Next Gen Personal Finance | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Next Gen Personal Finance. Data shown is extracted from Form 990-PF filings.
EIN: 82-3648278
Foundation Overview
Based in Palo Alto, CA, Next Gen Personal Finance has awarded 439 grants totaling $5,622,944 to organizations in New Hampshire, South Carolina and 41 other states, plus international recipients. Individual grants range from $85 to $144,166, with a median award of $2,500.
Latest Tax Year
2023
Total Giving (all years)
$5,622,944
Total Assets
$26,854,559
Median Grant (all grants)
$2,500
Latest Form 990-PF Snapshot
Total Grants
24
Median Grant
$56,555
% Median Grant Growth
+2162%
(vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year:
February 2026
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
Growth-Minded: 67%
16 of 24 recipients (67%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.
Geographic Focus
Pennsylvania
Grants are geographically diversified with 10% in Pennsylvania and funding distributed across 44 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Pennsylvania, funding concentrates in Homestead (23%), Philadelphia (11%), Beaver (7%).
Funding Trajectory
+74%
Strong 74% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
General Purposes + 2 others
Diversified giving across multiple program areas with primary emphasis on general purposes (55%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
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Grants & Funding
Analyzing past grantees provides valuable insights into Next Gen Personal Finance's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Charlotte-mecklenburg School District | $144,166 | Charlotte, NC, US | Support Financial Education In District | 2023 |
| Fund For Public Schools | $135,000 | New York, NY, US | Support Financial Education In District | 2023 |
| Philadelphia Financial Scholars | $135,000 | Philadelphia, PA, US | Support Financial Education In District | 2023 |
| San Francisco Unified School District | $130,000 | San Francisco, CA, US | Support Financial Education In District | 2023 |
| School Board Of Miami-dade Public Schools | $122,438 | Miami, FL, US | Support Financial Education In District | 2023 |
| Milwaukee Public Schools | $110,508 | Milwaukee, WI, US | Support Financial Education In District | 2023 |
| The Public Education Foundation | $87,500 | Las Vegas, NV, US | Support Financial Education In District | 2023 |
| Detroit Public Schools Community | $80,216 | Detroit, MI, US | Support Financial Education In District | 2023 |
| Guilford County Schools | $64,557 | Greensboro, NC, US | Support Financial Education In District | 2023 |
| Denver Public Schools | $64,377 | Denver, CO, US | Support Financial Education In District | 2023 |
| Long Beach Unified School District | $63,925 | Long Beach, CA, US | Support Financial Education In District | 2023 |
| Fulton County Board Of Education | $62,500 | Atlanta, GA, US | Support Financial Education In District | 2023 |
| Cafe Stipends | $50,610 | Palo Alto, CA, US | Support Financial Education In District | 2023 |
| Pittsburgh Public Schools | $33,000 | Pittsburgh, PA, US | Support Financial Education In District | 2023 |
| Massachusetts Council For Economic Education | $27,500 | New York, NY, US | To Support Teacher Professional Development In The State | 2023 |
| Florida Atlantic University | $25,955 | Atlanta, GA, US | To Support Teacher Professional Development In The State | 2023 |
| Mississippi Council For Economic Education | $25,000 | Jackson, MS, US | To Assist In Implementation Of Personal Finance Course In The State Of Mississippi | 2023 |
| Securefutures Inc | $20,000 | Milwaukee, WI, US | To Support Teacher Professional Development In The State | 2023 |
| Michigan Council For Economic Education | $10,000 | Sterling Heights, MI, US | To Support Teacher Professional Development In The State | 2023 |
| Santa Barbara Unified School District | $3,500 | Santa Barbara, CA, US | To Support Teacher Professional Development In The State | 2023 |
| University Of Southern Maine Pd | $1,200 | Portland, ME, US | Support Educators By Helping Them Earn Continuing Education Credits | 2023 |
| American Senior High School | $1,000 | Hialeah, FL, US | Support Financial Education In School | 2023 |
| Allegheny Intermediate Unit | $735 | Homestead, PA, US | Support Educators By Helping Them Earn Continuing Education Credits | 2023 |
| Heartland Area Education Agency | $405 | Johnston, IA, US | Support Educators By Helping Them Earn Continuing Education Credits | 2023 |
| Allegheny Intermediate Unit | $1,085 | Homestead, PA, US | State Pd Credits | 2022 |
| Beaver Area School District | $5,000 | Beaver, PA, US | Gold Standard Challenge | 2022 |
| Brattleboro Area Middle School | $1,000 | Brattleboro, VT, US | Silver Standard Challenge | 2022 |
| Broadalbin-perth Central School District | $5,000 | Broadalbin, NY, US | Gold Standard Challenge | 2022 |
| Burke Central School | $2,500 | Lignite, ND, US | Gold Standard Challenge | 2022 |
| Cedar Crest High School | $10,000 | Lebanon, PA, US | Gold Standard Challenge | 2022 |
| Central Aroostook High School | $2,500 | Mars Hill, ME, US | Gold Standard Challenge | 2022 |
| Denver Public Schools | $53,910 | Denver, CO, US | Fee Grant | 2022 |
| Desert Shadows Middle School | $1,000 | Scottsdale, AZ, US | Silver Standard Challenge | 2022 |
| Detroit Public Schools Community District | $80,216 | Detroit, MI, US | Fee Grant | 2022 |
| Diane Mondoro | $296 | Hillsborough, NJ, US | Classroom Grant | 2022 |
| Edwards-knox Central School | $2,500 | Hermon, NY, US | Gold Standard Challenge | 2022 |
| Florida Atlantic University | $28,100 | Atlanta, GA, US | General Support | 2022 |
| Fond Du Lac School District | $10,000 | Fon Du Lac, WI, US | Gold Standard Challenge | 2022 |
| Fulton County Board Of Education | $62,500 | Atlanta, GA, US | Fee Grant | 2022 |
| Haverford High School Business Department | $10,000 | Haverford, PA, US | Gold Standard Challenge | 2022 |
| Houghton High School | $5,000 | Houghton, MI, US | Gold Standard Challenge | 2022 |
| Kaiser High School | $1,000 | Honolulu, HI, US | Silver Standard Challenge | 2022 |
| Lavina School | $2,500 | Lavina, MT, US | Gold Standard Challenge | 2022 |
| Mahtomedi School District 832 | $1,000 | Mahtomedi, MN, US | Silver Standard Challenge | 2022 |
| Milwaukee Public Schools | $23,437 | Milwaukee, WI, US | Fee Grant | 2022 |
| Mojave Unified School District | $1,000 | California City, CA, US | Silver Standard Challenge | 2022 |
| Nicolet High School | $10,000 | Glendale, WI, US | Gold Standard Challenge | 2022 |
| Norman County East School | $2,500 | Twin Valley, MN, US | Gold Standard Challenge | 2022 |
| North Kingstown Senior High School | $10,000 | North Kingstown, RI, US | Gold Standard Challenge | 2022 |
| Northeastern High School | $10,000 | Manchester, PA, US | Gold Standard Challenge | 2022 |
| Np3 High School | $1,000 | Sacramento, CA, US | Silver Standard Challenge | 2022 |
| Philadelphia Financial Scholars | $67,500 | Philadelphia, PA, US | Fee Grant | 2022 |
| Prince George's County Public Schools | $140,264 | Upper Marboro, MD, US | Fee Grant | 2022 |
| Public Education Foundation | $82,500 | Las Vegas, NV, US | Fee Grant | 2022 |
| Renee Larue | $1,050 | Sterling, VA, US | Classroom Grant | 2022 |
| School Board Of Miami-dade County | $89,812 | Miami, FL, US | Fee Grant | 2022 |
| Seneca Falls Central School District | $1,000 | Seneca Falls, NY, US | Silver Standard Challenge | 2022 |
| Sewanhaka Central High School District | $30,000 | Floral Park, NY, US | Gold Standard Challenge | 2022 |
| The Queens School Of Inquiry | $5,000 | Flushing, NY, US | Gold Standard Challenge | 2022 |
| The Sussex Academy Of Arts And Sciences | $5,000 | Georgetown, DE, US | Gold Standard Challenge | 2022 |
| Three Village Csd | $1,000 | East Setauket, NY, US | General Support | 2022 |
| Ukiah School | $2,500 | Ukiah, OR, US | Gold Standard Challenge | 2022 |
| University Of Southern Maine Pd | $2,070 | Portland, ME, US | State Pd Credits | 2022 |
| Usd353 - Wellington | $5,000 | Wellington, KS, US | Gold Standard Challenge | 2022 |
| Wenatchee School District | $10,000 | Wenatchee, WA, US | Gold Standard Challenge | 2022 |
| West Middlesex Area School District | $5,000 | West Middlesex, PA, US | Gold Standard Challenge | 2022 |
| Abigail Russell | $500 | Johnston, IA, US | Student Of The Year Award | 2022 |
| Arielle Coleman | $500 | Casper, WY, US | Student Of The Year Award | 2022 |
| Ava Bell | $500 | Grand Rapids, MI, US | Student Of The Year Award | 2022 |
| Brianna Knight | $500 | East Greenwich, RI, US | Student Of The Year Award | 2022 |
| Brooklyn Bosworth | $500 | Milford Center, OH, US | Student Of The Year Award | 2022 |
| Cafe Stipends | $28,160 | Palo Alto, CA, US | Classroom Grant | 2022 |
| Carter Irish | $500 | Winooski, VT, US | Student Of The Year Award | 2022 |
| Elias Faughn | $500 | Glenwood Springs, CO, US | Student Of The Year Award | 2022 |
| Gabriella Allen | $500 | Albany, OR, US | Student Of The Year Award | 2022 |
| Hunter St Louis | $500 | Rhinelander, WI, US | Student Of The Year Award | 2022 |
| Iyah Lavit | $500 | Hancock, VT, US | Student Of The Year Award | 2022 |
| Jason Reed | $500 | Hopedale, MA, US | Student Of The Year Award | 2022 |
| Jesus Flores Garcia | $500 | Leadville, CO, US | Student Of The Year Award | 2022 |
| Jorge Sorto Barahona | $500 | Colorado Springs, CO, US | Student Of The Year Award | 2022 |
| Katelyn Simons | $500 | Marine City, MI, US | Student Of The Year Award | 2022 |
| Michelle Balderrama | $500 | Culpeper, VA, US | Student Of The Year Award | 2022 |
| Mika Zelikov | $500 | Newton, MA, US | Student Of The Year Award | 2022 |
| Odyssey Hanson | $500 | Ft Dodge, IA, US | Student Of The Year Award | 2022 |
| Riley Waldron | $500 | Mansfield, MA, US | Student Of The Year Award | 2022 |
| Saniah Bates | $500 | Brooklyn Park, MN, US | Student Of The Year Award | 2022 |
| Stephen Lawrence | $500 | Baltimore, MD, US | Student Of The Year Award | 2022 |
| Yang Cheng | $500 | New York, NY, US | Student Of The Year Award | 2022 |
| Zachary Lindsay | $500 | Hanson, MA, US | Student Of The Year Award | 2022 |
| Campbell Hall Episcopal | $1,000 | Studio City, CA, US | Silver Standard Challenge | 2022 |
| Jumpstart Coalition For Personal Financial Literacy | $31,250 | Washington, DC, US | General Support | 2022 |
| Long Island Business Teachers Association | $500 | Plainview, NY, US | General Support | 2022 |
| Maine Jumpstart Coalition | $5,000 | Augusta, ME, US | General Support | 2022 |
| Michigan Council On Economic Education | $10,000 | Sterling Heights, MI, US | General Support | 2022 |
| Mindset & Milestones | $2,500 | Los Angeles, CA, US | General Support | 2022 |
| Mississippi Council On Economic Education | $40,500 | Jackson, MS, US | General Support | 2022 |
| Nebraska Council On Economic Education | $4,000 | Lincoln, NE, US | General Support | 2022 |
| The Prosparity Project | $5,000 | Towson, MD, US | General Support | 2022 |
| Allegheny Intermediate Unit | $1,085 | Homestead, PA, US | State Pd Credits | 2022 |
| Beaver Area School District | $5,000 | Beaver, PA, US | Gold Standard Challenge | 2022 |
| Brattleboro Area Middle School | $1,000 | Brattleboro, VT, US | Silver Standard Challenge | 2022 |
| Broadalbin-perth Central School District | $5,000 | Broadalbin, NY, US | Gold Standard Challenge | 2022 |
| Burke Central School | $2,500 | Lignite, ND, US | Gold Standard Challenge | 2022 |
| Cedar Crest High School | $10,000 | Lebanon, PA, US | Gold Standard Challenge | 2022 |
| Central Aroostook High School | $2,500 | Mars Hill, ME, US | Gold Standard Challenge | 2022 |
| Denver Public Schools | $53,910 | Denver, CO, US | Fee Grant | 2022 |
| Desert Shadows Middle School | $1,000 | Scottsdale, AZ, US | Silver Standard Challenge | 2022 |
| Detroit Public Schools Community District | $80,216 | Detroit, MI, US | Fee Grant | 2022 |
| Diane Mondoro | $296 | Hillsborough, NJ, US | Classroom Grant | 2022 |
| Edwards-knox Central School | $2,500 | Hermon, NY, US | Gold Standard Challenge | 2022 |
| Florida Atlantic University | $28,100 | Atlanta, GA, US | General Support | 2022 |
| Fond Du Lac School District | $10,000 | Fon Du Lac, WI, US | Gold Standard Challenge | 2022 |
| Fulton County Board Of Education | $62,500 | Atlanta, GA, US | Fee Grant | 2022 |
| Haverford High School Business Department | $10,000 | Haverford, PA, US | Gold Standard Challenge | 2022 |
| Houghton High School | $5,000 | Houghton, MI, US | Gold Standard Challenge | 2022 |
| Kaiser High School | $1,000 | Honolulu, HI, US | Silver Standard Challenge | 2022 |
| Lavina School | $2,500 | Lavina, MT, US | Gold Standard Challenge | 2022 |
| Mahtomedi School District 832 | $1,000 | Mahtomedi, MN, US | Silver Standard Challenge | 2022 |
| Milwaukee Public Schools | $23,437 | Milwaukee, WI, US | Fee Grant | 2022 |
| Mojave Unified School District | $1,000 | California City, CA, US | Silver Standard Challenge | 2022 |
| Nicolet High School | $10,000 | Glendale, WI, US | Gold Standard Challenge | 2022 |
| Norman County East School | $2,500 | Twin Valley, MN, US | Gold Standard Challenge | 2022 |
| North Kingstown Senior High School | $10,000 | North Kingstown, RI, US | Gold Standard Challenge | 2022 |
| Northeastern High School | $10,000 | Manchester, PA, US | Gold Standard Challenge | 2022 |
| Np3 High School | $1,000 | Sacramento, CA, US | Silver Standard Challenge | 2022 |
| Philadelphia Financial Scholars | $67,500 | Philadelphia, PA, US | Fee Grant | 2022 |
| Prince George's County Public Schools | $140,264 | Upper Marboro, MD, US | Fee Grant | 2022 |
| Public Education Foundation | $82,500 | Las Vegas, NV, US | Fee Grant | 2022 |
| Renee Larue | $1,050 | Sterling, VA, US | Classroom Grant | 2022 |
| School Board Of Miami-dade County | $89,812 | Miami, FL, US | Fee Grant | 2022 |
| Seneca Falls Central School District | $1,000 | Seneca Falls, NY, US | Silver Standard Challenge | 2022 |
| Sewanhaka Central High School District | $30,000 | Floral Park, NY, US | Gold Standard Challenge | 2022 |
| The Queens School Of Inquiry | $5,000 | Flushing, NY, US | Gold Standard Challenge | 2022 |
| The Sussex Academy Of Arts And Sciences | $5,000 | Georgetown, DE, US | Gold Standard Challenge | 2022 |
| Three Village Csd | $1,000 | East Setauket, NY, US | General Support | 2022 |
| Ukiah School | $2,500 | Ukiah, OR, US | Gold Standard Challenge | 2022 |
| University Of Southern Maine Pd | $2,070 | Portland, ME, US | State Pd Credits | 2022 |
| Usd353 - Wellington | $5,000 | Wellington, KS, US | Gold Standard Challenge | 2022 |
| Wenatchee School District | $10,000 | Wenatchee, WA, US | Gold Standard Challenge | 2022 |
| West Middlesex Area School District | $5,000 | West Middlesex, PA, US | Gold Standard Challenge | 2022 |
| Abigail Russell | $500 | Johnston, IA, US | Student Of The Year Award | 2022 |
| Arielle Coleman | $500 | Casper, WY, US | Student Of The Year Award | 2022 |
| Ava Bell | $500 | Grand Rapids, MI, US | Student Of The Year Award | 2022 |
| Brianna Knight | $500 | East Greenwich, RI, US | Student Of The Year Award | 2022 |
| Brooklyn Bosworth | $500 | Milford Center, OH, US | Student Of The Year Award | 2022 |
| Cafe Stipends | $28,160 | Palo Alto, CA, US | Classroom Grant | 2022 |
| Carter Irish | $500 | Winooski, VT, US | Student Of The Year Award | 2022 |
| Elias Faughn | $500 | Glenwood Springs, CO, US | Student Of The Year Award | 2022 |
| Gabriella Allen | $500 | Albany, OR, US | Student Of The Year Award | 2022 |
| Hunter St Louis | $500 | Rhinelander, WI, US | Student Of The Year Award | 2022 |
| Iyah Lavit | $500 | Hancock, VT, US | Student Of The Year Award | 2022 |
| Jason Reed | $500 | Hopedale, MA, US | Student Of The Year Award | 2022 |
| Jesus Flores Garcia | $500 | Leadville, CO, US | Student Of The Year Award | 2022 |
| Jorge Sorto Barahona | $500 | Colorado Springs, CO, US | Student Of The Year Award | 2022 |
| Katelyn Simons | $500 | Marine City, MI, US | Student Of The Year Award | 2022 |
| Michelle Balderrama | $500 | Culpeper, VA, US | Student Of The Year Award | 2022 |
| Mika Zelikov | $500 | Newton, MA, US | Student Of The Year Award | 2022 |
| Odyssey Hanson | $500 | Ft Dodge, IA, US | Student Of The Year Award | 2022 |
| Riley Waldron | $500 | Mansfield, MA, US | Student Of The Year Award | 2022 |
| Saniah Bates | $500 | Brooklyn Park, MN, US | Student Of The Year Award | 2022 |
| Stephen Lawrence | $500 | Baltimore, MD, US | Student Of The Year Award | 2022 |
| Yang Cheng | $500 | New York, NY, US | Student Of The Year Award | 2022 |
| Zachary Lindsay | $500 | Hanson, MA, US | Student Of The Year Award | 2022 |
| Campbell Hall Episcopal | $1,000 | Studio City, CA, US | Silver Standard Challenge | 2022 |
| Jumpstart Coalition For Personal Financial Literacy | $31,250 | Washington, DC, US | General Support | 2022 |
| Long Island Business Teachers Association | $500 | Plainview, NY, US | General Support | 2022 |
| Maine Jumpstart Coalition | $5,000 | Augusta, ME, US | General Support | 2022 |
| Michigan Council On Economic Education | $10,000 | Sterling Heights, MI, US | General Support | 2022 |
| Mindset & Milestones | $2,500 | Los Angeles, CA, US | General Support | 2022 |
| Mississippi Council On Economic Education | $40,500 | Jackson, MS, US | General Support | 2022 |
| Nebraska Council On Economic Education | $4,000 | Lincoln, NE, US | General Support | 2022 |
| The Prosparity Project | $5,000 | Towson, MD, US | General Support | 2022 |
| Allegheny Intermediate Unit | $1,085 | Homestead, PA, US | State Pd Credits | 2022 |
| Beaver Area School District | $5,000 | Beaver, PA, US | Gold Standard Challenge | 2022 |
| Brattleboro Area Middle School | $1,000 | Brattleboro, VT, US | Silver Standard Challenge | 2022 |
| Broadalbin-perth Central School District | $5,000 | Broadalbin, NY, US | Gold Standard Challenge | 2022 |
| Burke Central School | $2,500 | Lignite, ND, US | Gold Standard Challenge | 2022 |
| Cedar Crest High School | $10,000 | Lebanon, PA, US | Gold Standard Challenge | 2022 |
| Central Aroostook High School | $2,500 | Mars Hill, ME, US | Gold Standard Challenge | 2022 |
| Denver Public Schools | $53,910 | Denver, CO, US | Fee Grant | 2022 |
| Desert Shadows Middle School | $1,000 | Scottsdale, AZ, US | Silver Standard Challenge | 2022 |
| Detroit Public Schools Community District | $80,216 | Detroit, MI, US | Fee Grant | 2022 |
| Diane Mondoro | $296 | Hillsborough, NJ, US | Classroom Grant | 2022 |
| Edwards-knox Central School | $2,500 | Hermon, NY, US | Gold Standard Challenge | 2022 |
| Florida Atlantic University | $28,100 | Atlanta, GA, US | General Support | 2022 |
| Fond Du Lac School District | $10,000 | Fon Du Lac, WI, US | Gold Standard Challenge | 2022 |
| Fulton County Board Of Education | $62,500 | Atlanta, GA, US | Fee Grant | 2022 |
| Haverford High School Business Department | $10,000 | Haverford, PA, US | Gold Standard Challenge | 2022 |
| Houghton High School | $5,000 | Houghton, MI, US | Gold Standard Challenge | 2022 |
| Kaiser High School | $1,000 | Honolulu, HI, US | Silver Standard Challenge | 2022 |
| Lavina School | $2,500 | Lavina, MT, US | Gold Standard Challenge | 2022 |
| Mahtomedi School District 832 | $1,000 | Mahtomedi, MN, US | Silver Standard Challenge | 2022 |
| Milwaukee Public Schools | $23,437 | Milwaukee, WI, US | Fee Grant | 2022 |
| Mojave Unified School District | $1,000 | California City, CA, US | Silver Standard Challenge | 2022 |
| Nicolet High School | $10,000 | Glendale, WI, US | Gold Standard Challenge | 2022 |
| Norman County East School | $2,500 | Twin Valley, MN, US | Gold Standard Challenge | 2022 |
| North Kingstown Senior High School | $10,000 | North Kingstown, RI, US | Gold Standard Challenge | 2022 |
| Northeastern High School | $10,000 | Manchester, PA, US | Gold Standard Challenge | 2022 |
| Np3 High School | $1,000 | Sacramento, CA, US | Silver Standard Challenge | 2022 |
| Philadelphia Financial Scholars | $67,500 | Philadelphia, PA, US | Fee Grant | 2022 |
| Prince George's County Public Schools | $140,264 | Upper Marboro, MD, US | Fee Grant | 2022 |
| Public Education Foundation | $82,500 | Las Vegas, NV, US | Fee Grant | 2022 |
| Renee Larue | $1,050 | Sterling, VA, US | Classroom Grant | 2022 |
| School Board Of Miami-dade County | $89,812 | Miami, FL, US | Fee Grant | 2022 |
| Seneca Falls Central School District | $1,000 | Seneca Falls, NY, US | Silver Standard Challenge | 2022 |
| Sewanhaka Central High School District | $30,000 | Floral Park, NY, US | Gold Standard Challenge | 2022 |
| The Queens School Of Inquiry | $5,000 | Flushing, NY, US | Gold Standard Challenge | 2022 |
| The Sussex Academy Of Arts And Sciences | $5,000 | Georgetown, DE, US | Gold Standard Challenge | 2022 |
| Three Village Csd | $1,000 | East Setauket, NY, US | General Support | 2022 |
| Ukiah School | $2,500 | Ukiah, OR, US | Gold Standard Challenge | 2022 |
| University Of Southern Maine Pd | $2,070 | Portland, ME, US | State Pd Credits | 2022 |
| Usd353 - Wellington | $5,000 | Wellington, KS, US | Gold Standard Challenge | 2022 |
| Wenatchee School District | $10,000 | Wenatchee, WA, US | Gold Standard Challenge | 2022 |
| West Middlesex Area School District | $5,000 | West Middlesex, PA, US | Gold Standard Challenge | 2022 |
| Abigail Russell | $500 | Johnston, IA, US | Student Of The Year Award | 2022 |
| Arielle Coleman | $500 | Casper, WY, US | Student Of The Year Award | 2022 |
| Ava Bell | $500 | Grand Rapids, MI, US | Student Of The Year Award | 2022 |
| Brianna Knight | $500 | East Greenwich, RI, US | Student Of The Year Award | 2022 |
| Brooklyn Bosworth | $500 | Milford Center, OH, US | Student Of The Year Award | 2022 |
| Cafe Stipends | $28,160 | Palo Alto, CA, US | Classroom Grant | 2022 |
| Carter Irish | $500 | Winooski, VT, US | Student Of The Year Award | 2022 |
| Elias Faughn | $500 | Glenwood Springs, CO, US | Student Of The Year Award | 2022 |
| Gabriella Allen | $500 | Albany, OR, US | Student Of The Year Award | 2022 |
| Hunter St Louis | $500 | Rhinelander, WI, US | Student Of The Year Award | 2022 |
| Iyah Lavit | $500 | Hancock, VT, US | Student Of The Year Award | 2022 |
| Jason Reed | $500 | Hopedale, MA, US | Student Of The Year Award | 2022 |
| Jesus Flores Garcia | $500 | Leadville, CO, US | Student Of The Year Award | 2022 |
| Jorge Sorto Barahona | $500 | Colorado Springs, CO, US | Student Of The Year Award | 2022 |
| Katelyn Simons | $500 | Marine City, MI, US | Student Of The Year Award | 2022 |
| Michelle Balderrama | $500 | Culpeper, VA, US | Student Of The Year Award | 2022 |
| Mika Zelikov | $500 | Newton, MA, US | Student Of The Year Award | 2022 |
| Odyssey Hanson | $500 | Ft Dodge, IA, US | Student Of The Year Award | 2022 |
| Riley Waldron | $500 | Mansfield, MA, US | Student Of The Year Award | 2022 |
| Saniah Bates | $500 | Brooklyn Park, MN, US | Student Of The Year Award | 2022 |
| Stephen Lawrence | $500 | Baltimore, MD, US | Student Of The Year Award | 2022 |
| Yang Cheng | $500 | New York, NY, US | Student Of The Year Award | 2022 |
| Zachary Lindsay | $500 | Hanson, MA, US | Student Of The Year Award | 2022 |
| Campbell Hall Episcopal | $1,000 | Studio City, CA, US | Silver Standard Challenge | 2022 |
| Jumpstart Coalition For Personal Financial Literacy | $31,250 | Washington, DC, US | General Support | 2022 |
| Long Island Business Teachers Association | $500 | Plainview, NY, US | General Support | 2022 |
| Maine Jumpstart Coalition | $5,000 | Augusta, ME, US | General Support | 2022 |
| Michigan Council On Economic Education | $10,000 | Sterling Heights, MI, US | General Support | 2022 |
| Mindset & Milestones | $2,500 | Los Angeles, CA, US | General Support | 2022 |
| Mississippi Council On Economic Education | $40,500 | Jackson, MS, US | General Support | 2022 |
| Nebraska Council On Economic Education | $4,000 | Lincoln, NE, US | General Support | 2022 |
| The Prosparity Project | $5,000 | Towson, MD, US | General Support | 2022 |
| Merrimack Valley High School | $10,000 | Penacook, NH, US | Gold Standard Challenge | 2021 |
| Lucy Garrett Beckham High School | $10,000 | Mount Pleasant, SC, US | Gold Standard Challenge | 2021 |
| University Of Southern Maine Pd | $1,035 | Portland, ME, US | State Pd Credits | 2021 |
| Sahra Jamgotchian | $1,000 | West Palm Beach, FL, US | State Pd Credits | 2021 |
| Palm Beach Gardens High School | $5,000 | Palm Beach Gardens, FL, US | Fee Grant | 2021 |
| Kentucky Jumpstart Coalition | $2,500 | Frankfort, KY, US | State Pd Credits | 2021 |
| Maine Township High School District 207 | $30,000 | Park Ridge, IL, US | Gold Standard Challenge | 2021 |
| Orchard Park Central School District | $10,000 | Orchard Park, NY, US | Gold Standard Challenge | 2021 |
| Economics Center | $1,250 | Cincinnati, OH, US | State Pd Credits | 2021 |
| Turkey Valley School | $10,000 | Jackson Junction, IA, US | Gold Standard Challenge | 2021 |
| Southern Columbia High School | $10,000 | Catawissa, PA, US | Gold Standard Challenge | 2021 |
| Usd 108 | $10,000 | Washington, KS, US | Gold Standard Challenge | 2021 |
| Mater Dei Prep High School | $10,000 | Middletown, NJ, US | Gold Standard Challenge | 2021 |
| The Sycamore School | $10,000 | Arlington, VA, US | Gold Standard Challenge | 2021 |
| Charlotte-mecklenberg Schools | $30,000 | Matthews, NC, US | Gold Standard Challenge | 2021 |
| Maple Run Unified School District | $10,000 | St Albans, VT, US | Gold Standard Challenge | 2021 |
| St Henry Schools | $10,000 | St Henry, OH, US | Gold Standard Challenge | 2021 |
| Pinnacle Classical Academy | $10,000 | Shelby, NC, US | Gold Standard Challenge | 2021 |
| Donorschooseorg | $100,000 | Philadelphia, PA, US | To Provide A Credit To Teachers For Classroom Supplies | 2021 |
| Monessen High School | $1,000 | Monessen, PA, US | Silver Standard Challenge | 2021 |
| Randall K Cooper High School | $1,000 | Union, KY, US | Silver Standard Challenge | 2021 |
| Brighton High School | $1,000 | Brighton, CO, US | Silver Standard Challenge | 2021 |
| Almont Community Schools | $1,000 | Almont, MI, US | Silver Standard Challenge | 2021 |
| Alexis I Dupont High School | $1,000 | Wilmington, DE, US | Silver Standard Challenge | 2021 |
| Woodbridge High School | $1,000 | Greenwood, DE, US | Silver Standard Challenge | 2021 |
| Deforest Area High School | $1,000 | Deforest, WI, US | Silver Standard Challenge | 2021 |
| Pierce High School | $1,000 | Arbuckle, CA, US | Silver Standard Challenge | 2021 |
| Cab Calloway School Of The Arts | $1,000 | Wilmington, DE, US | Silver Standard Challenge | 2021 |
| Reading High School | $1,000 | Reading, PA, US | Silver Standard Challenge | 2021 |
| Three Forks Schools | $1,000 | Three Forks, MT, US | Silver Standard Challenge | 2021 |
| Spectrum Charter School Inc | $1,000 | Monroeville, PA, US | Silver Standard Challenge | 2021 |
| Tyrone Area School District | $10,000 | Tyrone, PA, US | Gold Standard Challenge | 2021 |
| Brandywine Heights Area School District | $10,000 | Topton, PA, US | Gold Standard Challenge | 2021 |
| Breathitt County Board Of Education | $10,000 | Jackson, KY, US | Gold Standard Challenge | 2021 |
| Cedar Bluffs Public School | $2,500 | Cedar Bluffs, NE, US | Gold Standard Challenge | 2021 |
| Kiski Area School District | $10,000 | Vandergrift, PA, US | Gold Standard Challenge | 2021 |
| Desmond Sandoval | $500 | Leadville, CO, US | Personal Finance Student Of The Year | 2021 |
| Amanda Hershkin | $500 | Livingston, NJ, US | Personal Finance Student Of The Year | 2021 |
| Antony Souss | $500 | Marine City, MI, US | Personal Finance Student Of The Year | 2021 |
| Amelia Cameron | $500 | Milford Center, OH, US | Personal Finance Student Of The Year | 2021 |
| Alphonso Faltz Jr | $500 | Aberdeen, MD, US | Personal Finance Student Of The Year | 2021 |
| Kaily Koch | $500 | Casper, WY, US | Personal Finance Student Of The Year | 2021 |
| Ekyoci Lubambo | $500 | Burlington, VT, US | Personal Finance Student Of The Year | 2021 |
| Macy Wilson | $500 | Glenwood Springs, CO, US | Personal Finance Student Of The Year | 2021 |
| Jamie Atchinson | $500 | Waterbury, VT, US | Personal Finance Student Of The Year | 2021 |
| Allegheny Intermediate Unit | $479 | Homestead, PA, US | State Pd Credits | 2021 |
| Student Learning Charter School At Pennsbury | $2,500 | Levittown, PA, US | Gold Standard Challenge | 2021 |
| Gateway Christian School | $2,500 | Roswell, NM, US | Gold Standard Challenge | 2021 |
| The Chicago High School For The Arts | $1,000 | Chicago, IL, US | Silver Standard Challenge | 2021 |
| Lockwood School District #26 | $1,000 | Billings, MT, US | Silver Standard Challenge | 2021 |
| Thomas Currier | $500 | Mansfield, MA, US | Personal Finance Student Of The Year | 2021 |
| Sophia Posada | $500 | Needham, MA, US | Personal Finance Student Of The Year | 2021 |
| Madison Lonergan | $500 | North Kingstown, RI, US | Personal Finance Student Of The Year | 2021 |
| Jaden Deal | $500 | Culpeper, VA, US | Personal Finance Student Of The Year | 2021 |
| Gloria Teigland | $500 | Golden Valley, MN, US | Personal Finance Student Of The Year | 2021 |
| Saloni Jain | $500 | East Greenwich, RI, US | Personal Finance Student Of The Year | 2021 |
| Lucy Vitali | $500 | Tigard, OR, US | Personal Finance Student Of The Year | 2021 |
| Alison Denamur | $500 | Elcho, WI, US | Personal Finance Student Of The Year | 2021 |
| Sahil Shukla | $500 | Bellevue, WA, US | Personal Finance Student Of The Year | 2021 |
| Nicholas Kerkhoff | $500 | De Pere, WI, US | Personal Finance Student Of The Year | 2021 |
| Brooke Aranda | $500 | Pasco, WA, US | Personal Finance Student Of The Year | 2021 |
| Cara Samuelson | $500 | Manson, IA, US | Personal Finance Student Of The Year | 2021 |
| Kyle Battani | $500 | Urbandale, IA, US | Personal Finance Student Of The Year | 2021 |
| Connor Woods | $500 | West Creek, NJ, US | Personal Finance Student Of The Year | 2021 |
| Utah Bean | $500 | Bethel, ME, US | Personal Finance Student Of The Year | 2021 |
| Kendra Johnson | $500 | Hartford, SD, US | Personal Finance Student Of The Year | 2021 |
| Kinsie Hufford | $500 | Lakewood, CO, US | Personal Finance Student Of The Year | 2021 |
| Kassy Urbina | $500 | Houston, TX, US | Personal Finance Student Of The Year | 2021 |
| Samuel White | $500 | Albany, OR, US | Personal Finance Student Of The Year | 2021 |
| Daniel Gutierrez | $500 | Grand Rapids, MI, US | Personal Finance Student Of The Year | 2021 |
| Morgan County School District Re-3 | $10,000 | Fort Morgan, CO, US | Gold Standard Challenge | 2021 |
| West Marshall High School Social Studies Program | $5,000 | State Center, IA, US | Gold Standard Challenge | 2021 |
| Cambridge High School | $1,000 | Cambridge, OH, US | Silver Standard Challenge | 2021 |
| Dover Sherborn High School | $1,000 | Dover, MA, US | Silver Standard Challenge | 2021 |
| Piedmont High School | $1,000 | Piedmont, CA, US | Silver Standard Challenge | 2021 |
| Elm Creek Public School | $1,000 | Elm Creek, NE, US | Silver Standard Challenge | 2021 |
| Fairhill School | $2,500 | Dallas, TX, US | Gold Standard Challenge | 2021 |
| Isd 2169 | $10,000 | Slayton, MN, US | Gold Standard Challenge | 2021 |
| Union County Board Of Education | $5,000 | Morganfield, KY, US | Gold Standard Challenge | 2021 |
| Nashua School Fcs | $2,500 | Nashua, MT, US | Gold Standard Challenge | 2021 |
| Universal School | $2,500 | Bridgeview, IL, US | Gold Standard Challenge | 2021 |
| Boyle County Board Of Education | $5,000 | Danville, KY, US | Gold Standard Challenge | 2021 |
| Milwaukee Public Schools | $57,150 | Milwaukee, WI, US | Fee Grant | 2021 |
| Public Education Foundation | $40,000 | Las Vegas, NV, US | Fee Grant | 2021 |
| Harriman House Ltd | $8,579 | Petersfield, N/A, UK | Classroom Grant | 2021 |
| Dell Inc | $1,030 | Temple Hills, MD, US | Fee Grant | 2021 |
| Shrewsbury Public Schools | $1,000 | Shrewsbury, MA, US | Silver Standard Challenge | 2021 |
| Westby School | $2,500 | Westby, MT, US | Gold Standard Challenge | 2021 |
| Hillcrest Academy | $2,500 | Kalona, IA, US | Gold Standard Challenge | 2021 |
| Applecom | $3,481 | Lake Charles, LA, US | Classroom Grant | 2021 |
| School Board Of Miami-dade County | $77,570 | Miami, FL, US | Fee Grant | 2021 |
| St Edmond Catholic School | $2,500 | Fort Dodge, IA, US | Gold Standard Challenge | 2021 |
| Manitowoc Lutheran High School | $2,500 | Manitowoc, WI, US | Gold Standard Challenge | 2021 |
| Players Philanthropy Fundthe Prosparity Project | $5,000 | Towson, MD, US | Prosparity Project | 2021 |
| Danielle Knight | $500 | Stony Point, NY, US | Personal Finance Student Of The Year | 2021 |
| Infinity Pcs Llc | $10,000 | New York, NY, US | Gold Standard Challenge | 2021 |
| Ellington High School | $10,000 | Ellington, CT, US | Gold Standard Challenge | 2021 |
| Montoursville Area High School | $5,000 | Montoursville, PA, US | Gold Standard Challenge | 2021 |
| Diana Mondoro | $519 | Hillsborough, NJ, US | Program Support | 2020 |
| Alden-hebron High School | $10,000 | Hebron, IL, US | Program Support | 2020 |
| Baraboo High School | $10,000 | Baraboo, WI, US | Program Support | 2020 |
| Bayfield High School | $10,000 | Bayfield, WI, US | Program Support | 2020 |
| Bryan High School | $10,000 | Bryan, OH, US | Program Support | 2020 |
| Catasauqua Area School District | $10,000 | Catasauqua, PA, US | Program Support | 2020 |
| Centreville Public Schools | $10,000 | Centreville, MI, US | Program Support | 2020 |
| Churchill County School District | $10,000 | Fallon, NV, US | Program Support | 2020 |
| Cornell School District | $10,000 | Cornell, WI, US | Program Support | 2020 |
| Dodgeville School District | $10,000 | Dodgeville, WI, US | Program Support | 2020 |
| Eastmont School District | $10,000 | East Wenatchee, WA, US | Program Support | 2020 |
| Ellicottville Central School Distri | $10,000 | Ellicottville, NY, US | Program Support | 2020 |
| Escuela Verde | $10,000 | Milwaukee, WI, US | Program Support | 2020 |
| Glasgow School District 1a | $10,000 | Glasgow, MT, US | Program Support | 2020 |
| Greensburg Salem School District | $10,000 | Greensburg, PA, US | Program Support | 2020 |
| Hatton Eielson Public School | $10,000 | Hatton, ND, US | Program Support | 2020 |
| Horton High School | $10,000 | Horton, KS, US | Program Support | 2020 |
| Independence School District | $10,000 | Independence, WI, US | Program Support | 2020 |
| Iowa City Community School District | $30,000 | Iowa City, IA, US | Program Support | 2020 |
| Lenape Valley High School | $10,000 | Stanhope, NJ, US | Program Support | 2020 |
| Lidgerwood Public School | $10,000 | Lidgerwood, ND, US | Program Support | 2020 |
| Lincoln Jrsr High School | $10,000 | Alma Center, WI, US | Program Support | 2020 |
| Loup City Public Schools | $10,000 | Loup City, NE, US | Program Support | 2020 |
| Montezuma High School | $10,000 | Montezuma, IA, US | Program Support | 2020 |
| Mount Horeb High School | $10,000 | Mount Horeb, WI, US | Program Support | 2020 |
| Mount Saint Mary Academy | $10,000 | Watchung, NJ, US | Program Support | 2020 |
| Mt Vernon High School | $10,000 | Mt Vernon, IN, US | Program Support | 2020 |
| New Oxford High School-business Dep | $10,000 | New Oxford, PA, US | Program Support | 2020 |
| Oconto High School | $10,000 | Oconto, WI, US | Program Support | 2020 |
| Osseo-fairchild High School | $10,000 | Osseo, WI, US | Program Support | 2020 |
| Pennsylvania Distance Learning Char | $10,000 | Sewickley, PA, US | Program Support | 2020 |
| Pingree-buchanan High School | $10,000 | Pingree, ND, US | Program Support | 2020 |
| Prescott School District | $10,000 | Prescott, WI, US | Program Support | 2020 |
| Prince George's County Public Schoo | $30,000 | Upper Marlboro, MD, US | Program Support | 2020 |
| Reedsville High School | $10,000 | Reedsville, WI, US | Program Support | 2020 |
| Roncalli High School | $10,000 | Manitowoc, WI, US | Program Support | 2020 |
| Rosholt School District | $10,000 | Rosholt, WI, US | Program Support | 2020 |
| Roxboro Community School | $10,000 | Roxboro, NC, US | Program Support | 2020 |
| Rtr Public Schools | $10,000 | Tyler, MN, US | Program Support | 2020 |
| Sam Rayburn Independent School Dist | $10,000 | Ivanhoe, TX, US | Program Support | 2020 |
| School District Of Rhinelander | $10,000 | Rhinelander, WI, US | Program Support | 2020 |
| Seton Catholic High School | $10,000 | Plattsburg, NY, US | Program Support | 2020 |
| Somers Public School | $10,000 | Somers, CT, US | Program Support | 2020 |
| Springfield School District | $10,000 | Springfield, CO, US | Program Support | 2020 |
| St Vincent St Mary High School | $10,000 | Akron, OH, US | Program Support | 2020 |
| Wayne County Schools | $30,000 | Wayne, WV, US | Program Support | 2020 |
| West Central School District | $10,000 | Hartford, SD, US | Program Support | 2020 |
| Whitman-hanson Regional High School | $10,000 | Whitman, MA, US | Program Support | 2020 |
| Willow River Secondary School | $10,000 | Willow River, MN, US | Program Support | 2020 |
| Everett High School | $960 | Lansing, MI, US | Program Support | 2020 |
| Florida Atlantic University | $19,950 | Atlanta, GA, US | Program Support | 2020 |
| Long Island Business Teachers Assoc | $500 | Plainview, NY, US | Program Support | 2020 |
| Mississippi Cee | $2,000 | Jackson, MS, US | Program Support | 2020 |
| Tigard High School | $500 | Tigard, OR, US | Program Support | 2020 |
| Montana State University | $10,000 | Bozeman, MT, US | Program Support | 2020 |
| Montana State University | $15,640 | Bozeman, MT, US | Program Support | 2020 |
| Council For Economic Education | $22,160 | New York, NY, US | Program Support | 2020 |
| National Financial Educators | $3,000 | Clive, IA, US | Program Support | 2020 |
| Long Island Business Teachers Assoc | $500 | North Bellmore, NY, US | Program Support | 2020 |
| Texas Bankers Association | $500 | Austin, TX, US | Program Support | 2020 |
| Project Wayfinder Llc | $4,790 | Berkeley, CA, US | Program Support | 2020 |
| Wvu Foundation Inc | $8,500 | Morgantown, WV, US | Program Support | 2020 |
| North Carolina Cee | $27,200 | Raleigh, NC, US | Program Support | 2020 |
| North Carolina Cee | $40,000 | Raleigh, NC, US | Program Support | 2020 |
| North Carolina Cee | $40,000 | Raleigh, NC, US | Program Support | 2020 |
| Montana State University | $15,640 | Bozeman, MT, US | Program Support | 2020 |
| Montana State University | $15,640 | Bozeman, MT, US | Program Support | 2020 |
| Virginia Jumpstart Coalition | $1,000 | Hanover, VA, US | Program Support | 2020 |
| Economicswisconsin | $1,500 | Milwaukee, WI, US | Program Support | 2020 |
| Relay Graduate School Of Education | $2,500 | New York, NY, US | Program Support | 2020 |
| Nys Education Department | $600 | Albany, NY, US | Program Support | 2020 |
| University Of Southern Maine Pd | $225 | Portland, ME, US | Program Support | 2020 |
| Allegheny Intermediate Unit | $105 | Homestead, PA, US | Program Support | 2020 |
| University Of Southern Maine Pd | $225 | Portland, ME, US | Program Support | 2020 |
| University Of Southern Maine Pd | $150 | Portland, ME, US | Program Support | 2020 |
| University Of Southern Maine Pd | $150 | Portland, ME, US | Program Support | 2020 |
| Allegheny Intermediate Unit | $120 | Homestead, PA, US | Program Support | 2020 |
| Allegheny Intermediateunit | $160 | Homestead, PA, US | Program Support | 2020 |
| Allegheny Intermediate Unit | $85 | Homestead, PA, US | Program Support | 2020 |
| Allegheny Intermediate Unit | $125 | Homestead, PA, US | Program Support | 2020 |
| Andy Gold | $1,000 | Tampa, FL, US | Program Support | 2020 |
| Carin Zinter | $1,000 | Sunderland, MA, US | Program Support | 2020 |
| Elizabeth Justema | $1,000 | Bend, OR, US | Program Support | 2020 |
| Jason-lamont Jackson Sr | $1,000 | West Orange, NJ, US | Program Support | 2020 |
| Karl Remsen | $1,000 | Leadville, CO, US | Program Support | 2020 |
| Lana Main | $1,000 | Sioux Falls, SD, US | Program Support | 2020 |
| Laura Schoenike | $1,000 | Oconomowoc, WI, US | Program Support | 2020 |
| Renee Hochanadel | $1,000 | Lenexa, KS, US | Program Support | 2020 |
| Renee Nelson | $1,000 | Ossining, NY, US | Program Support | 2020 |
| Renee Nelson | $1,000 | Ossining, NY, US | Program Support | 2020 |
| Stephanie Mills | $1,000 | Bowling Green, KY, US | Program Support | 2020 |
| Tara Kelley | $1,000 | Stowe, VT, US | Program Support | 2020 |
| Vincent Branch | $1,000 | Houston, TX, US | Program Support | 2020 |
| Carlmont High School | $1,000 | Belmont, CA, US | Program Support | 2020 |
| $12,884 | , , US | 2020 |
Foundations Similar to Next Gen Personal Finance
Discover 5 foundations with comparable assets ($24,843,778-$28,515,562), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Tah Foundation
EIN: 75-3112928 | 37 grants awarded |
$27,662,698
(≈ Similar) |
$2,000
median grant |
Irvine, CA
Same state |
|
|
The Erich And Hannah Sachs Foundation
EIN: 22-3337781 | 86 grants awarded |
$25,877,909
(≈ Similar) |
$2,500
median grant |
San Rafael, CA
Same state |
|
|
Ngh Charitable Foundation
EIN: 87-3255289 | 241 grants awarded |
$28,506,770
(≈ Similar) |
$5,000
median grant |
Newport Beach, CA
Same state |
|
|
Solano Affordable Housing Foundation
EIN: 68-0224594 | 32 grants awarded |
$28,515,562
(≈ Similar) |
$2,032.5
median grant |
Fairfield, CA
Same state |
|
|
The Lebherz Family Foundation
EIN: 27-3048346 | 253 grants awarded |
$24,843,778
(≈ Similar) |
$5,000
median grant |
San Mateo, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Next Gen Personal Finance as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 82-3648278 |
| Website | http://www.ngpf.com |
| Address | 330 PRIMROSE RD STE 202 Burlingame, CA 94010-4026 |
Key People (2)
Board members, trustees, and key staff who oversee Next Gen Personal Finance's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Timothy Ranzetta |
|---|---|
| Treasurer | David Weill |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Next Gen Personal Finance is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.
Data Currency: Last updated
February 2026
based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.