Private Foundation

NEXT GEN PERSONAL FINANCE

NEXT GEN PERSONAL FINANCE is a Private Foundation headquartered in PALO ALTO, CA. Financial data from the 2024 filing: $15.2M revenue, $5.5M expenses, $39.9M total assets. IRS filings disclose 227 grants awarded by this foundation, totaling roughly $4.6M.

EIN: 823648278 PALO ALTO, CA Latest filing: 2024
Total Revenue$15.2M
Total Expenses$5.5M
Total Assets$39.9M
Grants Given227
Grant Total$4.6M
Filing Years2019–2024

Sample Grants Given

FUND FOR PUBLIC SCHOOLS
NEW YORK CITY, NY · 2024
SUPPORT FINANCIAL EDUCATION IN DISTRICT
$135,000
GUILFORD COUNTY SCHOOLS
GREENSBORO, NC · 2024
SUPPORT FINANCIAL EDUCATION IN DISTRICT
$132,083
SAN FRANCISCO UNIFIED SCHOOL DISTRICT
SAN FRANCISCO, CA · 2024
SUPPORT FINANCIAL EDUCATION IN DISTRICT
$130,000
CHARLOTTE-MECKLENBURG SCHOOL DISTRICT
CHARLOTTE, NC · 2024
SUPPORT FINANCIAL EDUCATION IN DISTRICT
$125,088
FLORIDA ATLANTIC UNIVERSITY
ATLANTA, GA · 2024
TO SUPPORT TEACHER PROFESSIONAL DEVELOPMENT IN THE STATE
$83,000

Showing up to 5 of 227 total records — full history available with membership.

Officers & Directors

SECRETARY AND TREASURER David Weill
CO-FOUNDER Jessica Endlich
PRESIDENT Timothy Ranzetta

Officer compensation and complete director data available with membership.

Top Grant Purposes

SUPPORT FINANCIAL EDUCATION IN DISTRICT
$2,203,993 25 grants
PROGRAM SUPPORT
$788,944 94 grants
FEE GRANT
$600,139 8 grants
FURTHER CHARITABLE MISSION
$311,767 13 grants
TO SUPPORT TEACHER PROFESSIONAL DEVELOPMENT IN THE STATE
$254,955 10 grants

Financial Trends

Year Revenue Expenses Assets
2024 $15.2M $5.5M $39.9M
2023 $2.7M $7.1M $26.8M
2022 $1.7M $5.4M $27.9M
2020 $15.9M $5.4M $30.4M
2019 $7.0M $4.4M $20.0M

Between 2019 and 2024, reported annual revenue grew from $7.0M to $15.2M (+117%), with total assets most recently reported at $39.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, CO, CT, DC, DE, and 4 other states.

AZCACOCTDCDEFLGAHIIA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for NEXT GEN PERSONAL FINANCE

Complete financials, all 227 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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