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← NEXT GEN PERSONAL FINANCE

Form 990-PF for tax year 2023

Filed by NEXT GEN PERSONAL FINANCE.

Totals

Total revenue
$2,684,507
Total expenses
$7,134,858
Contributions and grants received
$979,115
Contributions, gifts and grants paid
$2,089,571
Fair market value of assets, end of year
$26,854,559

Listed in Part VIII

  • Timothy Ranzetta

    PRESIDENT

    Total calculated
    $0
    Hours/week
    60
  • David Weill

    TREASURER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VIII of the Form 990-PF: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants paid on this return

Grants paid, cash basis (Part I, line 25, column (d))
$1,399,092
As filed, and sometimes filed as 0.
Grants paid, Part XV total (line 3a)
$1,399,092
The foundation's own total of the grants it itemizes.

These are the grants the foundation paid during the year. The “Contributions, gifts and grants paid” total above is the figure on the foundation's books. This return marks the accrual method, under which a grant is recorded when the foundation commits to it rather than when it pays, so the books total need not agree with the cash figures in this section: a grant promised one year and paid in another is counted in different years.

  • CHARLOTTE-MECKLENBURG SCHOOL DISTRICT

    $144,166

    CHARLOTTE, NC

    SUPPORT FINANCIAL EDUCATION IN DISTRICT

  • FUND FOR PUBLIC SCHOOLS

    $135,000

    NEW YORK, NY

    SUPPORT FINANCIAL EDUCATION IN DISTRICT

  • PHILADELPHIA FINANCIAL SCHOLARS

    $135,000

    PHILADELPHIA, PA

    SUPPORT FINANCIAL EDUCATION IN DISTRICT

  • SAN FRANCISCO UNIFIED SCHOOL DISTRICT

    $130,000

    SAN FRANCISCO, CA

    SUPPORT FINANCIAL EDUCATION IN DISTRICT

  • SCHOOL BOARD OF MIAMI-DADE PUBLIC SCHOOLS

    $122,438

    MIAMI, FL

    SUPPORT FINANCIAL EDUCATION IN DISTRICT

  • MILWAUKEE PUBLIC SCHOOLS

    $110,508

    MILWAUKEE, WI

    SUPPORT FINANCIAL EDUCATION IN DISTRICT

  • THE PUBLIC EDUCATION FOUNDATION

    $87,500

    LAS VEGAS, NV

    SUPPORT FINANCIAL EDUCATION IN DISTRICT

  • DETROIT PUBLIC SCHOOLS COMMUNITY

    $80,216

    DETROIT, MI

    SUPPORT FINANCIAL EDUCATION IN DISTRICT

  • GUILFORD COUNTY SCHOOLS

    $64,557

    GREENSBORO, NC

    SUPPORT FINANCIAL EDUCATION IN DISTRICT

  • DENVER PUBLIC SCHOOLS

    $64,377

    DENVER, CO

    SUPPORT FINANCIAL EDUCATION IN DISTRICT

The 10 largest to organizations. The API serves every grant row.

1 grant to an individual, $50,610. Counted where the foundation named the recipient as a person or marked it as an individual, as filed. Who received them, where, and why are not published.

Provenance

Return type
form_990_pf
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423199349103337

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.