funder-graph › Recipients
Who funds Next Gen Personal Finance
EIN 82-3648278 · Burlingame, CA · NTEE P19
Next Gen Personal Finance of Burlingame, CA (EIN 82-3648278) was named as a grant recipient by 14 funders in 25 grants paid totaling $3,637,267 in tax years 2019–2025, as reported on the funders' Forms 990-PF and 990 Schedule I. Each edge was resolved to this EIN at the match tier shown. Dataset version 2026.09.0, built 2026-09-03.
Grants received
$3,637,267
25 grants paid
Funders
14
distinct grantmakers
Tax years
2019–2025
as reported by funders
Approved for future payment
$554,000
not included in grants received
Funders
| Funder | State | Match | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Fidelity Investments Charitable Gift Fund 11-0303001 | MA | A | 4 | $1,276,633 | 2025 |
| Vanguard Charitable Endowment Program 23-2888152 | PA | A | 2 | $550,000 | 2024 |
| Haver Foundation C/O Pendleton Square Trust Company Inc 82-6126398 | TN | C | 3 | $450,000 | 2025 |
| Donor Advised Charitable Giving Inc 31-1640316 | CO | A | 2 | $443,114 | 2025 |
| Charles R Schwab Foundation for Financial Freedom 84-2512121 | FL | B | 1 | $250,000 | 2025 |
| Marin Community Foundation 94-3007979 | CA | A | 1 | $250,000 | 2024 |
| Center for Financial Capability 27-3406242 | CA | A | 2 | $138,520 | 2019 |
| Howard P Colhoun Family Foundation Inc 52-1853373 | MD | B | 1 | $71,000 | 2024 |
| Silicon Valley Community Foundation 20-5205488 | CA | A | 3 | $55,000 | 2024 |
| The John J Pohanka Family Foundation 56-6784266 | MD | C | 2 | $50,000 | 2024 |
| The Rauch Foundation Inc 11-2001717 | VT | B | 1 | $50,000 | 2024 |
| Crankstart Foundation 94-3377099 | CA | B | 1 | $33,000 | 2024 |
| Eden Bridge Foundation 02-0714460 | PA | A | 1 | $10,000 | 2024 |
| The Naren & Vinita Gupta Foundation 77-0388598 | CA | C | 1 | $10,000 | 2024 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Grants
The 27 most recent grants naming this organization.
| Tax year | Funder | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|---|
| 2025 | Charles R Schwab Foundation for Financial Freedom | Next Gen Personal Finance Burlingame, CA | B | $500,000 | approved, future | STATE IMPLEMENTATION SUPPORT | 202601269349104160 |
| 2025 | Fidelity Investments Charitable Gift Fund | Next Gen Personal Finance Burlingame, CA | A | $250,600 | paid | For grant recipient's exempt purposes | 202601389349301700 |
| 2025 | Charles R Schwab Foundation for Financial Freedom | Next Gen Personal Finance Burlingame, CA | B | $250,000 | paid | STATE IMPLEMENTATION SUPPORT | 202601269349104160 |
| 2025 | Haver Foundation C/O Pendleton Square Trust Company Inc | Next Gen Personal Finance Palo Alto, CA | C | $250,000 | paid | TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY | 202641599349100804 |
| 2025 | Donor Advised Charitable Giving Inc | Next Gen Personal Finance Palo Alto, CA | A | $212,650 | paid | HUMAN SERVICES | 202611199349300601 |
| 2024 | Marin Community Foundation | Next Gen Personal Finance Burlingame, CA | A | $250,000 | paid | PROVIDE GENERAL OPERATING SUPPORT | 202541349349313719 |
| 2024 | Donor Advised Charitable Giving Inc | Next Gen Personal Finance Palo Alto, CA | A | $230,464 | paid | HUMAN SERVICES | 202541069349300729 |
| 2024 | Haver Foundation C/O Pendleton Square Trust Company Inc | Next Gen Personal Finance Palo Alto, CA | C | $100,000 | paid | TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY | 202541339349103369 |
| 2024 | Howard P Colhoun Family Foundation Inc | Next Gen Personal Finance Burlingame, CA | B | $71,000 | paid | FOR THE EXEMPT FUNCTION OF THE ORGANIZATION | 202543109349100144 |
| 2024 | Crankstart Foundation | Next Gen Personal Finance Burlingame, CA | B | $54,000 | approved, future | TO TRAIN SFUSD TEACHERS TO TEACH FINANCIAL LITERACY | 202543179349103724 |
| 2024 | Vanguard Charitable Endowment Program | Next Gen Personal Finance Palo Alto, CA | A | $50,000 | paid | FOR RECIPIENT'S EXEMPT PURPOSE | 202511349349313096 |
| 2024 | The Rauch Foundation Inc | Next Gen Personal Finance Burlingame, CA | B | $50,000 | paid | FINANCIAL LITERACY GRANT | 202523119349100112 |
| 2024 | Crankstart Foundation | Next Gen Personal Finance Burlingame, CA | B | $33,000 | paid | TO TRAIN SFUSD TEACHERS TO TEACH FINANCIAL LITERACY | 202543179349103724 |
| 2024 | Fidelity Investments Charitable Gift Fund | Next Gen Personal Finance Burlingame, CA | A | $26,033 | paid | For grant recipient's exempt purposes | 202521349349310887 |
| 2024 | The John J Pohanka Family Foundation | Next Gen Personal Finance Palo Alto, CA | C | $25,000 | paid | GENERAL PURPOSE | 202513169349101641 |
| 2024 | Eden Bridge Foundation | Next Gen Personal Finance Palo Alto, CA | A | $10,000 | paid | DONATION TO MINISTRY | 202541359349315859 |
| 2024 | The Naren & Vinita Gupta Foundation | Next Gen Personal Finance Palo Alto, CA | C | $10,000 | paid | CHARITABLE | 202530929349100418 |
| 2024 | Silicon Valley Community Foundation | Next Gen Personal Finance Burlingame, CA | A | $10,000 | paid | Human Services | 202543149349305759 |
| 2023 | Haver Foundation C/O Pendleton Square Trust Company LLC | Next Gen Personal Finance Palo Alto, CA | C | $100,000 | paid | TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY | 202421309349100017 |
| 2023 | Silicon Valley Community Foundation | Next Gen Personal Finance Burlingame, CA | A | $35,000 | paid | Human Services | 202413129349304911 |
| 2023 | The John J Pohanka Family Foundation | Next Gen Personal Finance Palo Alto, CA | C | $25,000 | paid | GENERAL PURPOSE | 202433199349105728 |
| 2022 | Fidelity Investments Charitable Gift Fund | Tessellations Mountain View, CA | A | $500,000 | paid | For grant recipient's exempt purposes | 202321309349304807 |
| 2022 | Fidelity Investments Charitable Gift Fund | Next Gen Personal Finance Palo Alto, CA | A | $500,000 | paid | For grant recipient's exempt purposes | 202430459349302913 |
| 2022 | Silicon Valley Community Foundation | Next Gen Personal Finance Palo Alto, CA | A | $10,000 | paid | Human Services | 202333189349318948 |
| 2021 | Vanguard Charitable Endowment Program | Next Gen Personal Finance Palo Alto, CA | A | $500,000 | paid | FOR RECIPIENT'S EXEMPT PURPOSE | 202211339349310116 |
| 2019 | Center for Financial Capability | Next Gen Personal Finance Palo Alto, CA | A | $69,260 | paid | TRANSFER OF ASSETS | 202033509349301903 |
| 2019 | Center for Financial Capability | Next Gen Personal Finance Palo Alto, CA | A | $69,260 | paid | TRANSFER OF ASSETS | 202033509349301903 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are inferred and should be read as leads until the check is published on the methodology page.
Derived from IRS Form 990-PF and Form 990 Schedule I e-file XML filed by the funders shown; this organization's identity from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The rows as Parquet: manifest.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.