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McKenzie Family Charitable Trust at a glance

· 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.

$1.0M
Granted FY2025still arriving
23
Grants FY2025still arriving
4
States reached
$205k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$3.1MEducation$2.2MHealth$1.4MFood & Nutrition$330kYouth Development$300kEnvironment$180kHuman Services$105kAnimals$50kOther$0
02FY2025 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k17 grants · $338k
  • $50k–250k6 grants · $693k
$22,500
Median grant
4
States reached
$30M
Total assets
Largest grants
RecipientAmount
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
SANDGLASS THEATER$40,000
PUTNEY COMMUNITY CARES$40,000
BOYS & GIRLS CLUBS OF BRATTLEBORO$40,000
PUTNEY FOODSHELF$30,000
CHARLES RIVER CONSERVANCY$25,000
NEXT STAGE ARTS PROJECT$22,500
ELIJAH'S PROMISE INC$20,000
PUTNEY PUBLIC LIBRARY$20,000
SARASA INC$15,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 12%, against an area that typically sits at 12%. 34% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 12%HARVARD MEDICAL SCHOOL (BASIC SCIENCE PARTNERSHIP): $112k → 16%YELLOW BARN: $230k → 11%HARVARD MEDICAL SCHOOL (BASIC SCIENCE PARTNERSHIP): $106k → 16%YELLOW BARN: $210k → 11%HARVARD MEDICAL SCHOOL (BASIC SCIENCE PARTNERSHIP): $104k → 16%YELLOW BARN: $205k → 11%HARVARD MEDICAL SCHOOL (BASIC SCIENCE PARTNERSHIP): $100k → 16%YELLOW BARN: $140k → 11%BASIC SCIENCE PARTNERSHIP: $86k → 16%YELLOW BARN: $116k → 11%HARVARD MEDICAL SCHOOL (BASIC SCIENCE PARTNERSHIP): $59k → 16%YELLOW BARN: $110k → 11%PRESIDENT & FELLOWS OF HARVARD COLLEGE: $200k → 8%YELLOW BARN: $106k → 11%PRESIDENT & FELLOWS OF HARVARD COLLEGE: $100k → 8%YELLOW BARN: $100k → 11%PRESIDENT & FELLOWS OF HARVARD COLLEGE: $100k → 8%SANDGLASS THEATER: $86k → 11%YELLOW BARN: $70k → 11%SANDGLASS THEATER: $55k → 11%BRIGHAM & WOMEN'S HOSPITAL: $60k → 16%BRIGHAM & WOMEN'S HOSPITAL: $60k → 16%BRIGHAM & WOMEN'S HOSPITAL: $60k → 16%BRIGHAM & WOMEN'S HOSPITAL: $60k → 16%BRIGHAM & WOMEN'S HOSPITAL: $50k → 16%BRIGHAM & WOMEN'S HOSPITAL: $50k → 16%BRIGHAM & WOMEN'S HOSPITAL: $50k → 16%BRIGHAM & WOMEN'S HOSPITAL: $50k → 16%BRIGHAM & WOMEN'S HOSPITAL: $50k → 16%A FAR CRY: $55k → 16%EPIPHANY SCHOOL: $100k → 16%EPIPHANY SCHOOL: $100k → 16%EPIPHANY SCHOOL: $100k → 16%EPIPHANY SCHOOL: $100k → 16%EPIPHANY SCHOOL: $75k → 16%EPIPHANY SCHOOL: $55k → 16%EPIPHANY SCHOOL: $50k → 16%EPIPHANY SCHOOL: $50k → 16%EPIPHANY SCHOOL: $50k → 16%VERMONT JAZZ CENTER: $85k → 11%VERMONT JAZZ CENTER: $70k → 11%VERMONT JAZZ CENTER: $70k → 11%VERMONT JAZZ CENTER: $70k → 11%VERMONT JAZZ CENTER: $70k → 11%VERMONT JAZZ CENTER: $70k → 11%VERMONT JAZZ CENTER: $70k → 11%VERMONT JAZZ CENTER: $70k → 11%VERMONT JAZZ CENTER: $70k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$6.2M · 25 repeat orgs$253k to everyone else

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

Re-uppedFunded once

Organizations

25
9

Total granted

$6.2M
$243k

Median revenue growth · since first grant

+54%
+55%

Still filing today

84%
56%

New vs renewed · share of each year

In FY2025, 99% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Arts & CultureFood & NutritionEducationYouth DevelopmentEnvironmentAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • THE EPIPHANY SCHOOL INC
    9× · 2017–2025 · $680k · revenue +288%
  • VJ
    VERMONT JAZZ CENTER INC
    9× · 2017–2025 · $645k · revenue +40%
  • BA
    Boys and Girls Club of Brattleboro Inc
    9× · 2017–2025 · $260k · revenue +96%

Funded once

  • IG
    Individual grant recipient
    one grant, 2017 · $86k
  • OW
    OPERATION WALK BOSTONBWH
    one grant, 2017 · $45k
  • SC
    SCIENCE CLUB FOR GIRLS INCgraduated
    one grant, 2017 · $40k · revenue +270%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Boston Baroque Inc

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.

Arts & Culture
2
Northampton Community Music Center Inc

The schools mission is to foster the love and pursuit of music within the community through quality activities that are accessible to all.

Education
3
Boston Chamber Music Society Inc

Advance the performance, study, appreciation, and enjoyment of chamber music through a program of public concerts, education, seminars, and lecture

Arts & Culture
4
Boston Musica Viva Inc

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.

—
5
Boston Center for the Arts Inc

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.

Arts & Culture
6
Upper Valley Music Center Inc

To provide and promote the best in music education in the upper valley region of vt and nh.

Arts & Culture
7
Southern Vermont Arts Center Inc Po Box 617

As one of New Englands leading visual and performing arts institutions, SVAC's mission is to promote and nurture the arts.

Arts & Culture
8
Barre Opera House Inc

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.

Arts & Culture
9
Bowdoin International Music Festival

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…

Arts & Culture
10
Marlboro School of Music Inc

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.

Arts & Culture
11
Vermont Public Co

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.

Arts & Culture
12
Bay State Performing Arts Inc

Organization creates musical experiences to inspire change, build community and celebrate difference.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Yellow Barn Inc; 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.
04the grantee network

27 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
13
Early backer (in before they grew)
27/27
Grantees still filing
22/27
Grew since first funded

Where the money sits, by cause and then by grantee

HARVARD MEDICAL SCHOOL (BASIC SCIENCE PARTNERSHIP): $907,122 · OtherHARVARD MEDICAL SCHOOL (BASIC SCIENCE PA…VERMONT JAZZ CENTER INC: $645,000 · OtherVERMONT JAZZ CENTER INCMASS GENERAL BRIGHAM INCORPORATED: $490,000 · OtherMASS GENERAL BRIGHAM INCORPORATEDSANDGLASS THEATER: $363,400 · OtherSANDGLASS THEATERPUTNEY COMMUNITY CARES INC: $105,000 · OtherPUTNEY PUBLIC LIBRARY: $100,000 · Other+6 more: $190,500 · Other+6 morePresident and Fellows of Harvard College: $1,410,000 · EducationPresident and Fellows of Harva…THE EPIPHANY SCHOOL INC: $680,000 · EducationTHE EPIPHANY SCHOOL INC+1 more: $10,000 · EducationYELLOW BARN INC: $1,286,600 · Arts & CultureYELLOW BARN INCA FAR CRY INC: $220,000 · Arts & CultureA FAR CRY INCBoston Philharmonic Orchestra Corporation: $130,000 · Arts & CultureBoston Philharmonic Orchestra …SARASA INC: $112,500 · Arts & CultureSARASA INCNEXT STAGE ARTS PROJECT INC: $112,500 · Arts & CultureNEXT STAGE ARTS PROJECT INCFRIENDS OF THE BRATTLEBORO MUSIC CENTER INC: $82,500 · Arts & Culture+6 more: $140,500 · Arts & Culture+6 moreBoys and Girls Club of Brattleboro Inc: $260,000 · Youth DevelopmentSCIENCE CLUB FOR GIRLS INC: $40,000 · Youth DevelopmentElijahs Promise Inc: $100,000 · Food & NutritionPUTNEY FOODSHELF INC: $90,000 · Food & NutritionFOOD CONNECTS: $80,000 · Food & NutritionCHARLES RIVER CONSERVANCY INC: $125,000 · EnvironmentKROKA EXPEDITIONS INC: $55,000 · EnvironmentRETREAT FARM LTD: $60,000 · Community ImprovementWINDHAM COUNTY HUMANE SOCIETY: $50,000 · Animals
Other$2,801,022Education$2,100,000Arts & Culture$2,084,600Youth Development$300,000Food & Nutrition$270,000Environment$180,000Community Improvement$60,000Animals$50,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetPresident and Fellows of Harvard College: $1,410,000 over 9y, 0.0% of budgetYELLOW BARN INC: $1,286,600 over 9y, 19% of budgetTHE EPIPHANY SCHOOL INC: $680,000 over 9y, 1.8% of budgetVERMONT JAZZ CENTER INC: $645,000 over 9y, 23% of budgetBoys and Girls Club of Brattleboro Inc: $260,000 over 9y, 6.9% of budgetA FAR CRY INC: $220,000 over 7y, 5.9% of budgetBoston Philharmonic Orchestra Corporation: $130,000 over 9y, 0.8% of budgetCHARLES RIVER CONSERVANCY INC: $125,000 over 5y, 4.4% of budgetSARASA INC: $112,500 over 7y, 29% of budgetNEXT STAGE ARTS PROJECT INC: $112,500 over 9y, 4.5% of budgetPUTNEY COMMUNITY CARES INC: $105,000 over 6y, 17% of budgetElijahs Promise Inc: $100,000 over 9y, 0.7% of budgetPUTNEY FOODSHELF INC: $90,000 over 5y, 14% of budgetFRIENDS OF THE BRATTLEBORO MUSIC CENTER INC: $82,500 over 9y, 1.8% of budgetFOOD CONNECTS: $80,000 over 8y, 2.4% of budgetRETREAT FARM LTD: $60,000 over 4y, 0.7% of budgetKROKA EXPEDITIONS INC: $55,000 over 3y, 1.5% of budgetWINDHAM COUNTY HUMANE SOCIETY: $50,000 over 5y, 1.7% of budgetBRATTLEBORO MUSEUM & ART CENTERINC: $45,000 over 4y, 2.3% of budgetSCIENCE CLUB FOR GIRLS INC: $40,000 over 1y, 5.7% of budgetASHUELOT CONCERTS: $35,000 over 4y, 3.4% of budgetFRACTURED ATLAS INC: $25,000 over 5y, 0.0% of budgetJACK MUSIC INC JACK QUARTET: $23,000 over 2y, 4.6% of budgetBRATTLEBORO AREA HOSPICE INC: $10,000 over 1y, 0.9% of budgetTHE GRAMMAR SCHOOL INC: $10,000 over 1y, 0.7% of budgetSO PERCUSSION INC: $7,500 over 1y, 1.3% of budgetBRATTLEBORO COMMUNITY TELEVISION INC: $5,000 over 1y, 1.5% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Windham Foundatio…Thomas Thompson TrustThe Vermont Community…Ben & Jerry's Foundat…Vermont Council on th…Agnes M Lindsay TrustSorg-Vogt Charitable …The Bessemer Giving F…Edwin S Webster Found…George W Mergens Foun…Turrell FundRsf Social Finance Inc
The Windham Foundation IncVT28.2× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization McKenzie Family Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from McKenzie Family Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 80%2%6%14%25%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 1%
  • 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
no gov moneyreceives it· size = income
8get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

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.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 36 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on McKenzie Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home