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Next Gen Personal Finance

Palo Alto, California  ·  EIN 823648278  ·  Private foundation

Next Gen Personal Finance is a private foundation based in Palo Alto, California. Its most recent IRS Form 990-PF reports $802K in grants paid and $30.4M in total assets. Bespoke Grants tracks 218 individual grants from this funder — $4.5M awarded across 2019–2024 — including its support for education. Below is its full funding profile.

$802K
Annual giving (FY2020)
$30.4M
Total assets
218
Grants tracked
2024
Most recent grant

What Next Gen Personal Finance funds

Next Gen Personal Finance's giving carries a documented focus on education, financial empowerment.

EducationFinancial Empowerment

Grant history

The largest grants Bespoke Grants has on record for Next Gen Personal Finance, by amount:

RecipientLocationGrantYear
Charlotte-mecklenburg School District
SUPPORT FINANCIAL EDUCATION IN DISTRICT
Charlotte, NC$144K2023
Prince George's County Public Schools
FEE GRANT
Upper Marboro, MD$140K2022
Fund for Public Schools
SUPPORT FINANCIAL EDUCATION IN DISTRICT
New York City, NY$135K2024
Philadelphia Financial Scholars
SUPPORT FINANCIAL EDUCATION IN DISTRICT
Philadelphia, PA$135K2023
Fund for Public Schools
SUPPORT FINANCIAL EDUCATION IN DISTRICT
New York, NY$135K2023
Guilford County Schools
SUPPORT FINANCIAL EDUCATION IN DISTRICT
Greensboro, NC$132K2024
San Francisco Unified School District
SUPPORT FINANCIAL EDUCATION IN DISTRICT
San Francisco, CA$130K2024
San Francisco Unified School District
SUPPORT FINANCIAL EDUCATION IN DISTRICT
San Francisco, CA$130K2023
Charlotte-mecklenburg School District
SUPPORT FINANCIAL EDUCATION IN DISTRICT
Charlotte, NC$125K2024
School Board of Miami-dade Public Schools
SUPPORT FINANCIAL EDUCATION IN DISTRICT
Miami, FL$122K2023
Milwaukee Public Schools
SUPPORT FINANCIAL EDUCATION IN DISTRICT
Milwaukee, WI$111K2023
School Board of Miami-dade County
FEE GRANT
Miami, FL$90K2022
The Public Education Foundation
SUPPORT FINANCIAL EDUCATION IN DISTRICT
Las Vegas, NV$88K2023
Jumpstart Coalition for Personal Fi
FURTHER CHARITABLE MISSION
Herriman, UT$85K2019
Florida Atlantic University
TO SUPPORT TEACHER PROFESSIONAL DEVELOPMENT IN THE STATE
Atlanta, GA$83K2024

Next Gen Personal Finance giving by year

Total grants Bespoke Grants has indexed for each filing year:

2019$312K
2020$716K
2022$930K
2023$1.4M
2024$1.1M

How to apply for funding from Next Gen Personal Finance

Next Gen Personal Finance's public IRS filing does not spell out a formal application process. Foundations of this size often give primarily to organizations they already know, so a concise letter of inquiry or a warm introduction is usually the best first contact — not a full proposal. You can review the foundation directly at ngpf.com.

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Frequently asked questions about Next Gen Personal Finance

Does Next Gen Personal Finance accept grant applications?
Next Gen Personal Finance's public filing does not specify an application process. A brief letter of inquiry or a warm introduction is usually the best first step with a private foundation of this size.
What does Next Gen Personal Finance fund?
Next Gen Personal Finance's grants focus on education. Recent recipients include Charlotte-mecklenburg School District, Prince George's County Public Schools, Fund for Public Schools. Its full grant history is listed above.
How much does Next Gen Personal Finance give in grants?
Next Gen Personal Finance reported $802K in grants in its most recent IRS filing (FY2020). Across all years in our data it has awarded $4.5M over 218 grants.
Where is Next Gen Personal Finance located?
Next Gen Personal Finance is based in Palo Alto, California. Its IRS employer identification number (EIN) is 823648278.
How can I find foundations similar to Next Gen Personal Finance?
Bespoke Grants matches your nonprofit against 225,000+ foundations like Next Gen Personal Finance, ranking each by how well it fits your mission, location, and budget — with the reasoning shown. It is free to search.

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Foundations similar to Next Gen Personal Finance

Other California grantmakers with overlapping priorities:

About this profile. This page is built from Next Gen Personal Finance's public IRS Form 990-PF and 990 filings, indexed by Bespoke Grants alongside 13M+ grants from 225,000+ U.S. foundations. Grant figures reflect filings available to date; IRS data publishes on a 1–2 year lag. Bespoke Grants is not affiliated with Next Gen Personal Finance. Always confirm current giving priorities and application procedures with the foundation directly before applying.