The Mackenzie Foundation Inc Co Poole & Associates CPA LLC
The Mackenzie Foundation Inc Co Poole & Associates CPA LLC is a private foundation, based in Fredericksburg, VA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $275K in total assets. In 2024, it awarded 1 grant totaling $18K. Net investment income was $10K.
Key facts about The Mackenzie Foundation Inc Co Poole & Associates CPA LLC
In short: The Mackenzie Foundation Inc Co Poole & Associates CPA LLC gave $18K across 1 grant in 2024 (avg $18K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- EIN
- 31-1647069
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $17,500
- Grants made (2024)
- 1
- Average grant
- $17,500
- Median grant
- $17,500
- Total assets
- $274,568
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$275K
-4.8% YoY
Annual Giving
$18K
+23.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$18K
+23.0% YoY
Under IRS private-foundation payout rules, The Mackenzie Foundation Inc Co Poole & Associates CPA LLC reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
How The Mackenzie Foundation Inc Co Poole & Associates CPA LLC gives
- Giving grew 75% from 2021 to 2024. Method
- In 2024 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with The Mackenzie Foundation Inc Co Poole & Associates CPA LLC?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $10K (2021) to $25K (2022). In 2024 it made 1 grant totaling $18K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $17,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $274,568 | $288,412 | $309,724 |
| Revenue | $9,563 | $4,088 | $235,324 |
| Expenses | $23,407 | $25,400 | $32,417 |
| Qualifying Distributions | $17,500 | $14,232 | $25,000 |
| Net Investment Income | $9,563 | $8,460 | $216,473 |
| Distributable Amount | $21,533 | $18,810 | $17,066 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 15, 2025)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
The Mackenzie Foundation Inc Co Poole & Associates CPA LLC is led by Eugenia C. Mackenzie Barry, President & Boardchair on every filing since 2019; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Eugenia C. Mackenzie Barry
President & Boardchair
On filings since 2019
No compensation reported
John Mackenzie
Brd of Director
On filings since 2019
No compensation reported
Anne Poulson
Brd of Director
On filings since 2022
No compensation reported
Anna Blair Poulson
Brd of Director
On filings since 2023
No compensation reported
Timothy B. Brookshire
Secretary & Treasurer
On filings since 2019
No compensation reported
Former officers (2)
- Former: Harry Wright (2019–2021) — Brd of Director
- Former: Richard J. M. Poulson (2019) — Brd of Director
Data from IRS Form 990 filings, 2019–2024. "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 The Mackenzie Foundation Inc Co Poole & Associates CPA LLC
How much does The Mackenzie Foundation Inc Co Poole & Associates CPA LLC give each year?
The Mackenzie Foundation Inc Co Poole & Associates CPA LLC gave $18K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $14K across 1 grant.
How large is The Mackenzie Foundation Inc Co Poole & Associates CPA LLC?
The Mackenzie Foundation Inc Co Poole & Associates CPA LLC reported $275K in total assets on its 2024 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Mackenzie Foundation Inc Co Poole & Associates CPA LLC operate?
The Mackenzie Foundation Inc Co Poole & Associates CPA LLC has awarded grants in Georgia, North Carolina, New York, South Carolina.
What is The Mackenzie Foundation Inc Co Poole & Associates CPA LLC's EIN?
The Mackenzie Foundation Inc Co Poole & Associates CPA LLC's EIN (Employer Identification Number) is 31-1647069. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Mackenzie Foundation Inc Co Poole & Associates CPA LLC by hand.
Explore Open Grants
Browse active grant opportunities in The Mackenzie Foundation Inc Co Poole & Associates CPA LLC's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Virginia
Prisma Health-Upstate
Greenville, SC
Inspire health. Serve with compassion. Be the difference.
Assets
$1.4B
Grants
2
Total Given
$757K
Honoring Neighbors Foundation
Wilmington, DE
Assets
$818K
Grants
8
Total Given
$36K
Scansource Charitable Foundation
Greenville, SC
The foundation funds services for underrepresented children, PreK–12 education, and community-based family support, including children’s basic needs, family well-being, and education or workforce programs. Grants typically have a median of $3,750, though 2025 awards ranged from $150 to $50,000, for organizations serving communities in its listed U.S. footprint. It accepts online applications from eligible 501(c)(3) organizations; the application window is March 1–September 30.
Assets
$4.9M
Grants
71
Total Given
$374K
Element Solutions Foundation Inc
Miami Beach, FL
The foundation supports environmental conservation and protection, youth and family services, education, and community programs, with 2025 grants ranging from $336 to $131,233 and a median of $5,000. Its grants include organizations in Florida, Connecticut, North Carolina, and elsewhere. It gives only to preselected charities and does not accept unsolicited requests.
Assets
$3.5M
Grants
68
Total Given
$779K
Reynolds American Foundation
Winston-Salem, NC
Assets
$56.0M
Grants
280
Total Given
$3.5M
The Brotherton Foundation
Easley, SC
The Brotherton Foundation supports charitable organizations working in community services, education, health, and the arts, primarily in South Carolina, with some giving in Tennessee. Its 2024 grants ranged from $1,000 to $50,000, with a median of $10,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$3.1M
Grants
14
Total Given
$227K
Furman University
Greenville, SC
Furman University’s grants support education-related priorities and community organizations, often through sponsorships, with awards ranging from $6,650 to $78,000 and a median of about $12,200 in 2025. Most funding went to South Carolina recipients, with smaller amounts in Washington, D.C., and Georgia. It does not state whether it accepts unsolicited requests from outside organizations.
Assets
$1.4B
Grants
12
Total Given
$307K
United Way of Greenville County Incorporated
Greenville, SC
United Way of Greenville County funds multi-year grants to organizations addressing poverty through affordable housing, childcare, postsecondary education and job credentials, and transportation. Its 2024 grants ranged from $5,118 to $252,389, with a median of $35,000; funding focuses on organizations serving Greenville County, South Carolina. The current grant cycle is closed, and the next is expected in 2026; the profile does not state whether unsolicited requests are accepted.
Assets
$25.6M
Grants
93
Total Given
$4.5M
Blanche & Irving Laurie Foundation
Roseland, NJ
The foundation primarily supports performing arts and arts education, with some grants for higher education, medical philanthropy, and family services. Its 2025 grants ranged from $500 to $269,000, with a median of $20,000; most funding went to New Jersey and New York organizations. A 2023 filing says it does not limit giving to preselected organizations and asks applicants to submit a formal application.
Assets
$18.0M
Grants
94
Total Given
$3.7M
South Carolina Christian Foundation
Spartanburg, SC
The foundation funds Christian ministries, churches, and quality-of-life organizations, with particular attention through its Community Trust Grants to Christian nonprofits in five South Carolina counties. Its 2024 grants had a median of $15,000, though awards varied widely; most grant dollars went to South Carolina, with additional funding in other states. Community Trust applicants must submit a Ministry Introduction Form and be invited to apply; the profile does not state whether other requests are unsolicited.
Assets
$45.4M
Grants
285
Total Given
$11.6M
The Frances Pilling
Atlanta, GA
The Atlanta-based foundation supports operating costs for a range of charitable organizations, including children’s health, food assistance, community services, and the arts. Its 2025 grants ranged from $1,000 to $80,000, with a median of $6,000, and most funding went to Georgia, with some grants in Kentucky and South Carolina. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.0M
Grants
11
Total Given
$143K
Jack Kent Cooke Foundation
Lansdowne, VA
The Jack Kent Cooke Foundation funds education programs that help exceptionally promising students with financial need, including college access, academic enrichment, and support for talented students. Its 2025 grants ranged from $6 to $515,000, with a median of $7,702; it funds across the United States, with most grant dollars going to Virginia. It does not restrict giving to preselected organizations and directs applicants to its website for current application instructions and eligibility.
Assets
$940.1M
Grants
1,419
Total Given
$25.1M
More Funders in Virginia
The Mackenzie Foundation Inc Co Poole & Associates CPA LLC down — hundreds of funders to go?