Nonprofit · EIN 31-1647069
THE MACKENZIE FOUNDATION INC
Tax-exempt · FREDERICKSBRG, VA 22407
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $9,563 | $23,407 | -$13,844 | $274,568 | $0 | $274,568 |
| November 30, 2023 | 990-PF | $4,088 | $25,400 | -$21,312 | $288,412 | $0 | $288,412 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $9,304
- Net gain from sales of assets
- $259
Expenses
- Grants and similar amounts paid
- $17,500
- Disbursements for charitable purposes
- $17,500
- Excise tax on investment income
- $133
Balance sheet and other
- Total assets, start of year
- $288,412
- Total assets, end of year
- $274,568
- Total liabilities, end of year
- $0
- Net assets, end of year
- $274,568
- Fair market value of assets
- $482,605
- Qualifying distributions
- $17,500
- Net investment income
- $9,563
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EUGENIA C MACKENZIE BARRY 11 LONE PINE RD, ASHEVILLE, NC 28803 | PRES/BOARDCHAIR | 0 | $0 |
| JOHN MACKENZIE 11 LONE PINE RD, ASHEVILLE, NC 28803 | BRD OF DIRECTOR | 0 | $0 |
| ANNE POULSON 3321 R ST NW, WASHINGTON, DC 20007 | BRD OF DIRECTOR | 0 | $0 |
| ANNA BLAIR POULSON 3321 R ST NW, WASHINGTON, DC 20007 | BRD OF DIRECTOR | 0 | $0 |
| TIMOTHY B BROOKSHIRE 7 QUAIL HILL DR, GREENVILLE, SC 29607 | SECRETARY/TREAS | 0 | $0 |
990-PF for the year ended November 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EUGENIA C MACKENZIE BARRY 11 LONE PINE RD, ASHEVILLE, NC 28803 | PRES/BOARDCHAIR | 0 | $0 |
| JOHN MACKENZIE 11 LONE PINE RD, ASHEVILLE, NC 28803 | BRD OF DIRECTOR | 0 | $0 |
| ANNE POULSON 3321 R ST NW, WASHINGTON, DC 20007 | BRD OF DIRECTOR | 0 | $0 |
| ANNA BLAIR POULSON 3321 R ST NW, WASHINGTON, DC 20007 | BRD OF DIRECTOR | 0 | $0 |
| TIMOTHY B BROOKSHIRE 7 QUAIL HILL DR, GREENVILLE, SC 29607 | SECRETARY/TREAS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1107 HEATHERSTONE DR, FREDERICKSBRG, VA 22407-4828
- In care of
- % MATTHEWS CARTER & BOYCE
- Signed the 990-PF
- EUGENIA C MACKENZIE BARRY, PRES/BOARDCHAIR
- Phone
- (301) 986-6718
- Return prepared by
- Poole & Associates CPA 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1647069
- 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
- 1999
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $274,568
- Income (IRS master file)
- $20,304
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $9,563 | $23,407 | $274,568 | XML |
| 990-PF | November 2023 | $4,088 | $25,400 | $288,412 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | 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 31-1647069).
Questions about THE MACKENZIE FOUNDATION INC
- What is the EIN of THE MACKENZIE FOUNDATION INC?
- The employer identification number (EIN) of THE MACKENZIE FOUNDATION INC is 31-1647069.
- Is THE MACKENZIE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THE MACKENZIE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MACKENZIE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MACKENZIE FOUNDATION INC due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MACKENZIE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of THE MACKENZIE FOUNDATION INC?
- The 990-PF for the year ended November 30, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE MACKENZIE FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $9,563, expenses of $23,407 and total assets of $274,568 at year end.
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