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.
The Mackenzie Foundation Inc Co Poole & Associates CPA LLC at a glance
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.
- Annual giving (2024)
- $17,500
- +23.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $17,500
- +23.0% vs 2023
- Median grant
- $17,500
- Total assets
- $274,568
- -4.8% vs 2023
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who The Mackenzie Foundation Inc Co Poole & Associates CPA LLC funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $17,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $274,568 | $9,563 | $23,407 | $17,500 | 1 | $17,500 | $9,563 | $21,533 |
| 2023 | $288,412 | $4,088 | $25,400 | $14,232 | 1 | $14,232 | $8,460 | $18,810 |
| 2022 | $309,724 | $235,324 | $32,417 | $25,000 | 1 | $25,000 | $216,473 | $17,066 |
| 2021 | $106,817 | $3,087 | $13,130 | $10,000 | 1 | — | $3,087 | $11,451 |
| 2019 | $126,387 | $8,339 | $14,899 | $11,000 | 1 | — | $8,339 | $9,670 |
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.
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.
Data update history
(6)
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
Live grants for the work The Mackenzie Foundation Inc Co Poole & Associates CPA LLC funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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