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Private foundation (trust)EIN 272993973Est. 2010-08

GENERATION FUND INC

BURLINGTON, VT 05402

Total Assets

$39.7M

FY 2024

Annual Giving

$5.9M

FY 2024

Grants Made

4

FY 2024

Avg Grant

$1.5M

FY 2024

Grant Range

$1.4M–$1.6M

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$2.0M

Total Expenses

$6.2M

Qualifying Distributions

$5.9M

Distributable Amount

$2.1M

Min. Investment Return

$2.1M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $1.4M through median $1.4M to maximum $1.6M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $6.9M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

12 grants

FIDELITY CHARITABLE GIFT FUND
$6.9M
4 grants
VANGUARD CHARITABLE
$4.9M
4 grants
NATIONAL PHILANTHROPIC TRUST
$2.4M
2 grants
THE BOSTON FOUNDATION
$2.4M
2 grants

Grant Size Distribution

12 grants

<$10K
$10–50K
$50–250K
1
grants
$250K–1M
1
grants
$1–5M
10
grants
$5M+

Geographic Focus

3 states

Massachusetts
$7.3M
44% of total
Ohio
$6.9M
42% of total
Pennsylvania
$2.4M
15% of total

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GENERATION FUND INC — Grants, Financials & Contact | Grantivo