SCOTT R MACKENZIE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT R MACKENZIE FOUNDATION INC (EIN 46-3383293)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349105435
- Schema version
- 2019v5.1
- 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 Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:38:51-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM T ABARE III CPA | PreparerPersonNm |
| PTIN | P00120073 | PTIN |
| Phone | 9044600747 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.65.25.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 09:15:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 63CEE8B9B58D27296318C586CD9790530847C419 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,524,513 | 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 | $160,884 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160,884 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $266,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,479 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$50,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,286,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $377,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $427,363 | 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 | $14,003 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,003 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,823 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,823 | 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 | $7,138 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,138 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175,871 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175,871 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $288,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $825,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $825,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,113,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $288,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $825,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$736,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,879 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $168,358 | CashBOYAmt |
| Cash EOY | $50,871 | CashEOYAmt |
| Cash EOYFMV | $50,871 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $632,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $618,769 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $618,769 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $3,178 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,178 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $872,880 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $744,856 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $720,139 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $3,547,298 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,604,036 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,591,984 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,519,955 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,982,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,537,991 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,302 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,721 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,635 | LandBOYAmt |
| Land EOY | $1,581 | LandEOYAmt |
| Land EOYFMV | $1,581 | LandEOYFMVAmt |
| Total Assets BOY | $17,743,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,006,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,524,513 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,600 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,736,739 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,000,268 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,736,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,000,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,743,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,006,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,736,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$736,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,000,268 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,000,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $53,153 | $46,001 | $7,152 | $7,152 | |
| PUBLICLY TRADED SECURITIES | $4,109,277 | $4,290,829 | -$181,552 | -$181,552 | |
| CAPITAL GAINS DIVIDENDS | $124,050 | $124,050 | $124,050 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$50,350 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $940,084 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,821,084 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047428 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,185,592 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,770,791 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059967 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $992,631 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,041,037 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052131 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $996,943 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,941,177 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049994 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $391,628 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,065,765 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.019517 | DistributionYr5Rt |
| Total Distribution | 0.229037 | TotalDistributionRt |
| Average Distribution | 0.045807 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,706,234 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $902,683 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,389 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $904,072 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $825,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,778 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,778 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $44 | EsPenaltyAmt |
| Overpayment | $3,178 | OverpaymentAmt |
| Applied To ES Tax | $3,178 | 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 | $15,000 | $0 | $0 |
| LAWRENCE B MACKENZIE | ||||||||
| 4237 SALISBURY ROAD BLDG 1 130 | JACKSONVILLE | FL | 32216 | DIRECTOR | 5.00 | $15,000 | $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 | $15,000 | $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 | MADDEN ADVISORY SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 BELFORT ROAD SUITE 410 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322561459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $98,563 | 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 | $19,311,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $692,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,329 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,006,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,006,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $300,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,706,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $985,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $985,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,778 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,778 | TotalTaxAmt |
| Distributable Before Adj | $982,534 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $982,534 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $982,534 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $825,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $825,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $825,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $982,534 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $781,849 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $825,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $781,849 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,151 | 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 | $939,383 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MDI BIOLOGICAL LABORATORY | ||||||
| 159 OLD BAR HARBOR ROAD | BAR HARBOR | ME | 04609 | PUBLIC | THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE FUNDS TO SUPPORT RESEARCH TO DEFINE BOTH A MECHANISM OF ACTION AND A MORE EFFECTIVE TREATMENT PARADIGM IN MOLECULAR STIMULATION OF THE NATURAL REPAIR PROCESSES IN THE HEART AND OTHER TISSUES. | $400,000 |
| MAYO CLINIC | ||||||
| 4500 SAN PABLO RD S | JACKSONVILLE | FL | 32224 | PUBLIC | THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO SUPPORT A PROJECT USING A NEW GENOMICS INTEGRATION TOOL TO INCREASE THE ACCURACY OF GENOMIC TESTING AND SIMPLIFY PRIORITIZATION OF TARGETED THERAPY STRATEGIES (INCLUDING IMMUNOTHERAPIES) - AND BY PRESCREENING THE EFFICACY OF THESE STRATEGIES USING A 3-DIMENSIONAL (3D) MICROCANCER NON-ANIMAL BASED RESEARCH MODEL. | $250,000 |
| UNIVERSITY OF FLORIDA FOUNDATION | ||||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | PUBLIC | THE BENEFACTOR DESIRES THAT GRANTEE SHALL USE THE GIFT TO TEST THE CENTRAL HYPOTHESIS THAT IN DIABETES MELITUS PATIENTS THE PRESENCE OF CHRONIC KIDNEY DISEASE REDUCES CLOPIDOGREL-MEDIATED P2Y12 INHIBITORY EFFECTS THROUGH SYNERGISTIC MECHANISMS. THE FINDINGS OF THIS STUDY MAY SET THE BASIS FOR TARGETED THERAPIES IN THIS HIGH-RISK PATIENT POPULATION. THIS INVESTIGATION IS PART OF OUR LONG-TERM GOAL OF DEFINING OPTIMIZED ANTIPLATELET TREATMENT REGIMENS IN HIGH-RISK CORONARY ARTERY DISEASE PATIENTS. | $125,000 |
| UNIVERSITY OF FLORIDA FOUNDATION | ||||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | PUBLIC | THE BENEFACTOR DESIRES THAT THE GRANTEE SHALL USE THE GIFT TO TEST GENETIC ASSOCIATION'S WITH CHILDREN'S RESPONSE TO ALBUTEROL, AND BEGIN A LONGITUDINAL PEDIATRIC ASTHMA REGISTRY COMBINING CLINICAL AND GENOMIC DATA. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $825,000 | 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 | $160,884 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,479 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$174,400 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $124,050 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$174,400 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $551,413 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $377,013 | 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 | $13,675 | Amt |
| Net Investment Income | $13,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIPRISE FINL. IN | $251,070 | $255,581 |
| CATERPILLAR FINL | $250,018 | $249,940 |
| CREDIT SUISSE | $200,018 | $200,177 |
| GILEAD SCIENCES | $161,160 | $156,387 |
| GOLDMAN SACHS GROUP | $250,018 | $250,591 |
| IBM CORP | $241,172 | $251,730 |
| JPMORGAN CHASE | $266,390 | $259,284 |
| LLOYDS TSB HAN | $224,040 | $208,067 |
| PROSPECT CAPITAL CO | $250,018 | $251,022 |
| US BANK CORP | $248,112 | $256,328 |
| WAL MART STORES | $262,020 | $252,877 |
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 | $744,856 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $720,139 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN FD BALANCED | AT COST | $1,500,612 | $1,757,229 |
| ARTISAN INTL FUND | AT COST | $144,400 | $161,818 |
| ARTISAN MID CAP FUND | AT COST | $471,600 | $353,648 |
| DELAWARE VALUE CL A | AT COST | $404,209 | $505,556 |
| DISCOVER BANK | AT COST | $150,018 | $150,181 |
| FIRST TR EXCH TRADED FD | AT COST | $199,708 | $250,700 |
| FRANKLIN UTILITIES FD CL | AT COST | $104,615 | $135,469 |
| FROST TOTAL RETURN BD | AT COST | $915,625 | $913,872 |
| GOLDMAN SACHS MULTI MGR | AT COST | $255,960 | $245,604 |
| INVESCO QQQ TRUST | AT COST | $591,201 | $1,453,189 |
| ISHARES CORE S&P SMALL CAP ETF | AT COST | $365,905 | $344,120 |
| ISHARES GOLD TRUST | AT COST | $176,032 | $210,323 |
| ISHARES RUSSELL 1000 VALUE ETF | AT COST | $399,956 | $534,729 |
| ISHARES RUSSELL ETF MIDCAP | AT COST | $470,366 | $753,597 |
| ISHARES SILVER TRUST | AT COST | $172,877 | $147,868 |
| ISHARES TR RUSSELL 1000 | AT COST | $743,053 | $1,305,142 |
| ISHARES TR RUSSELL 3000 | AT COST | $199,676 | $349,649 |
| ISHARES TRUST TECHNOLOGY | AT COST | $188,547 | $507,301 |
| ISHARES US UTILITIES ETF | AT COST | $99,896 | $111,004 |
| OAKMARK INTL FD CLASS | AT COST | $788,800 | $759,985 |
| POWERSHARES DYNAMIC LARGE CAP VALUE | AT COST | $59,178 | $88,282 |
| SCHWAB GOVERNMENT MONEY | AT COST | $709,491 | $709,491 |
| SCHWAB HEALTH CARE FUND | AT COST | $198,900 | $214,502 |
| SCHWAB INTL INDEX FUND | AT COST | $23,300 | $24,260 |
| SCHWAB SMALL CAP INDEX | AT COST | $144,200 | $150,938 |
| SCHWAB US BRD MRK ETF | AT COST | $1,641,836 | $1,683,672 |
| SCHWAB US LARGE CAP ETF | AT COST | $182,932 | $322,986 |
| SCHWAB US MID-CAP ETF | AT COST | $39,301 | $65,263 |
| SCHWAB US SMALL CAP ETF | AT COST | $322,995 | $356,945 |
| VANGUARD CONSUMER STAPLES ETF | AT COST | $99,881 | $112,195 |
| VANGUARD DIVIDEND APPRECIATION ETF | AT COST | $339,998 | $518,586 |
| VANGUARD FINANCIALS | AT COST | $335,329 | $546,546 |
| VANGUARD HEALTH CARE | AT COST | $250,107 | $356,636 |
| WELLTOWER INC | AT COST | $292,473 | $436,705 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $14,003 | LegalFeesAmt |
| Net Investment Income | $14,003 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $100 | $100 | $0 |
| COMPUTER NETWORK EXPENSE | $12,461 | $12,461 | $0 |
| INSURANCE | $7,167 | $7,167 | $0 |
| INTERNET | $1,735 | $1,735 | $0 |
| INVESTMENT ADVISORY FEES | $98,563 | $98,563 | $0 |
| OFFICE EXPENSE | $237 | $237 | $0 |
| PAYROLL PROCESSING FEES | $1,423 | $1,423 | $0 |
| TELEPHONE | $2,410 | $2,410 | $0 |
| DIRECTOR FEES | $45,000 | $45,000 | $0 |
| WEBSITE FEES | $505 | $505 | $0 |
| IT & DOCUMENT STORAGE | $923 | $923 | $0 |
| SUPPLIES | $1,087 | $1,087 | $0 |
| OFFICE RELOCATION EXPENSES | $4,260 | $4,260 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| RETIREMENT PLAN PAYABLE | $600 | $0 |
| FEDERAL WITHHOLDINGS TAX PAYABLE | $6,000 | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $5,878 | $5,878 | $0 |
| PAYROLL TAXES | $4,945 | $4,945 | $0 |