SCOTT R MACKENZIE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT R MACKENZIE FOUNDATION INC (EIN 46-3383293)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349107514
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:20:34-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320025877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABARE KRESGE & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 PLANTATION ISLAND DRIVE | AddressLine1Txt |
| City | ST AUGUSTINE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463383293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT R MACKENZIE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 8558166858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 550750 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322550750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R MACKENZIE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8558166858 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | MACKENZIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM T ABARE III CPA | PreparerPersonNm |
| PTIN | P00120073 | PTIN |
| Phone | 9044600747 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,528,570 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $107,522 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107,522 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $283,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $283,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,443,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,146 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $491,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $491,266 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,920 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,920 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,173 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22,173 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,120 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,054 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,054 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $6,402 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,402 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $163,385 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163,385 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $280,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $280,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $939,383 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $939,383 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,220,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $280,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $939,383 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$728,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,871 | CashBOYAmt |
| Cash EOY | $25,177 | CashEOYAmt |
| Cash EOYFMV | $25,177 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $618,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $809,684 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $809,684 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,178 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $254 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $254 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $744,856 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $150,185 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $152,710 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $2,604,036 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,357,703 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,381,205 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,982,977 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,014,157 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,159,013 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,302 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,775 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,581 | LandBOYAmt |
| Land EOY | $527 | LandEOYAmt |
| Land EOYFMV | $527 | LandEOYFMVAmt |
| Total Assets BOY | $17,006,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,357,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,528,570 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $9,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $6,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,000,268 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,342,687 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,000,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,342,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,006,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,357,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,000,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$728,996 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,271,272 | SubtotalAmt |
| Other Decreases | $1,928,585 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,342,687 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $440,939 | $367,912 | $73,027 | $73,027 |
| PUBLICLY TRADED SECURITIES | $2,002,195 | $1,975,076 | $27,119 | $27,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,146 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,924 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,924 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,178 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,178 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $254 | OverpaymentAmt |
| Applied To ES Tax | $254 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SCOTTRMACKENZIEFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | ABARE KRESGE ASSOCIATES CPAS LL | IndividualWithBooksNm |
| Phone | 9044600747 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4237 SALISBURY ROAD 100 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | $0 | $0 | $0 |
| LAWRENCE B MACKENZIE | ||||||||
| 4237 SALISBURY ROAD BLDG 1 130 | JACKSONVILLE | FL | 32216 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| GERARDO CRUZ | ||||||||
| 4237 SALISBURY ROAD BLDG 1 130 | JACKSONVILLE | FL | 32216 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| CAROLYN TUCKER | ||||||||
| 4237 SALISBURY ROAD BLDG 1 130 | JACKSONVILLE | FL | 32216 | EXEC. DIRECTOR | 40.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN K TUCKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4236 MELROSE AVE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $64,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $60,224 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,325,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,204,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,264 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,531,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,531,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,223,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,011,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,011,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,924 | TotalTaxAmt |
| Distributable Before Adj | $1,008,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,008,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,008,269 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $939,383 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $939,383 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $939,383 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,008,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $939,383 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $939,383 | QualifyingDistributionsAmt |
| Applied To Year1 | $939,383 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,008,269 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT R MACKENZIE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROLYN TUCKER EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 550750 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322550750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8558166858 | RecipientPhoneNum |
| Recipient Email Address | INFO@SCOTTRMACKENZIEFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | AN ELIGIBLE 501(C)(3) ORGANIZATION CAN GO TO WWW.SCOTTRMACKENZIEFOUNDATION.COM AND FOLLOW THE INSTRUCTIONS FOR APPLYING FOR A GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | INITIAL GRANT APPLICATION: APRIL 30TH; FINAL GRANT APPLICATION: JUNE 30TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDING IS AVAILABLE FOR AMERICAN-BASED ORGANIZATIONS WITH A MISSION TO FIND A CURE FOR: CANCER LUNG DISEASE (INCLUDING ASTHMA) DIABETES HEART DISEASE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MAYO CLINIC | ||||||
| 4500 SAN PABLO RD S | JACKSONVILLE | FL | 32224 | PUBLIC | THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO SUPPORT THE TAPESTRY STUDY. | $60,934 |
| FLORIDA INTERNATIONAL | ||||||
| 1200 SW 8TH STREET MARC 531 | MIAMI | FL | 33199 | PUBLIC | THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE FUNDS TO SUPPORT CHARACHERIZING SARCOMA MUTATIONS WITH MATCHING DRUGS AND APPROPRIATE TARGETED TREATMENTS BY IMPLEMENTING A COMBINED FUNCTIONAL DRUG SCREENING AND GENOMICS PLATFORM AND SELECTING CLINICALLY APPROVED COMPOUNDS TO OFFER ADVANCED SARCOMA PATIENTS THE SAFEST POSSIBLE CHANCE OF ACHIEVING REMISSIONS AND ULTIMATELY CURING THEIR DISEASE. | $350,000 |
| UNIVERSITY OF NORTH FLORIDA | ||||||
| 1 UNF DRIVE HICKS HALL | JACKSONVILLE | FL | 32224 | PUBLIC | THE BENEFACTOR DESIRES THAT THE GRANTEE SHALL USE THE GIFT TO SUPPORT A 16 WEEK STUDY ON THE EFFECT OF FERMENTED FOODS ON THE GUT MICROBIOTA FOR PREVENTION OF CARDIOVASCULAR DISEASE TO HELP REDUCE THE MORTALITY RATE OF CARDIOVASCULAR DISEASE. | $128,449 |
| UNIVERSITY OF FLORIDA FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | PUBLIC | THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO SUPPORT THE OFFERING OF GENETIC TESTING AND RELATED DOWNSTREAM SERVICES TO ALL PATIENTS DIAGNOSED WITH PANCREATIC CANCER AT UF HEALTH. | $150,000 |
| UNIVERSITY OF FLORIDA FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | PUBLIC | THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO SUPPORT ADVANCING THE UNDERSTANDING OF THERAPEUTIC APPROACHES AIMED TO IMPROVE OUTCOMES IN A HIGH-RISK PATIENT POPULATION REPRESENTING A PANDEMIC HEALTH CARE PROBLEM SUCH AS THOSE WITH DIABETES MELLITUS AND CHRONIC KIDHEY DISEASE. | $125,000 |
| UNIVERSITY OF FLORIDA FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | PUBLIC | THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO SUPPORT ATHE ASSESSMENT OF THE IMPACT OF TIMING OF ADMINISTRATION OF POTENT ORAL P2Y12 INHIBITORS (TICAGRELOR AND PRASUGREL) ON THE PHARMACOKINETIC (PK)/ PHARMACODYNAMIC (PD) EFFECTS AFTER SWITCHING FROM INTRAVENOUS CANGRELOR INFUSION AND HOW LEVELS OF P2Y12 RESEPTOR GENE EXPRESIION CAN AFFECT SUCH RESPONSE PROFILES. | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $939,383 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,522 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $283,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $100,146 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $100,146 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $391,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $491,266 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,825 | Amt |
| Net Investment Income | $13,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIPRISE FINL. IN | $250,742 | $258,167 |
| CATERPILLAR FINL | $250,003 | $249,878 |
| GILEAD SCIENCES | $155,679 | $154,110 |
| IBM CORP | $245,375 | $258,718 |
| US BANK CORP | $248,112 | $259,790 |
| GCB LLOYDS TSB PLC | $207,792 | $200,542 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $150,185 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $152,710 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (58 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO QQQ TRUST | AT COST | $591,201 | $2,144,413 |
| ISHARES GOLD TRUST | AT COST | $1 | $405,079 |
| ISHARES RUSSELL ETF MIDCAP | AT COST | $470,366 | $866,472 |
| ISHARES TR RUSSELL 1000 | AT COST | $743,053 | $1,549,610 |
| ISHARES TR RUSSELL 3000 | AT COST | $199,676 | $414,685 |
| VANGUARD DIVIDEND APPRECIATION ETF | AT COST | $339,998 | $587,267 |
| DODGE & COX INCOME FD COM | AT COST | $1,020,000 | $1,007,543 |
| ISHARES CORE TOTAL US AGGREGATE BOND | AT COST | $750,397 | $756,416 |
| CROWN CASTLE INTERNATIONAL CORP | AT COST | $12,963 | $12,576 |
| COCA-COLA | AT COST | $9,162 | $10,200 |
| GENERAL MILLS | AT COST | $17,354 | $16,640 |
| KIMBERLY CLARK CORP | AT COST | $9,234 | $8,764 |
| PEPCICO | AT COST | $23,716 | $25,508 |
| PHILLIP MORRIS | AT COST | $40,002 | $43,299 |
| CHEVRON | AT COST | $29,642 | $31,922 |
| EXXON MOBIL | AT COST | $24,798 | $27,329 |
| HUNTINGTON BANCSHARES | AT COST | $15,774 | $21,105 |
| JPMORGAN CHASE | AT COST | $10,241 | $12,961 |
| PNC FINANCIAL | AT COST | $14,916 | $20,115 |
| REGIONS FIN | AT COST | $12,811 | $17,797 |
| ABBVIE | AT COST | $36,713 | $43,289 |
| AMGEN | AT COST | $9,006 | $8,277 |
| BRISTOL MYERS SQUIBB | AT COST | $13,321 | $13,647 |
| GILEAD SCIENCES | AT COST | $36,293 | $32,742 |
| HEALTHCARE SELECT SECTOR SPDR | AT COST | $449,226 | $635,264 |
| MERC & CO | AT COST | $29,211 | $29,284 |
| PFIZER | AT COST | $36,098 | $35,595 |
| 3M CO | AT COST | $9,251 | $9,963 |
| CISCO SYSTEMS | AT COST | $26,294 | $29,267 |
| IBM CORP | AT COST | $16,131 | $16,490 |
| ISHARES US TECHNOLOGY | AT COST | $188,548 | $742,238 |
| AT&T | AT COST | $38,607 | $38,193 |
| VERIZON | AT COST | $38,958 | $38,658 |
| AMERICAN ELECTRIC POWER | AT COST | $17,670 | $17,487 |
| DOMINION ENERGY | AT COST | $18,762 | $17,898 |
| DUKE ENERGY | AT COST | $27,003 | $28,658 |
| PPL CORPORATION | AT COST | $15,337 | $15,425 |
| PUBLIC SYSTEM ENTERPRISE GROUP | AT COST | $9,367 | $9,969 |
| SOUTHERN CO | AT COST | $29,162 | $32,619 |
| VANGUARD SECTOR INDEX FDS | AT COST | $90,184 | $112,520 |
| BCE | AT COST | $30,909 | $31,415 |
| BRITISH AMERICAN TOBACCO | AT COST | $30,009 | $32,504 |
| CANADIAN IMPERIAL | AT COST | $34,940 | $40,085 |
| EATON CORP | AT COST | $8,823 | $10,452 |
| ENBRIDGE | AT COST | $21,231 | $22,041 |
| NATIONAL GRID | AT COST | $25,354 | $25,619 |
| TC ENERGY CO | AT COST | $16,788 | $15,351 |
| UNILEVER | AT COST | $26,055 | $25,774 |
| VODAFONE GROUP | AT COST | $26,332 | $30,125 |
| ISHARES CORE S&P MID-CAP ETF | AT COST | $274,199 | $480,115 |
| ISHARES RUSSELL 2000 ETF | AT COST | $503,292 | $935,010 |
| ISHARES TR S&P 1500 INDEX FD | AT COST | $932,272 | $1,517,472 |
| SCHWAB US KARG CAP ETF | AT COST | $769,935 | $1,291,490 |
| SCHWAB US REIT ETF | AT COST | $350,300 | $447,439 |
| SPDR S&P 500 ETF TRUST | AT COST | $2,199,408 | $3,414,272 |
| VANGUARD VALUE VIPE | AT COST | $702,330 | $1,021,510 |
| ISHARES MSCI EAFE VALUE ETF | AT COST | $480,412 | $703,988 |
| VANGUARD INTERNATIONAL GROWTH FUND | AT COST | $111,121 | $227,167 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $22,173 | LegalFeesAmt |
| Net Investment Income | $22,173 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $1,928,585 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $75 | $75 | $0 |
| COMPUTER NETWORK AND WEBSITE EXPENSE | $11,593 | $11,593 | $0 |
| INSURANCE | $8,067 | $8,067 | $0 |
| INTERNET | $1,261 | $1,261 | $0 |
| INVESTMENT ADVISORY FEES | $92,477 | $92,477 | $0 |
| OFFICE EXPENSE | $586 | $586 | $0 |
| PAYROLL PROCESSING FEES | $1,478 | $1,478 | $0 |
| TELEPHONE | $2,347 | $2,347 | $0 |
| DIRECTOR FEES | $45,000 | $45,000 | $0 |
| IT & DOCUMENT STORAGE | $324 | $324 | $0 |
| LICENSES AND FEES | $87 | $87 | $0 |
| MEMBERSHIP AND DUES | $90 | $90 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL WITHHOLDINGS TAX PAYABLE | Desc |
| BOY Book Value | $6,000 | BOYBookValueAmt |
| EOY Book Value | $6,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $2,924 | $2,924 | $0 |
| PAYROLL TAXES | $4,945 | $4,945 | $0 |
| FOREIGN TAXES | $251 | $251 | $0 |