James H McKenzie Charitable Foundation

HOT SPRINGS, AR EIN: 94-3426736

James H McKenzie Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOT SPRINGS, AR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $144K in total assets. In 2024, it awarded 4 grants totaling $6K. Net investment income was $3K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$144K

+1.0% YoY

Annual Giving

$6K

-11.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1K

-11.5% YoY

Under IRS private-foundation payout rules, James H McKenzie Charitable Foundation reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About James H McKenzie Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arkansas $26K (100%)

States

Arkansas

Cities

ArkadelphiaBatesvilleFayettevilleHopeJonesboroMagnolia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$143,715	$142,317	$133,621
Revenue	$7,877	$15,231	$11,783
Expenses	$6,306	$6,533	$7,084
Qualifying Distributions	$5,750	$6,500	$6,500
Net Investment Income	$2,641	$1,621	$2,393
Distributable Amount	$7,184	$6,180	$5,835

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Arkansas Law School ($2,000), Southern Arkansas University ($1,500), Ouachita Baptist University ($1,500).

Recipient	Purpose	Amount
University of Arkansas Law School Fayetteville, AR	Scholarship	$2,000
Southern Arkansas University Magnolia, AR	Scholarship	$1,500
Ouachita Baptist University Arkadelphia, AR	Scholarship	$1,500
Southern Arkansas University Magnolia, AR	Scholarship	$750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Betty Formby	Director	—	—
Kris Raub	Director	—	—
Miki Morrow	Director	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is James H McKenzie Charitable Foundation?

James H McKenzie Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOT SPRINGS, AR. It holds $144K in total assets as of 2024.

How large is James H McKenzie Charitable Foundation?

As of 2024, James H McKenzie Charitable Foundation holds $144K in total assets with $8K in annual revenue. It awarded 4 grants totaling $6K in 2024.

Where does James H McKenzie Charitable Foundation operate?

James H McKenzie Charitable Foundation has awarded grants in Arkansas.

What size grants does James H McKenzie Charitable Foundation award?

In 2024, James H McKenzie Charitable Foundation awarded 4 grants totaling $6K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is James H McKenzie Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James H McKenzie Charitable Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.