McKenzie Family Foundation

Private foundation · Grantmaker Kearney, NE EIN: 47-0661557

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.

Key facts about McKenzie Family Foundation

In short: McKenzie Family Foundation gave $39K across 3 grants in 2025 (avg $13K), mostly in Kansas. Source: 2025 IRS Form 990-PF.

EIN
47-0661557
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$38,600
Grants made (2025)
3
Average grant
$12,867
Median grant
$13,600
Total assets
$376,295
Primary geography
Kansas (52% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$376K

+0.7% YoY

Annual Giving

$39K

-33.4% YoY

Grant Count

3

+50.0% YoY

Avg Grant Size

$13K

-55.6% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 3 itemized 2025 grant dollars.

Cities

KearneyAtchisonOmaha

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants20190 grants20202 grants20211 grants20221 grants20232 grants20243 grants2025

From 2019 to 2025, annual grant giving ranged from $11K (2021) to $58K (2024). In 2025 it made 3 grants totaling $39K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Benedictine College: $20KBenedictine College$20KPrince of Peace Catholic Church: $14KPrince of Peace CatholicChurch$14KSaint Cecilla Cathedral: $5KSaint Cecilla Cathedral$5K

The largest 2025 recipient was Benedictine College ($20K). Together the top 3 received $39K.

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Benedictine College Atchison, KSCharitable$20,000
Prince of Peace Catholic Church Kearney, NECharitable$13,600
Saint Cecilla Cathedral Omaha, NECharitable$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019202020212022202320242025
Metric202520242023
Total Assets$376,295$373,720$389,473
Revenue$43,344$46,032$15,556
Expenses$40,769$61,785$25,000
Qualifying Distributions$38,600$57,988$25,000
Net Investment Income$43,344$31,754$12,268
Distributable Amount$25,074$24,391$3,847

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS January 31, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 8, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 17, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 23, 2024)
  8. IRS filings on file for fiscal years 2019–2025

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.

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