California · Private foundation
Next Gen Personal Finance
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $1.1M
- Granted FY2024(still arriving)
- 20
- Grants FY2024
- 24
- Organizations funded FY2023
- 54%
- First-time grantees FY2023
- Median grant, FY2024
- $59,863
- Largest grant, FY2024
- $135,000
- Organizations funded a year
- 13 to 98
- FY2019 to FY2023
- States reached, FY2024
- 12
- Total assets, FY2024
- $40M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2023, 54% of the organizations Next Gen Personal Finance funded were first-time grantees, receiving 59% of its grant dollars.
New vs renewed · share of each year
In FY2023, 41% of grant dollars renewed an existing relationship; $826k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2024still arriving | 20 | $1.1M | 25% |
| FY2023 | 24 | $1.4M | 54% |
| FY2022 | 74 | $930k | 91% |
| FY2021 | 98 | $633k | 98% |
| FY2020 | 80 | $789k | 99% |
| FY2019 | 13 | $312k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| The Fund for Public Schools Inc | $270,000 | 2 | 0% |
| Financial Scholars Inc | $270,000 | 3 | 23% |
| Sfusd | $260,000 | 2 | n/a |
| Clark County Public Education Foundation Inc | $255,000 | 4 | 1% |
| Milwaukee Public Schools | $214,183 | 4 | n/a |
| Miami-Dade County Public Schools | $167,382 | 2 | n/a |
| Florida Atlantic University | $157,005 | 4 | n/a |
| Fulton County Schools | $125,000 | 2 | n/a |
| Donorschooseorg | $100,000 | 1 | 0% |
| Mississippi Council on Economic Education | $65,500 | 2 | 4% |
Show all 55 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| The Fund for Public Schools Inc | $270,000 | 2 | 0% |
| Financial Scholars Inc | $270,000 | 3 | 23% |
| Sfusd | $260,000 | 2 | n/a |
| Clark County Public Education Foundation Inc | $255,000 | 4 | 1% |
| Milwaukee Public Schools | $214,183 | 4 | n/a |
| Miami-Dade County Public Schools | $167,382 | 2 | n/a |
| Florida Atlantic University | $157,005 | 4 | n/a |
| Fulton County Schools | $125,000 | 2 | n/a |
| Donorschooseorg | $100,000 | 1 | 0% |
| Mississippi Council on Economic Education | $65,500 | 2 | 4% |
| Council for Economic Education | $55,800 | 2 | 1% |
| Wisconsin Department of Public Instruction | $37,500 | 1 | n/a |
| Champlain College Incorporated | $35,000 | 1 | 0% |
| Jumpstart Coalition for Personal Financial Literacy | $31,250 | 1 | 2% |
| Michigan Council on Economic Education | $27,500 | 3 | 9% |
| Securefutures Foundation Inc | $20,000 | 1 | 1% |
| Mount Saint Joseph High School Inc | $10,000 | 1 | n/a |
| Churchill County School District | $10,000 | 1 | n/a |
| Maple Run Unified School District | $10,000 | 1 | n/a |
| Eastmont School District | $10,000 | 1 | n/a |
| Pennsylvania Distance Learning Charter School | $10,000 | 1 | 0% |
| Fond Du Lac School District | $10,000 | 1 | n/a |
| Wenatchee School District | $10,000 | 1 | n/a |
| School District of Rhinelander | $10,000 | 1 | n/a |
| Pinnacle Classical Academy | $10,000 | 1 | 0% |
| Catasauqua Area School District | $10,000 | 1 | n/a |
| Kiski Area School District | $10,000 | 1 | n/a |
| Brandywine Heights Area School | $10,000 | 1 | n/a |
| St Vincent - St Mary High School | $10,000 | 1 | n/a |
| Glasgow High School | $10,000 | 1 | n/a |
| The Sycamore School | $10,000 | 1 | 1% |
| Roxboro Community School Inc | $10,000 | 1 | 0% |
| West Virginia University Foundation Inc | $8,500 | 1 | 0% |
| Allegheny Intermediate Unit | $5,984 | 5 | n/a |
| Indiana University School of Medicine | $5,500 | 1 | n/a |
| Dreyfoos School of the Arts | $5,000 | 1 | n/a |
| Beaver Area School District | $5,000 | 1 | n/a |
| West Middlesex Area School District | $5,000 | 1 | n/a |
| Boyle County Schools | $5,000 | 1 | n/a |
| Sussex Academy of Arts & Sciences Inc | $5,000 | 1 | 0% |
| Nebraska Council on Economic Education | $4,000 | 1 | 1% |
| Santa Barbara Unified School District | $3,500 | 1 | n/a |
| Edwards Knox Central School | $2,500 | 1 | n/a |
| Relay Graduate School of Education | $2,500 | 1 | 0% |
| Fairhill School | $2,500 | 1 | 0% |
| Iowa Mennonite School | $2,500 | 1 | 0% |
| Center for Student Learning Charter Scho | $2,500 | 1 | 0% |
| Universal School | $2,500 | 1 | n/a |
| Manitowoc Lutheran High School | $2,500 | 1 | n/a |
| The Chicago High School for the Arts | $1,000 | 1 | 0% |
| Town of Shrewsbury | $1,000 | 1 | n/a |
| Campbell Hall -Episcopal- | $1,000 | 1 | n/a |
| Spectrum Charter School Inc | $1,000 | 1 | 0% |
| Lansing Public Schools | $960 | 1 | n/a |
| Texas Bankers Association | $500 | 1 | 0% |
Plus 218 recipients with no EIN on record ($2.9M), not named here.
Where it is load-bearing
Each grantee by its size and the share of its budget Next Gen Personal Finance supplied at peak.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Share Our Strength · Round It Up America Inc · For Inspiration and Recognition of Science and Technology (FIRST) · Project Lead the Way Inc · Good Sports Inc · Project Lead the Way Inc · GenYOUTH Incorporated · Save the Music Foundation · The George W Bush Foundation · Feed the Children Inc · I Car Education Foundation · Dick's Sporting Goods Foundation
How this is measured
Warm introductions · Powered by PlinthPlus
How do I get to Next Gen Personal Finance?
Find your warmest path to Next Gen Personal Finance through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.
About Next Gen Personal Finance
- How much does Next Gen Personal Finance give?
- Next Gen Personal Finance reported 20 grants totaling $1,135,436 in its FY2024 IRS filing. It funded between 13 and 98 organizations a year over FY2019 to FY2023.
- What does Next Gen Personal Finance fund?
- By grant dollars over FY2019 to FY2024, its largest causes are Education (91%), Human Services (2%), Public Benefit (1%).
- Who are Next Gen Personal Finance's largest grantees?
- By total granted over FY2019 to FY2024: The Fund for Public Schools Inc ($270k), Financial Scholars Inc ($270k), Sfusd ($260k).
- Does Next Gen Personal Finance fund new organizations?
- In FY2023, 54% of the organizations it funded were first-time grantees.
- Does Next Gen Personal Finance accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as Next Gen Personal Finance?
- Its strongest co-funders, measured against what their size predicts, include Share Our Strength, Round It Up America Inc, For Inspiration and Recognition of Science and Technology (FIRST).
- Where is Next Gen Personal Finance based?
- Next Gen Personal Finance is based in CA.
Play a game based on Next Gen Personal Finance’s filings →