Generation Fund Inc

BURLINGTON, VT EIN: 27-2993973

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$39.7M

-4.8% YoY

Annual Giving

$5.9M

-15.5% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$1.5M

-15.5% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$39,670,379$41,670,767$41,955,386
Revenue$2,027,412$1,028,374$1,727,751
Expenses$6,214,831$7,297,252$2,925,850
Qualifying Distributions$5,948,578$7,029,742$2,573,728
Net Investment Income$1,854,936$762,691$1,438,521
Distributable Amount$2,097,244$2,129,068$2,334,864

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$7M2 grants20204 grants20212 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

VANGUARD CHARITABLE$1.6MFIDELITY CHARITABLE GIFT…$1.4MNATIONAL PHILANTHROPIC T…$1.4MTHE BOSTON FOUNDATION$1.4M

Grant Size Distribution

16 grants across all recorded years

<$50K$50–100K1$100–250K2$250–500K3$500K–1M10$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Generation Fund Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

AUSTIN HART CO DINSE…PRESIDENT$15KWALLACE TAPIA CO DIN…TREASURER$15KPETER BROWN CO DINSE…SECRETARY$15K

From 2024 filing

NameTitleHoursCompensation
AUSTIN HART CO DINSE PCPRESIDENT2$15,000
WALLACE TAPIA CO DINSE PCTREASURER3.5$15,000
PETER BROWN CO DINSE PCSECRETARY1$15,000
E RUSSELL PEACH IV CO DINSE PCASSISTANT TREASURER - THRU 6/27/20241
MEREDITH MURPHY CO DINSE PCASSISTANT TREASURER - BEGAN 5/16/20241

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

Cities

BostonCincinnatiJenkintown

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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