Mckenzie Family Charitable Trust
The McKenzie Family Charitable Trust is a 501(c)(3) private foundation incorporated in Vermont in 1993. Based in Putney, Vermont, the Trust operates as a grantmaking foundation with a focus on educational organizations and cultural institutions.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$26.7M
+3.7% YoY
Annual Giving
$954K
+0.5% YoY
Grant Count
25
+4.2% YoY
Avg Grant Size
$38K
-3.5% YoY
Mission & Focus Areas
The Trust gives grants to educational organizations. Its funding priorities include support for:
- Chamber music education and performance
- Jazz education and performance
- Independent day schools
- Medical education and professional development
- Theater and performing arts
- Youth arts training and education
- Public libraries
- Youth services and community programs
Grantmaking
The McKenzie Family Charitable Trust does not accept unsolicited grant proposals.
How to Apply
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Geographic Focus
Where this funder awards grants
The Trust primarily funds organizations in Vermont and New England, with a particular concentration in the Putney, Vermont area and surrounding communities. Grantees are also located in Massachusetts and other New England states.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024:
- Total Assets: $26,705,341
- Total Revenue: $794,162
- Total Expenses: $1,282,645
- Net Income: -$488,483
- Total Liabilities: $0
Revenue Composition (2024):
- Investment income and dividends: $647,948
- Total grants and contributions: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $26,705,341 | $25,751,608 | $22,001,572 |
| Revenue | $794,162 | $5,359,920 | $1,021,967 |
| Expenses | $1,282,645 | $1,198,123 | $1,236,813 |
| Qualifying Distributions | $1,151,894 | $1,118,329 | $1,146,343 |
| Net Investment Income | $1,048,141 | $3,747,693 | $945,997 |
| Distributable Amount | $1,291,754 | $1,080,203 | $1,116,152 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
116 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Torin S. Koester — Managing Trustee (Compensation: $220,016 as of 2024)
John Michael McKenzie — Founder
The Trust operates with one employee.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| J MICHAEL MCKENZIE | TRUSTEE | 1 | — |
| TORIN KOESTER | MANAGING TRUSTEE | 40 | $257,516 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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