2021-11-16T00:00:33-06:00 2020-12-31 New York-Hurricane Ida Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2020-01-01 205700615 Mackenzie Family Foundation % Foundation Source MACK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Douglas Mackenzie President 8008391754 2021-11-10 true Douglas Mackenzie 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 71746526 X 4493192 53 53 177219 177219 3232237 3065513 4084432 406667 407927 8309368 4669631 0 355 0 0 355 20850 0 0 20850 2685 2685 81855 1223933 907533 61020 1329678 910218 0 82225 1485000 1485000 2814678 910218 0 1567225 5494690 3759413 7 3010776 3010776 8108043 11436900 12084983 43900943 43056007 56650767 52008993 57503683 71746526 0 0 X 52008993 57503683 52008993 57503683 52008993 57503683 52008993 5494690 57503683 57503683 Publicly-traded Securities 3065513 1669301 1396212 1396212 Passthrough K1 Capital Gain/(Loss) 2688220 4084432 52256 52256 52256 61800 0 61800 X 9544 9544 false false false false false true true false true true CA true false false false false 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 Douglas Mackenzie Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Shawn Mackenzie Foundation Source 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 61000 8835886 126329 56650767 65612982 0 65612982 984195 64628787 3231439 3231439 52256 52256 3179183 3179183 3179183 1567225 0 0 0 0 1567225 0 1567225 3179183 1398161 2018 2017 2016 1567225 1398161 169064 0 0 3010119 0 0 Douglas Mackenzie Shawn Mackenzie X BIG SUR LAND TRUST 509 HARTNELL ST MONTEREY CA 93940 N/A PC in support of their campaign with youth development projects 10000 EAST PALO ALTO TENNIS AND TUTORING PO BOX 60597 PALO ALTO CA 94306 N/A PC General & Unrestricted 25000 GLOBAL CITIZEN YEAR INCORPORATED 1625 CLAY ST STE 400 OAKLAND CA 94612 N/A PC Global Citizen Year's scholarships and operations 300000 GLOBAL CITIZEN YEAR INCORPORATED 1625 CLAY ST STE 400 OAKLAND CA 94612 N/A PC Global Citizen Year's scholarships and operations 100000 GLOBAL CITIZEN YEAR INCORPORATED 1625 CLAY ST STE 400 OAKLAND CA 94612 N/A PC in support of the new Global Citizen Academy 200000 GRAND TETON NATIONAL PARK FOUNDATION PO BOX 249 MOOSE WY 83012 N/A PC Snake River Gateways Campaign 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 Annual Fund 10000 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 02241 N/A PC HBS Fund for Faculty and Research 100000 LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH 400 HAMILTON AVE SUITE 340 PALO ALTO CA 94301 N/A PC Pediatric Advocacy Program 100000 NORTH CAROLINA OUTWARD BOUND SCHOOL 2582 RICEVILLE RD ASHEVILLE NC 28805 N/A PC General & Unrestricted 20000 SUMMER SEARCH 304 12TH ST STE 4A OAKLAND CA 94607 N/A PC in support of students in the Summer Search Silicon valley 20000 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 College of arts and sciences 200000 WORLD GOLF FOUNDATION INC - THE FIRST TEE 425 S LEGACY TRAIL ST AUGUSTINE FL 32092 N/A PC in support of the Participant Leadership Summit, to The First Tee of San Francisco, to The First Tee of Monterey County, to The First Tee of Tri-Valley Program 200000 1485000 14 53 14 177219 525990 294655 18 2937582 K-1 Inc/Loss 525990 -65740 14 411655 Federal Tax Refund 01 60750 SEC 965 INCOME 14 2 228915 3587261 3816176 false false false false false false false false false false X X 1 Mackenzie CRT II 737 Bryant street Palo Alto CA 94301 2905398 X 2 Mackenzie Douglas PO Box 106 Wilson WY 83014 1587794 X 2 BLOOM ENERGY CORP BE, 40000 sh. 461400 2020-07-07 2 ALPHABET INC CL C GOOG, 250 sh. 375044 2020-07-07 2 BLOOM ENERGY CORP BE, 30000 sh. 751350 2020-12-14 Audit Fees 20850 20850 PART I LINE 6A part I Line 6a PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $2,937,582 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $294,655 TOTAL PART I, LINE 6A: $3,232,237 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $3,065,513 BOOK BASIS: $2,816,152 NET GAIN/(LOSS): $249,362 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $2,688,220 ALLIANCEBERN GLOBAL BOND ADV 4508503 4637557 ALLIANCEBERNSTEIN GLOBAL CORE 2090478 2368492 ALPHABET INC CL C 375044 437970 BERNSTEIN INTERMED DURATION IN 4462875 4640964 MAKENA CAPITAL ASSOC (US) LP 43056007 56650767 General Consultations 355 355 Administrative Fees 61000 61000 K-1 EXP MAKENA CAPITAL ASSOC 1162913 907533 State or Local Filing Fees 20 20 K-1 Inc/Loss MAKENA CAPITAL ASSOC (US) LP 345915 407925 Federal Tax Refund 60750 section 965 income 2 2 Investment Management Services 2685 2685 990-PF Estimated Tax for 2020 54900 990-T Extension for 2019 11600 Back-up withholding 46 STATE INCOME TAX 2019 15309