2025-11-14T19:37:12-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990PF 2024-01-01 823648278 NEXT GEN PERSONAL FINANCE NEXT 6502188408 PO BOX 218 PALO ALTO CA 94302 TIM RANZETTA PRESIDENT 6502188408 2025-11-14 1 1 QI WEN LIANG P01270238 2099556100 2025-11-13 2024 2025-03-06 01:10:19Z X 39833369 X 14581201 746306 755693 755723 -145624 9525014 6573707 0 18433 453 453 15200316 7329853 756176 363075 0 0 363075 2041036 0 0 2039562 153102 0 0 153102 2608 0 0 2608 49215 7382 7382 41833 632997 0 0 632997 223494 6440 6440 223494 1493 0 0 122096 0 0 5155 103368 0 0 103368 721083 40208 40208 709992 4413567 54030 54030 4275186 1121314 1135436 5534881 54030 54030 5410622 9665435 7275823 702146 617059 355570 355570 6050628 15602461 15602461 6163 19017618 22554840 22536101 942174 1033524 1033524 16080 3907 13666 12173 12173 178241 293540 293540 26825549 39852108 39833369 137213 138687 690479 676357 173735 382212 1001427 1197256 X 25824122 35401621 0 3253231 25824122 38654852 26825549 39852108 25824122 9665435 3165295 38654852 0 38654852 REACH III, LP - ST P 2023-01-01 2024-12-31 8033 -8033 -8033 REACH LP - LT P 2023-01-01 2024-12-31 2930 -2930 -2930 REACH II, LP - LT P 2023-01-01 2024-12-31 2873 -2873 -2873 REACH III, LP - LT P 2023-01-01 2024-12-31 118739 118739 118739 VANGUARD - LT P 9404467 2936360 6468107 6468107 SONEN GLOBAL - LT P 2023-01-01 2024-12-31 1808 1111 697 697 6573707 -8033 101134 0 101134 0 101134 15500 0 110000 0 125500 X 208 24158 0 24158 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 1 0 1 0 1 WWW.NGPF.ORG TIMOTHY RANZETTA 6502188408 PO BOX 218 PALO ALTO CA 94302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIMOTHY RANZETTA PO BOX 218 PALO ALTO CA 94302 PRESIDENT 60.00 0 0 0 DAVID WEILL PO BOX 218 PALO ALTO CA 94302 SECRETARY AND TREASURER 1.00 0 0 0 JESSICA ENDLICH PO BOX 218 PALO ALTO CA 94302 CO-FOUNDER 40.00 346100 16975 0 GRACE TING PO BOX 218 PALO ALTO CA 94302 CHIEF OF PARTNERSHIP 40.00 215600 10450 0 AMANDA VOLZ PO BOX 218 PALO ALTO CA 94302 SENIOR PD PROGRAM MA 40.00 166767 8000 0 SONIA DALAL PO BOX 218 PALO ALTO CA 94302 DIRECTOR OF CURRICUL 40.00 152683 7304 0 MASON BUTTS PO BOX 218 PALO ALTO CA 94302 TECHNOLOGY PRODUCTIO 40.00 147284 6850 0 YANELY ESPINAL PO BOX 218 PALO ALTO CA 94302 DIRECTOR OF EDUCATIO 40.00 143108 8965 0 20 JUMPKICK LLC 10924 GRANT ROAD 507 HOUSTON TX 77070 WEB DEVELOPMENT 379080 ELLIE COTARI PO BOX 218 PALO ALTO CA 94302 DESIGN SERVICES 117810 ARIZONA STATE UNIVERSITY 1151 S FOREST AVENUE TEMPE AZ 85281 CURRICULUM DEVELOPMENT 94400 ADRENALINE PRODUCTIONS 5224 S ORANGE AVE ORLANDO FL 32809 FILM PRODUCTION PROJECTS 60726 0 SCHOOLS IN ORDER TO IMPROVE THE FINANCIAL LIVES OF THE NEXT GENERATION OF AMERICANS. AS OF 2024, NGPF'S CURRICULUM AND PROFESSIONAL DEVELOPMENT EXTENDS TO 110,000 MIDDLE AND HIGH SCHOOL TEACHERS REACHING MORE THAN 5 MILLION STUDENTS. DISCRETIONARY GRANTS ARE GIVEN TO ORGANIZATIONS WITH SIMILAR MISSIONS TO NEXT GEN PERSONAL FINANCE. 3718522 0 20654680 8065762 1611023 30331465 0 0 30331465 454972 29876493 1493825 X 5410622 0 5410622 2028-07-11 X 702146 577160 415864 313463 2008633 596824 490586 353484 266444 1707338 5410622 6309510 5433712 5751591 22905435 1135636 1399092 929650 633074 4097452 4274986 4910418 4504062 5118517 18807983 0 0 995883 890546 1026093 1031820 3944342 0 0 0 0 TIMOTHY RANZETTA X FUND FOR PUBLIC SCHOOLS 52 CHAMBERS STREET ROOM 305 NEW YORK CITY NY 10007 PC SUPPORT FINANCIAL EDUCATION IN DISTRICT 135000 GUILFORD COUNTY SCHOOLS PO BOX 880 GREENSBORO NC 27402 GOV SUPPORT FINANCIAL EDUCATION IN DISTRICT 132083 SAN FRANCISCO UNIFIED SCHOOL DISTRICT 750 25TH AVENUE SAN FRANCISCO CA 94121 GOV SUPPORT FINANCIAL EDUCATION IN DISTRICT 130000 CHARLOTTE-MECKLENBURG SCHOOL DISTRICT PO BOX 30035 CHARLOTTE NC 28230 GOV SUPPORT FINANCIAL EDUCATION IN DISTRICT 125088 FLORIDA ATLANTIC UNIVERSITY PO BOX 198660 ATLANTA GA 30384 GOV TO SUPPORT TEACHER PROFESSIONAL DEVELOPMENT IN THE STATE 83000 DETROIT PUBLIC SCHOOLS COMMUNITY 3011 W GRAND BOULEVARD DETROIT MI 48202 GOV SUPPORT FINANCIAL EDUCATION IN DISTRICT 80216 PHILADELPHIA FINANCIAL SCHOLARS 201 ROUSE BOULEVARD PHILADELPHIA PA 19112 PC SUPPORT FINANCIAL EDUCATION IN DISTRICT 67500 CAFE STIPENDS PO BOX 218 SACRAMENTO CA 95814 I SUPPORT FINANCIAL EDUCATION IN DISTRICT 62000 DENVER PUBLIC SCHOOLS 1860 LINCOLN STREET DENVER CO 80203 GOV SUPPORT FINANCIAL EDUCATION IN DISTRICT 60358 SCHOOL BOARD OF MIAMI-DADE PUBLIC SCHOOLS 1450 NE 2ND AVENUE MIAMI FL 33132 GOV SUPPORT FINANCIAL EDUCATION IN DISTRICT 59863 THE PUBLIC EDUCATION FOUNDATION 4505 S MARYLAND PARKWAY LAS VEGAS NV 89154 PC SUPPORT FINANCIAL EDUCATION IN DISTRICT 45000 WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION 201 WEST WASHINGTON AVENUE MADISON WI 53703 GOV SUPPORT ROLLOUT OF PERSONAL FINANCE GUARANTEE 37500 WI TEACHER PD PO BOX 218 SACRAMENTO CA 95814 I TO SUPPORT TEACHER 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-2579 18 -143045 OTHER INCOME 523000 4762 01 13671 2213 616902 0 619115 0 0 0 0 0 0 0 0 0 0 X X 1 TIM RANZETTA PO BOX 218 PALO ALTO CA 94301 9550091 X 2 TOYOTA MOTOR CREDIT CORPORATION 9245 LAGUNA SPRINGS WAY SUITE 370 ELK GROVE CA 95758 3646796 X 3 JORDAN BRAND ONE SW BOWERMAN DRIVE BEAVERTON OR 97005 500000 X X 4 WILLIAM B ELMORE GIFT FUND 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 250000 X 5 AMY AND BILL GURLEY 200 CONGRESS AVENUE UNITY PH51 AUSTIN TX 78701 200000 X 6 HAVER FOUNDATION 64TH E 42ND SUITE 3310 NEW YORK NY 10165 100000 X 7 HOWARD P COLHOUN FAMILY FOUNDATION 14114 MANTUA MILL ROAD GLYNDON MD 21136 71000 X 8 THE RAUCH FOUNDATION 229 7TH STREET 306 GARDEN CITY NY 11530 50000 X 9 CRANKSTART FOUNDATION 1660 BUSH STREET SAN FRANCISCO CA 94109 33000 X 10 JENNIFER AND RYAN SWEENEY 53 BARRY LANE ATHERTON CA 94017 26033 X 11 SILICON VALLEY COMMUNITY FOUNDATION 444 CASTRO STREET SUITE 140 MOUNTAIN VIEW CA 94041 25000 X 12 THE JOHN J POHANKA FAMILY FOUNDATION 1772 RITCHIE STATION COURT CAPITOL HEIGHTS MD 20743 25000 X 13 RICHARD AND GERALDINE WONG 940 W SANTA INEZ AVENUE HILLSBOROUGH CA 94010 25000 X 14 VERMEIL FAMILY FUND 1970 WEBSTER STREET PALO ALTO CA 94301 20000 X 15 MR AND MRS GREGORY AND KATHERINE MI 2241 CREEK HILL RD LANCASTER PA 17601 15000 X 16 DAVID WEILL 533 AUDUBON STREET NEW ORLEANS LA 70118 10000 X 17 NAREN AND VINITA GUPTA 1252 CANADA ROAD WOODSIDE CA 94062 10000 X 18 CHRISTOPHER KAUFMAN AND CARLYN CLEM 19 BLUE RIDGE LANE WOODSIDE CA 94062 10000 X 19 JOHN AND TRACY VAN HOOSER 1 SOUTHRIDGE DRIVE TIBURON CA 94920 10000 X 1 STOCK 9550091 2024-10-31 3 STOCK 250000 2024-05-28 9 STOCK 33000 2024-12-13 ACCOUNTING FEES 49215 7382 7382 41833 NEW LAPTOP 2019-04-10 2299 2185 SL 5.000000000000 114 0 0 OFFICE FURNITURE 2023-11-06 13781 229 SL 10.000000000000 1379 0 0 VANGUARD SMALL CAP GROWTH ETF 1005348 1005348 VANGUARD SMALL CAP VALUE ETF 3149261 3149261 VANGUARD TOTAL INTL STOCK INDEX FUND ETF 2615197 2615197 VANGUARD TOTAL STOCK MARKET ETF 15207535 15207535 BLOOMBOARD, INC SER A2 PFD 127686 15000 EDSURGE SER A PFD 65256 0 EMICS, INC. SERIES A PFD STOCK (INFORMEDK12) 70007 101000 FORUS, INC. PREFERRED STOCK 42275 60700 MODERN GUILD PFD STOCK 25000 25000 OPMOSYS, INC PFD 25000 5000 PATHSOURCE, INC. PFD STOCK 25000 0 RAISE LABS INC, SERIES A 46718 0 SWING EDU 99998 191271 TEACHFX, INC PREFERRED STOCK 25000 160789 WISEBANYAN HOLDINGS SERIES A PREFERRED STOCK 25559 0 PARTNERSHIP - REACH, LP FMV 62528 62528 PARTNERSHIP - REACH II, LP FMV 155906 155906 PARTNERSHIP - REACH III, LP FMV 636458 636458 PARTNERSHIP - REACH IV, LP FMV 57557 57557 PARTNERSHIP - SONEN GLOBAL FMV 121075 121075 NEW LAPTOP 2299 2299 0 OFFICE FURNITURE 13781 1608 12173 LEGAL FEES 2608 0 0 2608 SECURITY DEPOSIT 8650 8650 8650 OPERATING RIGHT OF USE ASSETS 169591 284890 284890 COMPANY EVENT 36335 0 0 36335 INSURANCE 11401 0 0 6473 K-1 DEDUCTIONS 0 40208 40208 0 MARKETING 141370 0 0 141370 OFFICE EXPENSES 153428 0 0 147265 PROGRAM EVENT 265502 0 0 265502 RESEARCH 111876 0 0 111876 DUE & SUBSCRIPTIONS 971 0 0 971 GRANT FEES 200 0 0 200 REACH III, LP 2 2 SONEN GLOBAL 451 451 OTHER INCOME 18433 0 0 UNREALIZED GAIN 3165295 OPERATING LEASE LIABILITY 173735 290676 EXCISE TAX PAYABLE 0 91536 WEB DEVELOPMENT 379080 0 0 379080 EXTERNAL CONTRACTORS 243917 0 0 243917 GAME DEVELOPMENT 10000 0 0 10000 PAYROLL TAXES 175728 0 0 175728 FOREIGN TAXES 0 6440 6440 0 EXCISE TAX 47766 0 0 47766