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NEXTFIFTY INITIATIVE WILL HAVE TWO GRANT APPLICATION CYCLES. 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TANEY COUNTY HEALTH DEPARTMENT 320 RINEHART RD BRANSON MO 65616 2023-12-04 52020 GENERAL SUPPORT 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 CO 80204 2023-10-30 110448 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. WEST CUSTER COUNTY LIBRARY DISTRICT 209 MAIN ST WESTCLIFFE CO 81252 2023-08-07 1000 METERNALLY REMINISCENCE KITS N/A SEMI-ANNUAL REPORTS ISSUED REPORTS ARE IN COMPLIANCE WITH THE REQUIREMENTS OF EXERCISING EXPENDITURE RESPONSIBILITY. AERCAP IRELAND CAPITAL DESIGNA 3.4% 10/29/2033 USD SR LIEN AERCAP GLOBAL AVI 382120 382120 AIR LEASE CORP MTN 2.875% 01/15/2026 USD SR LIEN 405811 405811 ALEXANDRIA REAL ESTATE EQUITIE 2.95% 03/15/2034 SR LIEN 229678 229678 ALEXANDRIA REAL ESTATE EQUITIE 4.75% 04/15/2035 SR LIEN 220968 220968 AMERICAN INTERNATIONAL 5.125% 03/27/2033 SR LIEN 281327 281327 AMGEN INC. 5.25% 03/02/2030 SR LIEN 227139 227139 APPLE INC. 3.2% 05/11/2027 USD SR LIEN 340450 340450 AT&T INC. 4.35% 03/01/2029 USD SER 10YR SR LIEN 446028 446028 B.A.T. CAPITAL CORPORATION 4.906% 04/02/2030 USD SR LIEN 240506 240506 B.A.T. CAPITAL CORPORATION 4.906% 04/02/2030 USD SR LIEN 234140 234140 BANCO SANTANDER, S.A. HYBRID 09/14/2027 USD SR LIEN CPN 09/14/21 1.722% 363943 363943 BANK OF AMERICA CORPORATION HYBRID MTN 02/07/2030 USD SER N SR LIEN CPN 02/0 823695 823695 BARCLAYS PLC HYBRID 11/24/2027 USD SR LIEN CPN 11/24/21 2.279% 423006 423006 BB&T CORPORATION MTN 2.85% 10/26/2024 USD SR LIEN 292051 292051 BERKSHIRE HATHAWAY ENERGY COMP 3.25% 04/15/2028 USD SER WI SR LIEN M-W+15.00 237173 237173 BOEING COMPANY (THE) 2.196% 02/04/2026 USD SR LIEN 248086 248086 BP CAP MARKETS AMERICA 3.543% 04/06/2027 USD SR LIEN 359139 359139 BROADCOM INC. 5.0% 04/15/2030 USD SER WI SR LIEN 310986 310986 BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR LIEN 394936 394936 CHARLES SCHWAB CORPORATION 3112031 630592 630592 CITIGROUP INC. HYBRID 07/24/2028 USD SR LIEN CPN 07/24/17 3.668% 577945 577945 COMCAST CORPORATION 4.2% 08/15/2034 USD SR LIEN 547386 547386 COSTCO WHOLESALE CORP 2.75% 05/18/2024 USD SR LIEN 352474 352474 CREDIT SUISSE AG-NEW YORK BRAN 2.95% 04/09/2025 USD SR LIEN 497653 497653 CROWN CASTLE INTL CORP 4.3% 02/15/2029 USD SR LIEN 225295 225295 CUMMINS INC. 1.5% 09/01/2030 USD SR LIEN 270606 270606 CVS HEALTH CORPORATION 4.875% 07/20/2035 USD SR LIEN 235526 235526 DIAGEO CAPITAL PLC 3.875% 05/18/2028 USD SR LIEN 470742 470742 DOW CHEMICAL CO/THE 4.25% 10/01/2034 USD SR LIEN 462535 462535 DUKE ENERGY FLORIDA LLC 3.8% 07/15/2028 USD SR LIEN 338174 338174 EATON VANCE GROUP EATON VANCE INCM FD OF BOSTON MUTUAL FUND CLASS I SHARES 10814031 10814031 ENERGY TRANSFER PARTNERS 4.75% 01/15/2026 USD SR LIEN 309753 309753 EOG RESOURCES INC 4.375% 04/15/2030 USD SR LIEN 392576 392576 EXELON CORPORATION 4.05% 04/15/2030 USD SR LIEN 428438 428438 FEDERAL HOME LOAN BANK SYSTEM 3.0% 09/11/2026 SER 0000 SR LIEN 1471150 1471150 FEDERATED HIGH YIELD BOND FUND MUTUAL FUND CLASS INST SHARES 10875394 10875394 FEDEX CORPORATION 4.9% 01/15/2034 USD SR LIEN 427225 427225 FOX CORP 3.5% 04/08/2030 USD SR LIEN 217144 217144 FRANKLIN RESOURCES INC 1.6% 10/30/2030 SR LIEN 409738 409738 HOME DEPOT INC 2.5% 04/15/2027 USD SR LIEN 218969 218969 HORMEL FOODS CORP 1.8% 06/11/2030 USD SR LIEN 551736 551736 HSBC HOLDINGS PLC HYBRID 06/19/2029 USD SR LIEN CPN 06/19/18 4.583% 369401 369401 ING GROEP N.V. HYBRID 03/28/2028 USD SR LIEN CPN 03/28/22 4.017% 219734 219734 ING GROEP N.V. HYBRID 04/01/2032 USD SR LIEN CPN 04/01/21 2.727% 369294 369294 INTUIT INC 1.65% 07/15/2030 USD SR LIEN 597646 597646 JOHNSON & JOHNSON 4.375% 12/05/2033 USD SR LIEN 356654 356654 JOHNSON & JOHNSON 4.375% 12/05/2033 USD SR LIEN 436959 436959 JPMORGAN CHASE & CO. HYBRID 02/01/2028 USD SR LIEN CPN 02/01/17-01/31/27 3.7 503322 503322 JPMORGAN CHASE & CO. HYBRID 03/01/2025 USD SR LIEN CPN 06/01/17-02/29/24 3.2 343832 343832 KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIEN 247842 247842 LLOYDS BANKING GROUP PLC HYBRID 11/07/2028 USD SR LIEN CPN 11/07/17 3.574% 322406 322406 MIZUHO FINANCIAL GROUP, INC. HYBRID 05/25/2031 USD SR LIEN CPN 02/25/20-05/2 416693 416693 MIZUHO FINANCIAL GROUP, INC. HYBRID 07/10/2031 USD SR LIEN CPN 07/10/20 2.20 227846 227846 NATIONAL RURAL UTILITIES COOPE 3.4% 02/07/2028 486380 486380 NORTHERN TRUST CORPORATION HYBRID 05/08/2032 USD JRSUB LIEN CPN 05/08/17 3.3 348813 348813 NORTHROP GRUMMAN CORPORATION 2.93% 01/15/2025 SR LIEN 396288 396288 NVIDIA CORPORATION 2.85% 04/01/2030 USD SR LIEN 290305 290305 ONTARIO (PROVINCE OF) 3.2% 05/16/2024 USD SR LIEN 5974 5974 ORACLE SYSTEMS CORP 3.4% 07/04/2028 264212 264212 PAYPAL HOLDINGS, INC. 2.85% 10/01/2029 USD SR LIEN 556445 556445 PHILIP MORRIS INTERNATIONAL IN 2.75% 02/25/2026 USD SR LIEN 223632 223632 PNC BANK NA 4.05% 07/26/2028 USD SER BKNT SUB LIEN 245452 245452 PUBLIC STORAGE 3.094% 09/15/2027 USD SR LIEN 495044 495044 QUALCOMM INCORPORATED 3.25% 05/20/2027 USD SR LIEN 336268 336268 RALPH LAUREN CORP 2.95% 06/15/2030 USD SR LIEN 529778 529778 REALTY INCOME CORPORATION 3.0% 01/15/2027 USD SR LIEN 264939 264939 ROPER TECHNOLOGIES INC 1.75% 02/15/2031 USD SR LIEN 237089 237089 SANTANDER UK GROUP HOLDINGS PL HYBRID 11/03/2028 USD SR LIEN CPN 11/03/17 3. 466458 466458 S&P GLOBAL INC. 2.95% 01/22/2027 USD SR LIEN 548918 548918 SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN 213347 213347 TARGET CORP 2.5% 04/15/2026 USD SR LIEN 363063 363063 THE J. M. SMUCKER COMPANY 4.25% 03/15/2035 USD SER WI SR LIEN 215128 215128 TOYOTA MOTOR CORPORATION 0.681% 03/25/2024 SR LIEN 371556 371556 TRANSCANADA PIPELINES LIMITED 3.75% 10/16/2023 USD SR LIEN 333771 333771 U.S. BANCORP HYBRID 10/21/2033 USD SR LIEN CPN 10/21/22 5.85% 217118 217118 UNITEDHEALTH GROUP INCORPORATE 3.85% 06/15/2028 USD SR LIEN 348099 348099 VERIZON COMMUNICATIONS INC. 4.4% 11/01/2034 USD SR LIEN 234096 234096 VERIZON COMMUNICATIONS, INC. 4.329% 09/21/2028 USD SER WI SR LIEN 227532 227532 WESTPAC BANKING CORPORATION HYBRID 02/04/2030 USD SUB LIEN CPN 01/31/20 2.89 546071 546071 XILINX, INC. 2.375% 06/01/2030 USD SR LIEN 1777 1777 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND K SHARES 7720055 7720055 ISHARES S&P 500 K 97155240 97155240 MULTI-MANAGER INTERNATIONAL EQUITY FUND I 7685560 7685560 MULTI-MANAGER US SMALL CAP EQUITY FUND I 18738846 18738846 STATE STREET EMERGING MARKETS EQUITY INDEX FUND K CLASS 2516263 2516263 15240391 15240391 0 0 E&F PRIVATE EQUITY MANAGERS (2023) OFFSHORE LP FMV 4677 4677 PETERSHILL IV OFFSHORE FMV 319456 319456 PRIVATE CREDIT MANAGERS II OFFSHORE LP FMV 4545743 4545743 PRIVATE CREDIT MANAGERS III OFFSHORE LP FMV 7879274 7879274 PRIVATE CREDIT MANAGERS IV OFFSHORE LP FMV 2695898 2695898 PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP FMV 4606876 4606876 PRIVATE EQUITY MANAGERS (2019) OFFSHORE SCSP FMV 4478962 4478962 PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP FMV 3145660 3145660 PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP FMV 3128203 3128203 PRIVATE TECHNOLOGY OPPORTUNITIES FMV 927682 927682 VINTAGE VII OFFSHORE SCSP FMV 8420576 8420576 MRI - AGE 1 FUND FMV 306905 306905 MRI - 1843 CAPITAL FMV 688764 688764 FURNITURE & EQUIPMENT 170358 55595 114763 114764 LEASEHOLD IMPROVEMENTS 31140 6370 24770 24769 WEBSITE 35549 0 35549 35549 LEGAL FEES 51943 0 50744 OTHER ASSETS 16955 16955 16955 RIGHT OF USE ASSET 982509 807500 807500 INSURANCE 31543 0 31543 ADVERTISING 56276 0 8200 IT EXPENSE 67824 0 67824 OFFICE EXPENSE 16962 0 14302 DUES & SUBSCRIPTIONS 25066 0 0 BANK FEES 2314 2314 0 LICENSES 30 0 30 PAYROLL PROCESSING FEE 5549 0 5549 RECRUITING AND PROFESSIONAL DEVELOPMENT 26189 0 2698 REPAIRS AND MAINTENANCE 0 0 3652 EQUIPMENT 0 0 6151 GRANT RETURN 70597 70597 UNREALIZED GAIN 25155510 ACCRUED PTO 135510 107611 OPERATING LEASE LIABILITY 969710 805352 IT EXPENSE 24230 0 24230 CONSULTING 531102 0 577716 INVESTMENT FEES 854071 854071 0 INCOME & EXCISE TAXES 130000 0 0 PROPERTY TAX 77 0 77