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Nonprofit · EIN 22-6596096

MCKENZIE FAM CHARITABLE TR

Also known as MCKENZIE J MICHAEL TTEE

Tax-exempt · PUTNEY, VT 05346

Financials

$5.4M$1.2M2023$794K$1.3M2024$1.1M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of MCKENZIE FAM CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,066,998$1,348,148-$281,150$30,085,775$0$30,085,775
December 31, 2024990-PF$794,162$1,282,645-$488,483$26,705,341$0$26,705,341
December 31, 2023990-PF$5,359,920$1,198,123$4,161,797$25,751,608$0$25,751,608
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$589,809
Interest
$39,351
Net gain from sales of assets
$437,838

Expenses

Grants and similar amounts paid
$1,030,723
Compensation of officers, directors and key employees
$267,053
Disbursements for charitable purposes
$1,236,615
Excise tax on investment income
$13,495

Balance sheet and other

Total assets, start of year
$26,705,341
Total assets, end of year
$30,085,775
Total liabilities, end of year
$0
Net assets, end of year
$30,085,775
Fair market value of assets
$30,085,775
Qualifying distributions
$1,236,615
Net investment income
$1,061,641

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
TORIN KOESTER
PO BOX 285, PUTNEY, VT 05346
MANAGING TRUSTEE40$267,053
J MICHAEL MCKENZIE
PO BOX 285, PUTNEY, VT 05346
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
TORIN KOESTER
PO BOX 285, PUTNEY, VT 05346
MANAGING TRUSTEE40$257,516
J MICHAEL MCKENZIE
PO BOX 285, PUTNEY, VT 05346
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
TORIN KOESTER
PO BOX 285, PUTNEY, VT 05346
MANAGING TRUSTEE40$220,016
J MICHAEL MCKENZIE
PO BOX 285, PUTNEY, VT 05346
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 285, PUTNEY, VT 05346-0285
In care of
% DANSER BALAAM & FRANK
Signed the 990-PF
TORIN KOESTER, MANAGING TRUSTEE
Phone
(617) 922-9302
Return prepared by
EAG NEW ENGLAND LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-6596096
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$30,085,775
Income (IRS master file)
$2,802,007

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,066,998$1,348,148$30,085,775XML
990-PFDecember 2024$794,162$1,282,645$26,705,341XML
990-PFDecember 2023$5,359,920$1,198,123$25,751,608XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-6596096).

Questions about MCKENZIE FAM CHARITABLE TR

What is the EIN of MCKENZIE FAM CHARITABLE TR?
The employer identification number (EIN) of MCKENZIE FAM CHARITABLE TR is 22-6596096.
Is MCKENZIE FAM CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to MCKENZIE FAM CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MCKENZIE FAM CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MCKENZIE FAM CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MCKENZIE FAM CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MCKENZIE FAM CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $267,053 (TORIN KOESTER, MANAGING TRUSTEE).
How much revenue does MCKENZIE FAM CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,066,998, expenses of $1,348,148 and total assets of $30,085,775 at year end.

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