· Private foundation
McKenzie Family Charitable Trust
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- $10k–50k17 grants · $338k
- $50k–250k6 grants · $693k
| Recipient | Amount |
|---|---|
| YELLOW BARN | $205,000 |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | $155,000 |
| HARVARD MEDICAL SCHOOL (BASIC SCIENCE PARTNERSHIP) | $153,223 |
| VERMONT JAZZ CENTER | $70,000 |
| BRIGHAM & WOMEN'S HOSPITAL | $60,000 |
| EPIPHANY SCHOOL | $50,000 |
| PUTNEY COMMUNITY CARES | $40,000 |
| BOYS & GIRLS CLUBS OF BRATTLEBORO | $40,000 |
| SANDGLASS THEATER | $40,000 |
| PUTNEY FOODSHELF | $30,000 |
| CHARLES RIVER CONSERVANCY | $25,000 |
| NEXT STAGE ARTS PROJECT | $22,500 |
| PUTNEY PUBLIC LIBRARY | $20,000 |
| ELIJAH'S PROMISE INC | $20,000 |
| RETREAT FARM | $15,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 12%, against an area that typically sits at 12%. 34% of your dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
25 repeat relationships — 21 still active in FY2025, 4 since wound down; 1 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 99% of grant dollars renewed an existing relationship; $10k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- YBYELLOW BARN INC9× · 2017–2025 · $1.3M · revenue +40%
THE EPIPHANY SCHOOL INC9× · 2017–2025 · $680k · revenue +288%- VJVERMONT JAZZ CENTER INC9× · 2017–2025 · $645k · revenue +40%
Funded once
- IGIndividual grant recipientone grant, 2017 · $86k
- OWOPERATION WALK BOSTONBWHone grant, 2017 · $45k
- SCSCIENCE CLUB FOR GIRLS INCgraduatedone grant, 2017 · $40k · revenue +270%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The organization operates america's first permanent period orchestra and chorus which reach local, national, and international audiences through a subscription series, touring engagements, recordings, and broadcasts.
The schools mission is to foster the love and pursuit of music within the community through quality activities that are accessible to all.
Advance the performance, study, appreciation, and enjoyment of chamber music through a program of public concerts, education, seminars, and lecture
To broaden experience, knowledge and enjoyment of every style of new music by embracing the full range of today's compositional activity and giving voice to music that might otherwise not be heard.
Boston center for the arts (bca) is a not-for-profit performing and visual arts campus that supports working artists to create, perform, and exhibit new works; develops new audiences; and connects the arts to the community.
To provide and promote the best in music education in the upper valley region of vt and nh.
As one of New Englands leading visual and performing arts institutions, SVAC's mission is to promote and nurture the arts.
The mission of the barre opera house inc. is to restore, preserve and operate the historic barre opera house as a center for the performing arts serving the entire central vermont community.
The mission of the Bowdoin International Music Festival is to provide gifted young musicians from around the world with an opportunity to study with world-class artists, and to provide audiences with classical music performed to the…
To inspire new generations of musical leaders by enabling artists of diverse ages, nationalities and perspectives to form a nuturing closely knit community devoted to the intensive exploration of chamber music.
Vermont public informs, educates, and entertains through public service journalism and enlightening content rooted in vermont. our storytelling enriches lives and fosters community connection and understanding.
Organization creates musical experiences to inspire change, build community and celebrate difference.
For reference, the grantee most central to the portfolio’s shape is Yellow Barn Inc and the most unlike its peers is Putney Foodshelf Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 29 years old; the field is 17. You back the established end — and your money leans older still.
The field is 20% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 10% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
27 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 27 of the 36 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds President and Fellows of Harvard College ↗
- Who funds YELLOW BARN INC ↗
- Who funds THE EPIPHANY SCHOOL INC ↗
- Who funds VERMONT JAZZ CENTER INC ↗
- Who funds Boys and Girls Club of Brattleboro Inc ↗
- Who funds A FAR CRY INC ↗
- Who funds Boston Philharmonic Orchestra Corporation ↗
- Who funds CHARLES RIVER CONSERVANCY INC ↗
- Who funds SARASA INC ↗
- Who funds NEXT STAGE ARTS PROJECT INC ↗
- Who funds PUTNEY COMMUNITY CARES INC ↗
- Who funds Elijahs Promise Inc ↗
- Who funds PUTNEY FOODSHELF INC ↗
- Who funds FRIENDS OF THE BRATTLEBORO MUSIC CENTER INC ↗
- Who funds FOOD CONNECTS ↗
- Who funds RETREAT FARM LTD ↗
- Who funds KROKA EXPEDITIONS INC ↗
- Who funds WINDHAM COUNTY HUMANE SOCIETY ↗
- Who funds BRATTLEBORO MUSEUM & ART CENTERINC ↗
- Who funds SCIENCE CLUB FOR GIRLS INC ↗
- Who funds ASHUELOT CONCERTS ↗
- Who funds FRACTURED ATLAS INC ↗
- Who funds JACK MUSIC INC JACK QUARTET ↗
- Who funds BRATTLEBORO AREA HOSPICE INC ↗
- Who funds THE GRAMMAR SCHOOL INC ↗
- Who funds SO PERCUSSION INC ↗
- Who funds BRATTLEBORO COMMUNITY TELEVISION INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: The Windham Foundation Inc · Thomas Thompson Trust · The Vermont Community Foundation · Ben & Jerry's Foundation Inc · Vermont Council on the Arts Inc · Agnes M Lindsay Trust · Sorg-Vogt Charitable Foundation Trust 3844 · The Bessemer Giving Fund · Edwin S Webster Foundation · George W Mergens Foundation · Turrell Fund · Rsf Social Finance Inc
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization McKenzie Family Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Retreat Farm Ltd — 25% of income from government
- Food Connects — 15% of income from government
- Sarasa Inc — 14% of income from government
- President and Fellows of Harvard College — 7% of income from government
- The Grammar School Inc — 4% of income from government
- A Far Cry Inc — 1% of income from government
- Elijahs Promise Inc — 1% of income from government
- Boston Philharmonic Orchestra Corporation — 1% of income from government
- Brattleboro Museum & Art Centerinc — 1% of income from government
- Brattleboro Community Television Inc — 0% of income from government
- The Epiphany School Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to McKenzie Family Charitable Trust?
Find your warmest path to McKenzie Family Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.