2023-12-08T13:42:49-06:00 2022-12-31 320025877 ABARE KRESGE & ASSOCIATES CPAS 1200 PLANTATION ISLAND DRIVE ST AUGUSTINE FL 32080 990PF 2022-01-01 463383293 SCOTT R MACKENZIE FOUNDATION INC SCOT 8558166858 PO BOX 550750 JACKSONVILLE FL 322550750 SCOTT R MACKENZIE DIRECTOR 8558166858 2023-11-21 1 SCOTT MACKENZIE XXX-XX-XXXX 1 WILLIAM T ABARE III CPA P00120073 9044600747 2023-11-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 20062853 X X 54318 54318 343252 343252 76752 8573836 76752 17010 17010 491332 491332 81499 81499 0 2445 2445 0 10695 10695 0 8803 8803 0 6420 6420 0 209267 209267 0 319129 319129 0 1200000 1200000 1519129 319129 1200000 -1027797 172203 119355 83266 83266 279118 220301 220301 0 4001198 3961681 498855 200534 191454 13960768 9246463 15547425 18302 18302 8133 58726 58726 14866229 13810488 20062853 23649 35469 30848 59118 30848 X 14807111 13779640 14807111 13779640 14866229 13810488 14807111 -1027797 326 13779640 0 13779640 PUBLICLY TRADED SECURITIES 2150098 2293156 -143058 -143058 PUBLICLY TRADED SECURITIES 6413133 6203928 209205 209205 PUBLICLY TRADED SECURITIES 16 16 16 CAPITAL GAINS DIVIDENDS P 10589 10589 10589 76752 2394 0 2394 0 2394 3997 0 0 0 3997 2 1601 1601 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 WWW.SCOTTRMACKENZIEFOUNDATION.COM ABARE KRESGE ASSOCIATES CPAS LL 9044600747 4237 SALISBURY ROAD 100 JACKSONVILLE FL 32216 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCOTT R MACKENZIE 4237 SALISBURY ROAD BLDG 1 130 JACKSONVILLE FL 32216 DIRECTOR 5.00 0 0 0 MELINDA A MACKENZIE 4237 SALISBURY ROAD BLDG 1 130 JACKSONVILLE FL 32216 DIRECTOR 3.00 15000 0 0 LAWRENCE B MACKENZIE 4237 SALISBURY ROAD BLDG 1 130 JACKSONVILLE FL 32216 DIRECTOR 5.00 15000 0 0 GERARDO CRUZ 4237 SALISBURY ROAD BLDG 1 130 JACKSONVILLE FL 32216 DIRECTOR 6.00 15000 0 0 CAROLYN TUCKER 4237 SALISBURY ROAD BLDG 1 130 JACKSONVILLE FL 32216 EXEC. DIRECTOR 40.00 15000 0 0 PAULA SPRAGUE 4237 SALISBURY ROAD BLDG 1 130 JACKSONVILLE FL 32216 DIRECTOR 5.00 15000 0 0 CAROLYN K TUCKER 4236 MELROSE AVE JACKSONVILLE FL 32210 MANAGER 40.00 81499 0 0 0 NORTHERN TRUST 50 SOUTH LASALLE ST CHICAGO IL 60675 INVESTMENT ADVISORY 110850 0 0 21935042 96191 0 22031233 0 0 22031233 330468 21700765 1085038 1085038 2394 2394 1082644 0 1082644 0 1082644 1200000 0 1200000 1082644 1180588 0 0 1200000 1180588 0 0 19412 0 0 0 0 0 0 0 0 1063232 0 0 0 SCOTT R MACKENZIE CAROLYN TUCKER EXECUTIVE DIRECTOR PO BOX 550750 JACKSONVILLE FL 322550750 8558166858 INFO@SCOTTRMACKENZIEFOUNDATION.COM AN ELIGIBLE 501(C)(3) ORGANIZATION CAN GO TO WWW.SCOTTRMACKENZIEFOUNDATION.COM AND FOLLOW THE INSTRUCTIONS FOR APPLYING FOR A GRANT. INITIAL GRANT APPLICATION: APRIL 30TH; FINAL GRANT APPLICATION: JUNE 30TH FUNDING IS AVAILABLE FOR AMERICAN-BASED ORGANIZATIONS WITH A MISSION TO FIND A CURE FOR: CANCER LUNG DISEASE (INCLUDING ASTHMA) DIABETES HEART DISEASE MAYO CLINIC 4500 SAN PABLO RD S JACKSONVILLE FL 32224 PUBLIC THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THIS GIFT TO SUPPORT THE TAPESTRY STUDY. 32506 MOUNT DESERT ISLAND BIOLOGICAL LABORATORY 159 OLD BAR HARBOR RD BAR HARBOR ME 04609 PUBLIC THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO SEEK TO PREVENT ORGAN COMPLICATIONS IN DIABETIC PATIENTS. HIGH GLUCOSE LEVELS LEAD TO THE PATHOLOGICAL CHANGES IN THE VASCULATURE OF DIFFERENT ORGANS SUCH AS THE HEART, KIDNEY, EYE AND PERIPHERAL CIRCULATION. THE FOCUS IS THE MICROCIRCULATION OF THE KIDNEY. THE ENDOTHELIAL CELL SURFACE IS COVERED WITH A LAYER OF GLYCOCALYX. THE GLYCOCALYX IS VERY IMPORTANT FOR THE HEALTH OF THE VASCULAR WALL AND REGULATES CENTRAL MECHANISMS SUCH AS METABOLISM, INFLAMMATION, BLOOD PRESSURE, ETC. WE WILL TEST THE HYPOTHESIS THAT RECOMBINANT HPA2 AMELIORATES DIABETIC NEPHROPATHY BY MAINTAINING A FUNCTIONAL HEPARAN SULFATE GLYCOCALYX ON ENDOTHELIAL CELLS AND MONOCYTES. THIS IS A CONTINUATION OF THE PROJECT FUNDED IN 2021. 450000 UNIVERSITY OF ARIZONA 1501 N CAMPBELL AVE TUCSON AZ 85724 PUBLIC THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO SEEK TO IMPROVE THE DIAGNOSIS AND TREATMENT OF ATRIAL FIBRILLATION. TODEVELOP PATIENT-SPECIFIC TARGETED NEXT-GENERATION GENE SEQUENCING FOR PREDICTING AND DIAGNOSING ATRIAL FIBRILLATION AND ESTABLISH A PATIENT-SPECIFIC STEM CELL PLATFORM FOR DEVELOPING PRECISION MEDICINE BASED TREATMENTS. 174994 UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 PUBLIC THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO SEEK TO TEST GENETIC ASSOCIATIONS WITH CHILDREN'S RESPONSE TO ALBUTEROL AND BEGIN A LONGITUDINAL PEDIATRIC ASTHMA REGISTRY COMBINING CLINICAL AND GENOMIC DATA. 57500 THE JACKSON LABORATORY 600 MAIN ST BAR HARBOR ME 04609 PUBLIC THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO INVESTIGATE AGING-RELATED RNA SPLICING ALTERATIONS TO REVEAL NOVEL BIOMARKERS FOR QUANTIFYING BREAST CANCER RISK AND NEW TARGETS FOR TREATING BREAST CANCER. 135000 CINCINNATI CANCER FOUNDATION INC PO BOX 8280 CINCINNATI OH 45208 PUBLIC THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO ESTABLISH THE ADVANCING PRECISION ONCOLOGY CENTER ("APOC"), WHOSE PURPOSE IS TO ENABLE PATIENT ACCESS TO A WIDE RANGE OF NGS TESTING INTENDED TO FACILITATE EARLY DETECTION, BETTER OUTCOMES, AND BETTER POSSIBILITIES FOR CANCER CURES THROUGH EARLIER DETECTION AND INTERVENTION. 350000 1200000 0 14 54318 14 343252 14 17010 523000 66163 14 10589 66163 425169 0 491332 0 0 0 0 0 0 0 0 0 0 NUVEEN PREFERRED SEDC 99999 95979 ISHARES TR BROAD USD HIGH YIELD CORP BD 100535 95475 4001198 3961681 0 0 SPDR INDEX SHS FDS DOW JONES INTL RE AT COST 209900 204121 ISHARES GOLD TRUST AT COST 1 340435 AMAZON AT COST 26639 21000 CHIPOTLE MEXICAN GRILL AT COST 22464 20812 COCA COLA AT COST 17907 20037 CONAGRA BRANDS AT COST 7410 7469 COSTCO AT COST 25373 22825 DOLLAR GENERAL AT COST 10974 11081 GENERAL MILLS AT COST 17827 24400 GRAINGER WW INC AT COST 11251 10569 HONEYWELL AT COST 10928 11787 LOWES AT COST 11262 10958 MARSH & MCLENNAN AT COST 8971 8605 MEDTRONIC AT COST 5874 5751 MONDELEZ INTL AT COST 9018 8931 NIKE INC AT COST 6353 6670 PEPSICO AT COST 8611 11201 PERRIGO COMPANY AT COST 4823 5182 PHILIP MORRIS AT COST 41126 52123 ROSS STORES INC AT COST 11704 11723 SMUCKER JM CO AT COST 6227 6338 STATE STR CORP AT COST 8343 8067 SYSCO CORP AT COST 11999 11085 TARGET CORP AT COST 11014 9688 THERMO FISHER CORP AT COST 9047 8811 UNITED PARCEL SVC AT COST 36391 34768 CHEVRON AT COST 44610 87950 EXXON MOBIL AT COST 29627 84269 BANK OF AMERICA AT COST 11633 10764 BERKSHIRE HATHAWAY AT COST 11869 12356 GLOBAL PAYMENTS INC AT COST 6257 6257 GOLDMAN SACHS AT COST 12332 12018 HUNTINGTON BANCSHARES AT COST 16518 24224 MORGAN STANLEY COM STK AT COST 11286 10628 REGIONS FIN AT COST 8300 11039 US BANCORP AT COST 28218 24378 ABBVIE AT COST 37994 67230 AMERISOURCE BERGEN CROP AT COST 12476 12428 AMGEN AT COST 32040 35194 BAXTER INTL INC AT COST 4399 4281 BRISTOL MYERS SQUIBB AT COST 16458 19355 CVS HEALTH CORP AT COST 12191 10996 GILEAD SCIENCES AT COST 37444 49707 HEALTHCARE SELECT SECTOR SPDR AT COST 220602 373588 JOHNSON & JOHNSON AT COST 10088 10069 MERCK & CO AT COST 39092 55697 PFIZER AT COST 13618 18651 UNITEDHEALTH GROUP AT COST 9271 9013 LOCKHEED MARTIN CORP AT COST 11184 16054 ISHARES US TECHNOLOGY AT COST 107879 372450 ALPHABET AT COST 25309 22183 APPLE AT COST 37664 32483 MICROCHIP TECHNOLOGY AT COST 11809 10748 MICROSOFT AT COST 25752 23982 VERIZON AT COST 40016 26674 WALT DISNEY AT COST 18302 14770 AMERICAN ELECTRIC POWER AT COST 27446 31239 DUKE ENERGY AT COST 27868 33163 PUBLIC SYSTEM ENTERPRISE GROUP AT COST 9608 10722 SOUTHERN CO AT COST 30147 39061 3I GROUP AT COST 6441 7330 ASE TECHNOLOGY HOLDING CO AT COST 3333 3166 BAE SYS AT COST 8251 9314 BCE AT COST 6017 6285 BNP PARIBAS AT COST 5100 5836 BRITISH AMERICAN TOBACCO AT COST 6025 6797 BRITVIC AT COST 3943 3802 COCA COLA FEMSA AT COST 5984 6788 COMPANGNIE DE ST GOBAIN AT COST 5577 5241 DEUTSCHE POST AT COST 6107 6563 DEUTSCHE TELEKOM AT COST 5762 6154 DNB BK AT COST 7258 7710 ENBRIDGE AT COST 29725 36324 ENEL SOCIETA PER AZIONI AT COST 1684 1597 IBERDROLA SA AT COST 3791 4162 MICHELIN COMPAGNIE AT COST 3562 3347 MUNICH RE GROUP AT COST 4434 6252 NESTLE SA AT COST 9339 9689 NIPPON TELEG & TEL CORP AT COST 10395 10001 NN GROUP NV AT COST 6721 5928 NOVARTIS AG AT COST 10941 11975 POWER CORP AT COST 6083 5388 RIO TINTO PLC AT COST 8953 9185 ROCHE HLDG LTD AT COST 8240 8300 ROYAL DUTCH SHELL AT COST 9722 9795 SANOFI AT COST 4932 4746 SIEMENS AG COM AT COST 7685 9218 SMURFIT KAPPA GROUP AT COST 4713 4939 SOFTBANK CORP AT COST 5785 5974 SONIC HEALTHCARE AT COST 3673 3201 SVENSKA HANDELSBANKEN AT COST 7253 7759 TESCO PLC AT COST 2371 2126 TOKIO MARING HLDGS INC AT COST 9660 11058 TOKYO ELECTRON LTD AT COST 4133 4461 TOYOTA MTR CORP AT COST 8737 7648 UBS GROUP AT COST 129 149 UNILEVER AT COST 923 856 UNITED OVERSEAS BK AT COST 9978 11771 UPM KYMMENE CORP AT COST 4994 5682 VALES A ADR AT COST 7409 7857 VEOLIA ENVIRONNEMENT AT COST 3199 3734 VOLVO AT COST 3082 3410 XINYI GLASS HLDGS AT COST 2198 1774 ZURICH INS GROUP AT COST 9782 11148 INVESCO QQQ TRUST AT COST 502849 1553744 ISHARES CORE S&P MID-CAP ETF AT COST 302620 532158 ISHARES CORE S&P TOTAL US STOCK EFT AT COST 932272 1492480 ISHARES RUSSELL MID-CAP ETF AT COST 470366 852568 ISHARES RUSSEL 1000 ETF AT COST 743053 1539954 ISHARES RUSSEL 2000 ETF AT COST 503292 831523 ISHARES RUSSELL 3000 ETF AT COST 199676 409361 SCHWAB US LARGE CAP ETF AT COST 562578 970725 SPDR S&P 500 ETF TRUST AT COST 1148655 1720935 TOTAL ENERGIES SE AT COST 8072 10057 VANGUARD DIVIDEND APPRECIATION ETF AT COST 339999 631696 VANGUARD VALUE VIPE AT COST 702330 1205357 SPDR SELECT SECOTR TR ENERGY AT COST 56315 63241 ISHARES TR SELECT DIVID ETF AT COST 118566 120600 VANUGUARD FTSE DEV MARKETS ETF AT COST 543465 545610 SPDR INDEX SHS FDS S&P GLOBAL NAT RES AT COST 166466 156801 VANGUARD INTERNATIONAL GROWTH FUND AT COST 111121 128117 LEGAL 10695 10695 0 INVESTMENT INCOME RECEIVABLE 8133 58726 58726 BANK CHARGES 345 345 0 COMPUTER NETWORK AND WEBSITE EXPENSE 1050 1050 0 INSURANCE 7085 7085 0 INTERNET 1438 1438 0 INVESTMENT ADVISORY FEES 110854 110854 0 OFFICE EXPENSE 663 663 0 PAYROLL PROCESSING FEES 1901 1901 0 TELEPHONE 910 910 0 DIRECTOR FEES 75000 75000 0 IT & DOCUMENT STORAGE 9640 9640 0 MEMBERSHIP AND DUES 320 320 0 OTHER 61 61 0 OTHER INCOME 17010 17010 17010 BASIS ADJUSTMENT 326 FEDERAL WITHHOLDINGS TAX PAYABLE 15000 8250 EXCISE TAX PAYABLE 20469 22598 EXCISE TAXES 2394 2394 0 PAYROLL TAXES 6277 6277 0 FOREIGN TAXES 132 132 0