McKenzie Family Foundation
McKenzie Family Foundation is a private foundation, based in Kearney, NE. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $376K in total assets. In 2025, it awarded 3 grants totaling $39K. Net investment income was $43K.
McKenzie Family Foundation at a glance
In short: McKenzie Family Foundation gave $39K across 3 grants in 2025 (avg $13K), mostly in Kansas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $38,600
- -33.4% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $12,867
- -55.6% vs 2024
- Median grant
- $13,600
- Total assets
- $376,295
- +0.7% vs 2024
- Primary geography
- Kansas (52% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who McKenzie Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Benedictine College ($20K). Together the top 3 received $39K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How McKenzie Family Foundation gives
- Giving grew 31% from 2022 to 2025. Method
- In 2025 it paid out 154% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $11K (2021) to $58K (2024). In 2025 it made 3 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Benedictine College Atchison, KS | Charitable | $20,000 |
| Prince of Peace Catholic Church Kearney, NE | Charitable | $13,600 |
| Saint Cecilla Cathedral Omaha, NE | Charitable | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $376,295 | $43,344 | $40,769 | $38,600 | 3 | $38,600 | $43,344 | $25,074 |
| 2024 | $373,720 | $46,032 | $61,785 | $57,988 | 2 | $57,988 | $31,754 | $24,391 |
| 2023 | $389,473 | $15,556 | $25,000 | $25,000 | 1 | $25,000 | $12,268 | $3,847 |
| 2022 | $440,707 | $31,366 | $30,878 | $29,360 | 1 | $29,360 | $31,032 | $30,415 |
| 2021 | $440,219 | $23,986 | $12,349 | $11,000 | 2 | — | $23,986 | $29,127 |
| 2020 | $428,582 | $19,152 | $1,450 | — | — | — | $17,702 | $23,793 |
| 2019 | $410,880 | $29,103 | $51,113 | $50,000 | 2 | — | $27,990 | $23,201 |
Under IRS private-foundation payout rules, McKenzie Family Foundation reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
McKenzie Family Foundation is led by James A. McKenzie, President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
James A. McKenzie
President
On filings since 2019
1 hr/week
No compensation reported
Molly McKenzie Trettel
Director
On filings since 2019
1 hr/week
No compensation reported
Bridget McKenzie Sharp
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Kathleen J. McKenzie
Vice President
On filings since 2019
1 hr/week
No compensation reported
Kevin J. McKenzie
Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 McKenzie Family Foundation
How much does McKenzie Family Foundation give each year?
McKenzie Family Foundation gave $39K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 2 grants.
What is McKenzie Family Foundation's typical grant size?
McKenzie Family Foundation's median grant in 2025 was $13,600, and its average grant was $12,867, across 3 grants on its 2025 IRS Form 990-PF.
Where does McKenzie Family Foundation give grants?
McKenzie Family Foundation gives mostly in Kansas: 52% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Nebraska (48%).
Does McKenzie Family Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on McKenzie Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (3 grants).
How large is McKenzie Family Foundation?
McKenzie Family Foundation reported $376K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets).
What is McKenzie Family Foundation's EIN?
McKenzie Family Foundation's EIN (Employer Identification Number) is 47-0661557. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 31, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 17, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 23, 2024)
- IRS filings on file for fiscal years 2019–2025
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