Tr Uw Charlotte H Mackenzie
Tr Uw Charlotte H Mackenzie is a private foundation focused on Education, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $675K in total assets. In 2025, it awarded 1 grant totaling $35K. Net investment income was $88K.
Tr Uw Charlotte H Mackenzie at a glance
In short: Tr Uw Charlotte H Mackenzie gave $35K across 1 grant in 2025 (avg $35K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,400
- +12.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $35,400
- +12.4% vs 2024
- Median grant
- $35,400
- Total assets
- $675,410
- +7.3% vs 2024
- Primary geography
- Ohio (100% 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 Tr Uw Charlotte H Mackenzie funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Cincinnati Foundation ($35K).
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 2025 grant dollars on its one itemized grant.
States
Cities
How Tr Uw Charlotte H Mackenzie gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 111% 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 2020 to 2025, annual grant giving ranged from $31K (2023) to $61K (2020). In 2025 it made 1 grant totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Cincinnati Foundation Cincinnati, OH | Annual Fund | $35,400 |
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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 | $675,410 | $97,702 | $51,505 | $35,400 | 1 | $40,838 | $88,292 | $36,697 |
| 2024 | $629,235 | $70,845 | $44,312 | $31,500 | 1 | $33,971 | $61,115 | $35,283 |
| 2023 | $602,657 | $38,041 | $42,171 | $31,000 | 1 | $33,288 | $28,721 | $32,158 |
| 2022 | $606,881 | $20,790 | $50,529 | $35,000 | 1 | $38,871 | $10,280 | $34,057 |
| 2021 | $636,704 | $63,913 | $45,599 | $33,000 | 1 | $33,788 | $52,057 | $37,234 |
| 2020 | $618,268 | $26,239 | $73,651 | $60,619 | 1 | — | $16,075 | $32,259 |
| 2019 | $665,959 | $69,727 | $11,565 | — | — | — | $58,696 | $32,206 |
Under IRS private-foundation payout rules, Tr Uw Charlotte H Mackenzie reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw Charlotte H Mackenzie's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$9K (2020) → $11K (2025)
Former officers (1)
- Former: Fifth Third Bank (2019) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Tr Uw Charlotte H Mackenzie
How much does Tr Uw Charlotte H Mackenzie give each year?
Tr Uw Charlotte H Mackenzie gave $35K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 1 grant.
How large is Tr Uw Charlotte H Mackenzie?
Tr Uw Charlotte H Mackenzie reported $675K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).
What is Tr Uw Charlotte H Mackenzie?
Tr Uw Charlotte H Mackenzie is a private foundation focused on Education, based in Cincinnati, OH. It holds $675K in total assets as of 2025.
Where does Tr Uw Charlotte H Mackenzie operate?
Tr Uw Charlotte H Mackenzie has awarded grants in Ohio.
What is Tr Uw Charlotte H Mackenzie's EIN?
Tr Uw Charlotte H Mackenzie's EIN (Employer Identification Number) is 31-6019712. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 16, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
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