McKenzie Family Charitable Trust

Foundation · Grantmaker Putney, VT EIN: 22-6596096 Website

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.

Key facts about McKenzie Family Charitable Trust

EIN: 22-6596096
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $1,030,723
Grants made (2025): 23
Average grant: $44,814
Median grant: $22,500
New grantees (estimate): 4% first-time grantees (1 of 23, 2025)
Primary geography: Vermont (52% of itemized 2025 grant dollars)
Accepts unsolicited proposals: No
How to apply: The McKenzie Family Charitable Trust does not accept unsolicited grant proposals. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who McKenzie Family Charitable Trust funds

By grant dollars, the top recipient states for McKenzie Family Charitable Trust's 23 itemized 2025 grants were Vermont (52%) and Massachusetts (45%). The most frequent recipient cities were Brattleboro, VT (8 grants), Putney, VT (6 grants), Cambridge, MA (4 grants) and Boston, MA (2 grants). None of its 23 grants with a stated purpose were described as general or operating support. Recurring purposes include "Program Support" (23 grants).

Is McKenzie Family Charitable Trust open to new grantees?

first-time grantees, 2025

In 2025, 1 of 23 grantees (4%) were first-time recipients. First grants averaged $10K; repeat grants $46K. How we count

Medians: $10K first-time, $24K repeat.

96% of 2025 grantees were also funded in 2024. Method
Giving held roughly steady from 2022 to 2025 (+8%). Method

Estimate from itemized IRS Form 990-PF grant lists (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with McKenzie Family Charitable Trust

How to evaluate McKenzie Family Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$1.0M

+8.1% YoY

Grant Count

-8.0% YoY

Avg Grant Size

$45K

+17.5% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

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

Vermont $533K (52%)

Massachusetts $468K (45%)

New Jersey $20K (2%)

New Hampshire $10K (1%)

Share of all 23 itemized 2025 grant dollars.

States

Massachusetts New Hampshire New Jersey New York Vermont

Cities

BrattleboroPutneyBostonCambridgeDorchesterNew BrunswickHartsdaleKeeneMarlowBronxBrooklynNew York

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	—	—	—
Revenue	—	—	—
Expenses	—	—	—
Qualifying Distributions	—	—	—
Net Investment Income	—	—	—
Distributable Amount	—	—	—

Data update history

When this profile's IRS filing data changed on Grantable

September 24, 2026 IRS filings on file for fiscal years 2019–2025

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 2025

Grant Size Distribution

120 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Yellow Barn ($205,000), President & Fellows of Harvard College ($155,000), Harvard Medical School (Basic Science Partnership) ($153,223).

Recipient	Purpose	Amount
YELLOW BARN Putney, VT	PROGRAM SUPPORT	$205,000
PRESIDENT & FELLOWS OF HARVARD COLLEGE Cambridge, MA	PROGRAM SUPPORT	$155,000
HARVARD MEDICAL SCHOOL (BASIC SCIENCE PARTNERSHIP) Cambridge, MA	PROGRAM SUPPORT	$153,223
VERMONT JAZZ CENTER Brattleboro, VT	PROGRAM SUPPORT	$70,000
BRIGHAM & WOMEN'S HOSPITAL Boston, MA	PROGRAM SUPPORT	$60,000
EPIPHANY SCHOOL Dorchester, MA	PROGRAM SUPPORT	$50,000
BOYS & GIRLS CLUBS OF BRATTLEBORO Brattleboro, VT	PROGRAM SUPPORT	$40,000
PUTNEY COMMUNITY CARES Putney, VT	PROGRAM SUPPORT	$40,000
SANDGLASS THEATER Putney, VT	PROGRAM SUPPORT	$40,000
PUTNEY FOODSHELF Putney, VT	PROGRAM SUPPORT	$30,000

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 2025 IRS filing

Name	Title	Hours	Compensation
J Michael McKenzie	Trustee	1	—
Torin Koester	Managing Trustee	40	$267,053

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?

The McKenzie Family Charitable Trust does not accept unsolicited grant proposals. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does McKenzie Family Charitable Trust make grants?

What size grants does McKenzie Family Charitable Trust award?

In 2025, McKenzie Family Charitable Trust awarded 23 grants totaling $1.0M — an average of about $45K per grant, based on its IRS Form 990 filings.

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 2019–2025.