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
Under IRS private-foundation payout rules, Mckenzie Family Charitable Trust reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Yellow Barn ($210,000), Harvard Medical School (basic Science Partnership) ($148,350), President & Fellows of Harvard College ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ASHUELOT CONCERTS KEENE, NH | PROGRAM SUPPORT | $10,000 |
| BOSTON PHILHARMONIC ORCHESTRA BOSTON, MA | PROGRAM SUPPORT | $15,000 |
| BOYS & GIRLS CLUBS OF BRATTLEBORO BRATTLEBORO, VT | PROGRAM SUPPORT | $40,000 |
| BRATTLEBORO MUSEUM & ART CENTER BRATTLEBORO, VT | PROGRAM SUPPORT | $10,000 |
| BRATTLEBORO MUSIC CENTER BRATTLEBORO, VT | PROGRAM SUPPORT | $10,000 |
| BRIGHAM & WOMEN'S HOSPITAL BOSTON, MA | PROGRAM SUPPORT | $60,000 |
| CHARLES RIVER CONSERVANCY CAMBRIDGE, MA | PROGRAM SUPPORT | $25,000 |
| ELIJAH'S PROMISE INC NEW BRUNSWICK, NJ | PROGRAM SUPPORT | $10,000 |
| EPIPHANY SCHOOL DORCHESTER, MA | PROGRAM SUPPORT | $50,000 |
| FOOD CONNECTS BRATTLEBORO, VT | PROGRAM SUPPORT | $10,000 |
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 |
Frequently Asked Questions
What does Mckenzie Family Charitable Trust fund?
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
How do I apply for a grant from Mckenzie Family Charitable Trust?
**Grant Activity (2024):** • Total grants made: 19 grants totaling $785,500 • Notable recent grants include: • Yellow Barn: $210,000 (Program Support) • Harvard University: $100,000 (Program Support) • Vermont Jazz Center: $70,000 (Program Support) • Putney Community Cares: $15,000 (Program Support) **Application Process:** The McKenzie Family Charitable Trust does not accept unsolicited grant proposals.
Where does Mckenzie Family Charitable Trust make 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.
What size grants does Mckenzie Family Charitable Trust award?
In 2024, Mckenzie Family Charitable Trust awarded 25 grants totaling $954K — an average of about $38K per grant, based on its IRS Form 990 filings.
How much is Mckenzie Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mckenzie Family Charitable Trust reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mckenzie Family Charitable Trust's EIN?
Mckenzie Family Charitable Trust's EIN (Employer Identification Number) is 22-6596096. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Mckenzie Family Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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