James H McKenzie Charitable Foundation
James H McKenzie Charitable Foundation is a private foundation, based in Hot Springs, AR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $138K in total assets. In 2025, it awarded 2 grants totaling $7K.
Key facts about James H McKenzie Charitable Foundation
In short: James H McKenzie Charitable Foundation gave $7K across 2 grants in 2025 (avg $4K), mostly in Arkansas. Source: 2025 IRS Form 990-PF.
- EIN
- 94-3426736
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $7,000
- Grants made (2025)
- 2
- Average grant
- $3,500
- Median grant
- $3,500
- Total assets
- $138,217
- Primary geography
- Arkansas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$138K
-3.8% YoY
Annual Giving
$7K
+21.7% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$4K
+143.5% YoY
Under IRS private-foundation payout rules, James H McKenzie Charitable Foundation reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
How James H McKenzie Charitable Foundation gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $4K (2021) to $7K (2025). In 2025 it made 2 grants totaling $7K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was University of Arkansas Law School ($6K). Together the top 2 received $7K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Arkansas Law School Fayetteville, AR | Scholarship | $5,500 |
| Southern Arkansas University Magnolia, AR | Scholarship | $1,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $138,217 | $143,715 | $142,317 |
| Revenue | $2,538 | $7,877 | $15,231 |
| Expenses | $8,036 | $6,306 | $6,533 |
| Qualifying Distributions | $7,000 | $5,750 | $6,500 |
| Net Investment Income | — | $2,641 | $1,621 |
| Distributable Amount | $7,611 | $7,184 | $6,180 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 20, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
Leadership & Key People
Officers and directors from IRS filings
James H McKenzie Charitable Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Betty Formby
Director
On filings since 2020
No compensation reported
Kris Raub
Director
On filings since 2020
No compensation reported
Miki Morrow
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about James H McKenzie Charitable Foundation
How much does James H McKenzie Charitable Foundation give each year?
James H McKenzie Charitable Foundation gave $7K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 4 grants.
How large is James H McKenzie Charitable Foundation?
James H McKenzie Charitable Foundation reported $138K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does James H McKenzie Charitable Foundation operate?
James H McKenzie Charitable Foundation has awarded grants in Arkansas.
What is James H McKenzie Charitable Foundation's EIN?
James H McKenzie Charitable Foundation's EIN (Employer Identification Number) is 94-3426736. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching James H McKenzie Charitable Foundation by hand.
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