Next Gen Personal Finance
Next Gen Personal Finance (NGPF) is a private foundation based in Palo Alto, California. Its work supports personal finance education in schools through curriculum and professional development, and it makes discretionary grants to organizations with missions similar to its own.
Next Gen Personal Finance at a glance
In short: Next Gen Personal Finance gave $1.1M across 20 grants in 2024 (avg $57K), top state North Carolina. 13% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,135,436
- -18.8% vs 2023
- Grants made (2024)
- 20
- -16.7% vs 2023
- Average grant
- $56,772
- -2.6% vs 2023
- Median grant
- $52,432
- Total assets
- $39,852,108
- +48.6% vs 2023
- New grantees (estimate)
- 13% first-time grantees (2 of 16, 2024; small sample)
- Primary geography
- North Carolina (23% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Next Gen Personal Finance
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 218, Palo Alto, CA 94302
Phone: (650) 218-8408
Website: https://www.ngpf.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Next Gen Personal Finance funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Fund for Public Schools ($135K). Together the top 10 received $918K.
Organizations only. It also paid 4 grants to individuals ($126,000), which are not listed by name.
Grant Size Distribution
310 grants across all recorded years
The most common grant size was under $50K: 277 grants of 310 (89%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars went to recipients in multiple states. The largest shares were in North Carolina and California, at 23% each, followed by New York (12%), Michigan (8%), and Georgia (7%). The website also describes state-specific initiatives in California, Florida, Wisconsin, New Mexico, and Oregon.
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
States
Cities
Is Next Gen Personal Finance open to new grantees?
13%
first-time grantees, 2024
In 2024, 2 of 16 grantees (13%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $20K; repeat grants $69K. How we count
Medians: $20K first-time, $64K repeat.
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $633K (2021) to $1.4M (2023). In 2024 it made 20 grants totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fund for Public Schools New York City, NY | Support Financial Education in District | $135,000 |
| Guilford County Schools Greensboro, NC | Support Financial Education in District | $132,083 |
| San Francisco Unified School District San Francisco, CA | Support Financial Education in District | $130,000 |
| Charlotte-Mecklenburg School District Charlotte, NC | Support Financial Education in District | $125,088 |
| Florida Atlantic University Atlanta, GA | To Support Teacher Professional Development in the State | $83,000 |
| Detroit Public Schools Community Detroit, MI | Support Financial Education in District | $80,216 |
| Philadelphia Financial Scholars Philadelphia, PA | Support Financial Education in District | $67,500 |
| 4 grants to individuals Recipients not named | — | $126,000 |
| Denver Public Schools Denver, CO | Support Financial Education in District | $60,358 |
| School Board of Miami-Dade Public Schools Miami, FL | Support Financial Education in District | $59,863 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $39,852,108 | $15,200,316 | $5,534,881 | $1,135,436 | 20 | $5,410,622 | $7,275,823 | — |
| 2023 | $26,825,549 | $2,684,507 | $7,134,858 | $1,399,092 | 24 | $6,309,510 | $2,839,632 | — |
| 2022 | $27,853,558 | $1,742,444 | $5,425,049 | $929,650 | 74 | $5,433,712 | $675,175 | — |
| 2021 | $36,239,691 | $8,220,003 | $5,957,101 | $633,074 | 98 | $5,751,591 | $3,001,595 | — |
| 2020 | $30,392,888 | $15,927,509 | $5,449,039 | $788,944 | 94 | — | $145,086 | $1,220,663 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
NGPF’s stated mission is for every U.S. high school student to graduate having taken a one-semester personal finance course by 2030. Its website describes free curriculum and professional development for educators, along with support for schools and districts implementing personal finance education.
The foundation says its discretionary grants go to organizations with similar missions. Its 2024 grants included support for financial education in school districts, teacher professional development, and the rollout of a personal finance guarantee. NGPF’s website also describes grant programs that support district implementation and teacher training; some offer stipends to educators completing professional development.
Grantmaking
In filing year 2024, NGPF reported 20 grants totaling $1,135,436. Grant amounts ranged from $2,650 to $135,000, with a median of $52,432. The largest grants included:
NGPF’s website describes additional grant and partnership programs, including support associated with California, Florida, Wisconsin, New Mexico, and Oregon financial education initiatives. It also reports that it has committed more than $10 million in grants since 2019.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Timothy Ranzetta as president, David Weill as secretary and treasurer, and Jessica Endlich as co-founder. NGPF’s website identifies Tim Ranzetta and Jessica Endlich as co-founders.
Next Gen Personal Finance is led by Timothy Ranzetta, President on every filing since 2020; 1 of 3 officers listed in 2024 is compensated.
Officers on the 2024 filing
Timothy Ranzetta
President
On filings since 2020
60 hrs/week
No compensation reported
Jessica Endlich
Co-Founder
New on the 2024 filing
40 hrs/week
$346K (2024)
David Weill
Secretary & Treasurer
Treasurer → Secretary & Treasurer, 2024
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $346K, to Jessica Endlich (Co-Founder).
Frequently asked questions about Next Gen Personal Finance
How much does Next Gen Personal Finance give each year?
Next Gen Personal Finance gave $1.1M across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.4M across 24 grants.
What is Next Gen Personal Finance's typical grant size?
Next Gen Personal Finance's median grant in 2024 was $52,432, and its average grant was $56,772, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Next Gen Personal Finance that year got $20K on average.
Where does Next Gen Personal Finance give grants?
Next Gen Personal Finance's top state is North Carolina, with 23% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were California (23%) and New York (12%).
Does Next Gen Personal Finance give general operating support?
Not in 2024: none of the 20 grants with a stated purpose on Next Gen Personal Finance's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support Financial Education in District" (11 grants) and "To Support Teacher Professional Development in the State" (5 grants).
Who are Next Gen Personal Finance's largest grantees?
Next Gen Personal Finance's largest 2024 grantees include Fund for Public Schools ($135,000), Guilford County Schools ($132,083) and San Francisco Unified School District ($130,000), according to its 2024 IRS Form 990-PF. It also paid 4 grants to individuals ($126,000), which are not listed by name. Together they received 35% of its itemized 2024 grant dollars.
How large is Next Gen Personal Finance?
Next Gen Personal Finance reported $39.9M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $15.2M.
What does Next Gen Personal Finance fund?
NGPF’s stated mission is for every U.S. high school student to graduate having taken a one-semester personal finance course by 2030. Its website describes free curriculum and professional development for educators, along with support for schools and districts implementing personal finance education. See mission & focus areas ↑
How do I apply for a grant from Next Gen Personal Finance?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Next Gen Personal Finance's EIN?
Next Gen Personal Finance's EIN (Employer Identification Number) is 82-3648278. IRS Form 990 filing data is available on this page for 2020–2024.
Does Next Gen Personal Finance accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Next Gen Personal Finance funds
Human Services Open opportunities, soonest deadline first.
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