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Mckenzie Fam Charitable Trust is a private trust based in PUTNEY, VT. The foundation received its IRS ruling in 1993. The principal officer is Danser Balaam & Frank. It holds total assets of $26.7M. Annual income is reported at $2.1M. Total assets have grown from $11.3M in 2011 to $25.8M in 2023. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Vermont and Massachusetts. According to available records, Mckenzie Fam Charitable Trust has made 91 grants totaling $3.6M, with a median grant of $15K. The foundation has distributed between $799K and $954K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $954K distributed across 24 grants. Individual grants have ranged from $5K to $200K, with an average award of $39K. The foundation has supported 29 unique organizations. The foundation primarily supports organizations in Massachusetts, Vermont, New Hampshire, which account for 89% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$15K
Average Grant
$40K
Largest Grant
$165K
Based on 24 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Mckenzie Fam Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 91 grants. Its grantmaking reaches organizations primarily in MA, VT, NH.
Mckenzie Fam Charitable Trust has distributed a total of $3.6M across 91 grants. The median grant size is $15K, with an average of $39K. Individual grants have ranged from $5K to $200K.
Mckenzie Fam Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Mckenzie Fam Charitable Trust is headquartered in PUTNEY, VT. While based in VT, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Torin Koester | MANAGING TRUSTEE | $220K | $0 | $220K |
| J Michael Mckenzie | TRUSTEE | $0 | $0 | N/A |
Total Giving
$1.2M
Total Assets
$25.8M
Fair Market Value
$25.8M
Net Worth
$25.8M
Grants Paid
$949K
Contributions
$3.2M
Net Investment Income
$3.7M
Distribution Amount
$1.1M
Total: $22.4M
Total Grants
91
Total Giving
$3.6M
Average Grant
$39K
Median Grant
$15K
Unique Recipients
29
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| President & Fellows Of Harvard CollegePROGRAM SUPPORT | Cambridge, MA | $190K | 2023 |
| Harvard Medical School (Basic Science Partnership)PROGRAM SUPPORT | Cambridge, MA | $126K | 2023 |
| Yellow BarnPROGRAM SUPPORT | Putney, VT | $116K | 2023 |
| Epiphany SchoolPROGRAM SUPPORT | Dorchester, MA | $75K | 2023 |
| Vermont Jazz CenterPROGRAM SUPPORT | Brattleboro, VT | $70K | 2023 |
| Brigham & Women'S HospitalPROGRAM SUPPORT | Boston, MA | $60K | 2023 |
| A Far CryPROGRAM SUPPORT | Boston, MA | $55K | 2023 |
| Boys & Girls Clubs Of BrattleboroPROGRAM SUPPORT | Brattleboro, VT | $40K | 2023 |
| Sandglass TheaterPROGRAM SUPPORT | Putney, VT | $30K | 2023 |
| Charles River ConservancyPROGRAM SUPPORT | Cambridge, MA | $25K | 2023 |
| Brattleboro Music CenterPROGRAM SUPPORT | Brattleboro, VT | $18K | 2023 |
| Putney FoodshelfPROGRAM SUPPORT | Putney, VT | $15K | 2023 |
| Putney Community CaresPROGRAM SUPPORT | Putney, VT | $15K | 2023 |
| Boston Philharmonic OrchestraPROGRAM SUPPORT | Boston, MA | $15K | 2023 |
| Retreat FarmPROGRAM SUPPORT | Brattleboro, VT | $15K | 2023 |
| Sarasa IncPROGRAM SUPPORT | Cambridge, MA | $10K | 2023 |
| Brattleboro Museum & Art CenterPROGRAM SUPPORT | Brattleboro, VT | $10K | 2023 |
| Food ConnectsPROGRAM SUPPORT | Brattleboro, VT | $10K | 2023 |
| Windham County Humane SocietyPROGRAM SUPPORT | Brattleboro, VT | $10K | 2023 |
| Elijah'S Promise IncPROGRAM SUPPORT | New Brunswick, NJ | $10K | 2023 |
| Next Stage Arts ProjectPROGRAM SUPPORT | Putney, VT | $10K | 2023 |
| Ashuelot ConcertsPROGRAM SUPPORT | Keene, NH | $10K | 2023 |
| Putney Public LibraryPROGRAM SUPPORT | Putney, VT | $10K | 2023 |
| Fractured AtlasPROGRAM SUPPORT | Hartsdale, NY | $5K | 2023 |
CRAFTSBURY CM, VT
STOWE, VT
MARLBORO, VT