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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
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Total Given
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Mary Alice Fortin Foundation for Youth
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Assets
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Walter & Frances Green Charitable Trust
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Assets
—
Grants
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Total Given
$56K
Louise E Senft
GREAT FALLS, MT
Assets
$77K
Grants
3
Total Given
$5K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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