2022-11-15T23:43:14-06:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 205700615 Mackenzie Family Foundation % Foundation Source MACK 8008391754 501 Silverside Rd Wilmington DE 198091377 douglas mackenzie PRESIDENT 8008391754 2022-11-07 true DOUGLAS MACKENZIE 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 83748831 X 1329675 3535 3535 369183 369183 4209363 3839933 4033979 1350789 877895 7262545 5284592 0 23900 0 0 23900 10536 10536 102564 1417488 1108859 66150 1554488 1119395 0 90050 2965000 2965000 4519488 1119395 0 3055050 2743057 4165197 3010776 51 51 11436900 13524223 14148511 43056007 46722466 69600269 57503683 60246740 83748831 0 0 X 57503683 60246740 57503683 60246740 57503683 60246740 57503683 2743057 60246740 60246740 Publicly-traded Securities 3839933 3432668 407265 407265 Passthrough K1 Capital Gain/(Loss) 3626714 4033979 57896 57896 57896 64344 0 64344 X 0 6448 6448 false false false false false true true false true true CA true false false false true true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Alyson Mackenzie 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Andrew Mackenzie 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Douglas Mackenzie 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Shawn Mackenzie 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 66000 15499365 133860 69600269 85233494 0 85233494 1278502 83954992 4197750 4197750 57896 45985 103881 4093869 4093869 4093869 3055050 0 0 0 0 3055050 4093869 3010119 2019 2018 2017 3055050 3010119 44931 0 0 4048938 0 0 Douglas Mackenzie Shawn Mackenzie X BIG SUR LAND TRUST 509 HARTNELL ST MONTEREY CA 93940 N/A PC Youth development projects 10000 COMMUNITY CENTER FOR THE ARTS PO BOX 860 JACKSON WY 83001 N/A PC New PA System 50000 EAST PALO ALTO TENNIS AND TUTORING PO BOX 60597 PALO ALTO CA 94306 N/A PC General & Unrestricted 25000 EAT LEARN PLAY FOUNDATION 985 3RD ST C OAKLAND CA 94607 N/A PC General & Unrestricted 100000 GLOBAL CITIZEN YEAR INCORPORATED 1625 CLAY ST STE 400 OAKLAND CA 94612 N/A PC in support of operations 100000 GRAND TETON NATIONAL PARK FOUNDATION PO BOX 249 MOOSE WY 83012 N/A PC Youth Engagement Initiatives 100000 GRAND TETON NATIONAL PARK FOUNDATION PO BOX 249 MOOSE WY 83012 N/A PC Paint Brush Divide Trail Restoration 100000 LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH 400 HAMILTON AVE SUITE 340 PALO ALTO CA 94301 N/A PC Office of Child Health Equity under the direction of Lisa Chamberlin 250000 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN ST LANDER WY 82520 N/A PC Annual Scholarship Fund 10000 SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL STE 300 MOUNTAIN VIEW CA 94040 N/A PC Radar Foundation Account 100000 SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL STE 300 MOUNTAIN VIEW CA 94040 N/A PC Mackenzie Family Fund 1250000 SUMMER SEARCH 304 12TH ST STE 4A OAKLAND CA 94607 N/A PC in support of students in the Summer Search Silico 20000 UNITED STATES SKI TEAM FOUNDATION 1 VICTORY LN BOX 100 PARK CITY UT 84060 N/A PC Bob Beattie Athlete Travel Fund 250000 UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND 523 E FRANKLIN ST CHAPEL HILL NC 27514 N/A PC Mackenzie Family Global Gap Year Fund in the Colle 250000 UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION PO BOX 7726 CHARLOTTESVILLE VA 22906 N/A SO III FI Class of 2020 Challenge Gift 50000 UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION PO BOX 7726 CHARLOTTESVILLE VA 22906 N/A SO III FI Bruner Fund for Faculty Excellence 50000 WOMENS SPORTS FOUNDATION 247 W 30TH ST 5TH FL NEW YORK NY 10001 N/A PC The Tara Vanderveer Fund for the Advancement of Women in Coaching 50000 WORLD GOLF FOUNDATION INC - THE FIRST TEE 425 S LEGACY TRAIL ST AUGUSTINE FL 32092 N/A PC Participant Leadership Summit, The First Tee of San Francisco, The First Tee of Monterey County, and The First Tee of Tri-Valley 200000 2965000 14 3535 14 369183 525990 175384 18 4033979 K-1 Inc/Loss 525990 333834 14 882741 CLASS ACTION LAWSUIT PROCEEDS 01 133 FEDERAL TAX REFUNDS 01 119181 STATE TAX REFUND 01 14900 509218 5423652 5932870 false false false false false false false false false false X X 1 Mackenzie Douglas PO Box 106 Wilson WY 83014 1329264 X 1 ALPHABET INC CL C GOOG, 475 sh. 1329264 2021-10-26 Audit Fees 23900 23900 Form Line/Instruction Reference: FORM 990-PF Form Line/Instruction Reference: FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. ALLIANCEBERN GLOBAL BOND ADV 4727418 4575239 ALLIANCEBERNSTEIN GLOBAL CORE 2384186 2873949 ALPHABET INC CL C 1704308 2097853 BERNSTEIN INTERMED DURATION IN 4708311 4601470 MAKENA CAPITAL ASSOC (US) LP 46722466 69600269 Administrative Fees 66000 66000 K-1 EXP MAKENA CAPITAL ASSOC 1351338 1108859 State or Local Filing Fees 150 150 K-1 Inc/Loss MAKENA CAPITAL ASSOC (US) LP 1216575 877762 Class Action Lawsuit Proceeds 133 133 Federal Tax Refunds 119181 State Tax Refund 14900 Investment Management Services 10536 10536 990-PF Estimated Tax for 2021 54800 990-T Income Tax for 2020 46400 STATE INCOME TAX FOR 2020 488 TAXES PAID BY PARTNERSHIP 876