,277,127 |
| PRIVATE EQUITY MANAGERS (2019) OFFSHORE SCSP | FMV | $3,736,682 | $3,736,682 |
| PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP | FMV | $3,697,651 | $3,697,651 |
| PETERSHILL IV OFFSHORE | FMV | $200,844 | $200,844 |
| PRIVATE CREDIT MANAGERS III OFFSHORE LP | FMV | $6,938,535 | $6,938,535 |
| PRIVATE CREDIT MANAGERS II OFFSHORE LP | FMV | $4,294,467 | $4,294,467 |
| PRIVATE CREDIT MANAGERS IV OFFSHORE LP | FMV | $493,777 | $493,777 |
| VINTAGE VII OFFSHORE SCSP | FMV | $8,142,497 | $8,142,497 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & EQUIPMENT | $170,358 | $38,024 | $132,334 | $132,334 |
| LEASEHOLD IMPROVEMENTS | $15,582 | $1,231 | $14,351 | $14,351 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $52,302 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,302 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $1,000 | $16,955 | $16,955 |
| RIGHT OF USE ASSET | $0 | $982,509 | $982,509 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $36,733,473 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $31,420 | $0 | $31,420 |
| ADVERTISING | $44,635 | $0 | $4,647 |
| IT EXPENSE | $61,308 | $0 | $61,308 |
| OFFICE EXPENSE | $27,372 | $0 | $105,116 |
| DUES & SUBSCRIPTIONS | $29,708 | $0 | $0 |
| BANK FEES | $1,676 | $1,676 | $0 |
| LICENSES | $95 | $0 | $95 |
| PAYROLL PROCESSING FEE | $5,705 | $0 | $5,705 |
| RECRUITING AND PROFESSIONAL DEVELOPMENT | $42,474 | $0 | $34,726 |
| CHARITABLE EXPENSES | $775 | $0 | $775 |
| REPAIRS AND MAINTENANCE | $0 | $0 | $4,496 |
| EQUIPMENT | $0 | $0 | $3,796 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RETURN | Desc |
| Revenue And Expenses Per Books | $44,583 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $44,583 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PTO | $114,499 | $135,510 |
| OPERATING LEASE LIABILITY | $0 | $969,710 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT EXPENSE | $44,120 | $0 | $44,120 |
| CONSULTING | $210,465 | $0 | $225,520 |
| INVESTMENT FEES | $694,327 | $694,327 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME & EXCISE TAXES | $151,000 | $0 | $0 |
| PROPERTY TAX | $851 | $0 | $851 |
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