Funder DirectoryMCKENZIE FAMILY CHARITABLE TRUST
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Private foundation (trust)EIN 226596096Est. 1993-04

MCKENZIE FAMILY CHARITABLE TRUST

PUTNEY, VT 05346

Total Assets

$26.7M

FY 2024

Annual Giving

$954K

FY 2024

Grants Made

25

FY 2024

Avg Grant

$38K

FY 2024

Grant Range

$5K–$210K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$794K

Total Expenses

$1.3M

Qualifying Distributions

$1.2M

Distributable Amount

$1.3M

Min. Investment Return

$1.3M

Undistributed Income

$1.2M

Payout rate 89%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.89%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

25 grants

Grant sizes from minimum $5K through median $15K to maximum $210K, 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

6 years

Giving over time from 2018 to 2024. Peak $954K in 2022. Hover bars for details.

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

Top Recipients

133 grants

PRESIDENT & FELLOWS OF HARVARD COLLEGE
$1.1M
6 grants
YELLOW BARN
$746K
6 grants
HARVARD MEDICAL SCHOOL (BASIC SCIENCE PARTNERSHIP)
$650K
6 grants
EPIPHANY SCHOOL
$475K
6 grants
VERMONT JAZZ CENTER
$435K
6 grants
BRIGHAM & WOMEN'S HOSPITAL
$330K
6 grants
SANDGLASS THEATER
$263K
6 grants
BOYS & GIRLS CLUBS OF BRATTLEBORO
$180K
6 grants

Grant Size Distribution

133 grants

<$10K
52
grants
$10–50K
47
grants
$50–250K
34
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Massachusetts
$3.0M
56% of total
Vermont
$2.1M
40% of total
New Hampshire
$65K
1% of total
New Jersey
$60K
1% of total
New York
$56K
1% of total

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MCKENZIE FAMILY CHARITABLE TRUST — Grants, Financials & Contact | Grantivo