Tr Uw Charlotte H Mackenzie

CINCINNATI, OH EIN: 31-6019712

Tr Uw Charlotte H Mackenzie is a private foundation focused on Education, based in CINCINNATI, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $629K in total assets. In 2024, it awarded 1 grants totaling $32K. Net investment income was $61K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$629K

+4.4% YoY

Annual Giving

$32K

+1.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$32K

+1.6% YoY

Under IRS private-foundation payout rules, Tr Uw Charlotte H Mackenzie reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Uw Charlotte H Mackenzie

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $191K (100%)

States

Ohio

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$629,235	$602,657	$606,881
Revenue	$70,845	$38,041	$20,790
Expenses	$44,312	$42,171	$50,529
Qualifying Distributions	$33,971	$33,288	$38,871
Net Investment Income	$61,115	$28,721	$10,280
Distributable Amount	$35,283	$32,158	$34,057

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Cincinnati Foundation ($31,500).

Recipient	Purpose	Amount
UNIVERSITY OF CINCINNATI FOUNDATION CINCINNATI, OH	ANNUAL FUND	$31,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIFTH THIRD BANK N A	TRUSTEE	1	$10,240

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

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 $629K in total assets as of 2024.

How large is Tr Uw Charlotte H Mackenzie?

As of 2024, Tr Uw Charlotte H Mackenzie holds $629K in total assets with $71K in annual revenue. It awarded 1 grants totaling $32K in 2024.

Where does Tr Uw Charlotte H Mackenzie operate?

Tr Uw Charlotte H Mackenzie has awarded grants in Ohio.

What size grants does Tr Uw Charlotte H Mackenzie award?

In 2024, Tr Uw Charlotte H Mackenzie awarded 1 grants totaling $32K — an average of about $32K per grant, based on its IRS Form 990 filings.

How much is Tr Uw Charlotte H Mackenzie required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw Charlotte H Mackenzie reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.