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 Support N.E.C. NTEE: P19 Latest filing: 2024
Total Revenue$15.2M
Total Expenses$5.5M
Total Assets$39.9M
Grants Given227
Grant Total$4.6M
Filing Years2019–2024

Before you apply to Next Gen Personal Finance

Preselected only Doesn't accept unsolicited requests for funds, per its 2024 Form 990-PF.

Often funds new orgs 73% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

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

Education
$2,509,884 66 grants
General Support
$1,891,200 127 grants
Training & Professional Development
$2,650 1 grant
Unspecified
$219,492 33 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.

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