The Nextgen Foundation Charitable Trust
The NextGen Foundation Charitable Trust is a private grantmaking foundation based in Livingston, Montana. Designated as a 501(c)(3) organization, it has been tax-exempt since December 1996. The foundation operates as a philanthropic organization supporting education and human services initiatives across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.9M
+9.2% YoY
Annual Giving
$603K
-13.8% YoY
Grant Count
51
-8.9% YoY
Avg Grant Size
$12K
-5.4% YoY
Under IRS private-foundation payout rules, The Nextgen Foundation Charitable Trust reported a distributable amount of $591K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's core mission centers on supporting education and human services projects. Primary funding focus areas include:
- Education
- Human services
- Poverty alleviation
- Community health
- Reproductive health
- Religious organizations and churches
Grantmaking
The foundation is open to new applicants, with approximately 12% of new applicants receiving funding. The foundation has distributed grants across numerous cities and states, including Arlington, Baltimore, Chicago, and throughout Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Maryland, Michigan, Montana, North Carolina, New York, Ohio, Oklahoma, South Carolina, Tennessee, Texas, and Virginia.
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Geographic Focus
Where this funder awards grants
The foundation funds initiatives across multiple U.S. states and cities, with a demonstrated presence in:
- Arizona
- Colorado
- Florida
- Illinois
- Indiana
- Iowa
- Maryland
- Michigan
- Montana
- North Carolina
- New York
- Ohio
- Oklahoma
- South Carolina
- Tennessee
- Texas
- Virginia
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue:
- Total assets: $12,872,167 (2024)
- Total liabilities: $0 (2024)
- Annual revenue: $474,966 (2024)
- Annual expenses: $603,652 (2024)
Contact Information:
- Address: 66 Deep Creek Road, Livingston, MT 59047-9111
- Phone: 410-568-1500
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,872,167 | $11,786,585 | $13,828,311 |
| Revenue | $474,966 | $493,498 | $802,854 |
| Expenses | $603,652 | $723,963 | $644,523 |
| Qualifying Distributions | $602,597 | $699,315 | $619,060 |
| Net Investment Income | $473,911 | $481,851 | $797,391 |
| Distributable Amount | $590,566 | $602,597 | $699,316 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
200 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Samaritan's Purse ($40,000), Elliston Church of God ($35,000), Wounded Warrior Project ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS BOONE, IA | UNRESTRICTED | $25,000 |
| BOY'S LATIN SCHOOL BALTIMORE, MD | UNRESTRICTED | $3,000 |
| CAMP HAPPY DAYS CHARLESTON, SC | UNRESTRICTED | $10,000 |
| CITIZENS FOR BALANCED USE GALLATIN GATEWAY, MT | UNRESTRICTED | $5,000 |
| COMMIT FOUNDATION BALTIMORE, MD | UNRESTRICTED | $2,500 |
| COMMUNITY BIBLE STUDY INTERNATIONAL COLORADO SPRINGS, CO | UNRESTRICTED | $10,000 |
| CYSTIC FIBROSIS FOUNDATION BETHESDA, MD | UNRESTRICTED | $10,000 |
| ELLISTON CHURCH OF GOD ELLISTON, VA | UNRESTRICTED | $35,000 |
| FAY COMMUNITY FOUNDATION BOZEMAN, MT | UNRESTRICTED | $5,000 |
| FOUNDATION FOR WILDLIFE MANAGEMENT PONDERAY, ID | UNRESTRICTED | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Key personnel serving in voluntary, unpaid capacities:
- Robert E. Smith – President
- Melissa W. Smith – Secretary
- Paul O. Wallace – Treasurer
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT E SMITH | PRESIDENT | 4 | — |
| MELISSA W SMITH | SECRETARY | 4 | — |
| PAUL O WALLACE | TREASURER | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Nextgen Foundation Charitable Trust fund?
The foundation's core mission centers on supporting education and human services projects. Primary funding focus areas include: • Education • Human services • Poverty alleviation • Community health • Reproductive health • Religious organizations and churches
How do I apply for a grant from The Nextgen Foundation Charitable Trust?
**Financial Activity:** • Total assets: $12.9 million (as of 2024) • Total giving: $602,597 (2024) • Annual expenses: $603,652 (2024) • Annual revenue: $474,966 (2024) The foundation is open to new applicants, with approximately 12% of new applicants receiving funding. The foundation has distributed grants across numerous cities and states, including Arlington, Baltimore, Chicago, and throughout Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Maryland, Michigan, Montana, North Carolina, Ne…
Where does The Nextgen Foundation Charitable Trust make grants?
The foundation funds initiatives across multiple U.S. states and cities, with a demonstrated presence in: • Arizona • Colorado • Florida • Illinois • Indiana • Iowa • Maryland • Michigan • Montana • North Carolina • New York • Ohio • Oklahoma • South Carolina • Tennessee • Texas • Virginia
What size grants does The Nextgen Foundation Charitable Trust award?
In 2024, The Nextgen Foundation Charitable Trust awarded 51 grants totaling $603K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is The Nextgen Foundation Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Nextgen Foundation Charitable Trust reported a distributable amount of $591K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Nextgen Foundation Charitable Trust's EIN?
The Nextgen Foundation Charitable Trust's EIN (Employer Identification Number) is 31-1480932. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in The Nextgen Foundation Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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