SCOTT R MACKENZIE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT R MACKENZIE FOUNDATION INC (EIN 46-3383293)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-14
- IRS object ID
- 201721959349100117
- Schema version
- 2016v3.0
- 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 Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-14T16:08:59-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | KRESGE PLATT & ABARE CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Plantation Island Dr | 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 | 2016-01-01 | 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 | 2017-07-08 | 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 | 2017-07-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.79.81.212 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-08 | IPDt |
| IP Tm | 09:26:43 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C0D0393546029A14572ED2DB52071A09F2EFCA1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,989,187 | 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 | $120,632 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95,632 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $241,455 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,455 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,078 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,550,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,078 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,261 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,261 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $570,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $545,426 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $109,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,200 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,200 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $73,173 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $73,173 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,412 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,981 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,981 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,646 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,646 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $129,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129,491 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $376,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $376,973 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $994,316 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $994,316 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,371,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $376,973 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $994,316 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$800,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,246 | CashBOYAmt |
| Cash EOY | $225,588 | CashEOYAmt |
| Cash EOYFMV | $225,588 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,332,540 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,863,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,863,625 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $9,836 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,151 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,151 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $628,405 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,175,858 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,144,861 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $2,302,680 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,052,662 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,043,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,055,443 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,317,082 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,696,641 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,302 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,981 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $7,321 | LandEOYAmt |
| Land EOYFMV | $7,321 | LandEOYFMVAmt |
| Total Assets BOY | $19,451,150 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,650,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,989,187 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,375 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,375 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,375 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,375 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $19,447,775 | UnrestrictedBOYAmt |
| Unrestricted EOY | $18,646,912 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,447,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,646,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,451,150 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,650,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,447,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$800,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,646,912 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,646,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PR Elec Pwr Authority | P | 2014-01-15 | 2016-07-01 | $100,000 | $100,000 | $0 | $0 |
| Compass Bank | P | 2015-05-14 | 2016-06-20 | $250,000 | $250,000 | $0 | $0 |
| Synchrony Bank | P | 2013-11-22 | 2016-12-06 | $80,000 | $80,000 | $0 | $0 |
| Ally Bank | P | 2013-11-22 | 2016-11-28 | $80,000 | $80,000 | $0 | $0 |
| Ford Motor Credit | P | 2013-11-25 | 2016-11-20 | $250,000 | $250,000 | $0 | $0 |
| Safra Natl Bk New | P | 2015-05-19 | 2016-09-01 | $150,000 | $150,000 | $0 | $0 |
| Grant County Bank | P | 2015-06-22 | 2016-05-02 | $150,000 | $150,000 | $0 | $0 |
| Medical Properties REIT | P | 2013-12-11 | 2016-05-11 | $340,661 | $284,394 | $56,267 | $56,267 |
| Capital Gains Dividends | P | $149,811 | $149,811 | $149,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,078 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $996,943 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,941,177 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049994 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $391,628 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,065,765 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.019517 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,627,059 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.069511 | TotalDistributionRt |
| Average Distribution | 0.023170 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,041,037 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $441,181 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,685 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $442,866 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $994,316 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,685 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,685 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,836 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,836 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,151 | OverpaymentAmt |
| Applied To ES Tax | $8,151 | 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 | Kresge Platt Abare CPAs LLC | 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 |
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 | $15,000 | $0 | $0 |
| Carolyn Tucker | ||||||||
| 4237 Salisbury Road Bldg 1 130 | jacksonville | FL | 32216 | Exec. Director | 40.00 | $64,000 | $1,200 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Madden Advisory Services LLC | ||||||
| 5200 Belfort Road Suite 410 | Jacksonville | FL | 322561459 | Investment Advisory | $95,826 | |
| Brant Reiter McCormick & Johnson PA | ||||||
| 135 W Bay Street Suite 400 - 4th | Jacksonville | FL | 322023806 | Legal Services | $73,173 | Floor |
| 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 | $17,398,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,906,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,807 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,331,002 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,331,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $289,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,041,037 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $952,052 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $952,052 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,685 | TotalTaxAmt |
| Distributable Before Adj | $950,367 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $950,367 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $950,367 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $994,316 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $994,316 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,685 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $992,631 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $950,367 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $994,316 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $994,316 | QualifyingDistributionsAmt |
| Applied To Year1 | $994,316 | 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 | $950,367 | 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 (5 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. | $197,425 |
| UF Health College of Medicine | ||||||
| 1329 SW 16th St Suite 3150 | Gainesville | FL | 32608 | Public | The Benefactor desires that Grantee shall use the funds to support the development and characterization of a new mechanism in mice with the potential to reverse the scarring process in the diabetic kidney. | $124,297 |
| uf Health College of Medicine | ||||||
| 1329 SW 16th St Suite 3150 | Gainesville | FL | 32608 | public | The Benefactor desires that Grantee shall use the funds to support the proposed Platelet inhibitory profiles of prasugrel versus ticagrelor in patients with VYP2C19 loss-of-function genotypes undergoing coronary intervention study. | $125,000 |
| The Jackson Laboratory | ||||||
| 10 Discovery Drive | Farmington | CT | 06032 | public | The Benefactor desires that Grantee shall use the funds to support the identification of a potentially curative regimen for tandem duplicator phenotype triple negative breast cancer to be tested in a panel of human triple negative breast cancer tumors growing in mice. | $197,594 |
| The Jackson Laboratory | ||||||
| 10 Discovery Drive | farmington | CT | 06032 | public | The Benefactor desires that Grantee shall use the funds to support a study where patients will be recruited to contribute tumor and gut microbe samples for sequencing to identify involved microbes, and will also develop a mouse model for testing candidates that will have broad utility beyond the scope of this specific project. | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $994,316 | 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 | $120,632 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $241,455 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,078 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $570,426 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $570,426 | 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 | $40,070 | Amt |
| Net Investment Income | $40,070 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Time Warner Cable | $102,518 | $105,934 |
| Credit Suisse | $200,018 | $201,345 |
| Royal Bank of CAnada | $250,018 | $248,197 |
| General Electric | $250,018 | $253,063 |
| Prospect Capital Co | $250,018 | $242,475 |
| Prospect Cap Co | $250,018 | $249,583 |
| Caterpillar Finl | $250,018 | $242,733 |
| Goldman Sachs Group | $250,018 | $250,852 |
| HSBC USA, Inc Step | $250,018 | $248,818 |
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 | $1,175,858 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,144,861 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (44 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Compass Bank | AT COST | $0 | $0 |
| Schwab Intl Index Fund | AT COST | $23,300 | $20,045 |
| Schwab US Mid-Cap ETF | AT COST | $39,301 | $48,988 |
| Powershares Dynamic Large Cap Value | AT COST | $59,178 | $71,992 |
| GE Capital Bank | AT COST | $80,018 | $80,019 |
| GE Capital Retail Bank | AT COST | $80,018 | $80,227 |
| GE Capital Bank | AT COST | $80,018 | $80,015 |
| GE Capital Retail Bank | AT COST | $80,018 | $80,511 |
| GE Capital Bank | AT COST | $80,018 | $80,057 |
| Franklin Utilities Fd CL | AT COST | $104,615 | $108,387 |
| Schwab US Small Cap ETF | AT COST | $104,879 | $127,571 |
| Schwab Small Cap Index | AT COST | $144,200 | $145,651 |
| Artisan Intl Fund | AT COST | $144,400 | $124,599 |
| Discover Bank | AT COST | $150,018 | $150,148 |
| Powershs DB Commodity Index | AT COST | $155,232 | $97,337 |
| Ishares Silver Trust | AT COST | $172,877 | $133,950 |
| Ishares Gold Trust | AT COST | $176,032 | $160,715 |
| Schwab US Large Cap ETF | AT COST | $182,931 | $223,958 |
| Schwab Health Care Fund | AT COST | $198,900 | $179,915 |
| Ishares Tr Russell 3000 | AT COST | $199,676 | $246,678 |
| First Tr Exch Traded Fd | AT COST | $199,708 | $229,208 |
| Ishares Trust Technology | AT COST | $200,013 | $278,379 |
| Columbia Acorn Fund | AT COST | $249,000 | $92,286 |
| Goldman Sachs Bk | AT COST | $250,018 | $250,187 |
| Medallion Bank | AT COST | $250,018 | $249,789 |
| United Bankers | AT COST | $250,018 | $249,996 |
| Vanguard Health Care | AT COST | $250,106 | $235,792 |
| Goldman Sachs Multi Mgr | AT COST | $254,485 | $238,553 |
| Welltower Inc | AT COST | $293,854 | $357,406 |
| Vanguard Dividend | AT COST | $339,998 | $354,347 |
| Sector SPDR Engy Select | AT COST | $349,998 | $262,340 |
| Ishares Tr Cohen & Steer | AT COST | $398,623 | $516,135 |
| Ishares Russell | AT COST | $399,956 | $438,934 |
| Vanguard Financials | AT COST | $400,009 | $507,264 |
| Delaware Value CL A | AT COST | $404,209 | $443,573 |
| Ishares Russell ETF Midcap | AT COST | $470,366 | $565,198 |
| Artisan Mid Cap Fund | AT COST | $471,600 | $366,127 |
| Ishares Tr MSCI EAFE | AT COST | $539,850 | $478,293 |
| Janus Balanced Fd Cl T | AT COST | $570,558 | $560,106 |
| Powershs QQQ Trust | AT COST | $591,201 | $809,811 |
| Ishares Tr Russell 1000 | AT COST | $743,053 | $910,425 |
| Oakmark Intl Fd Class | AT COST | $788,800 | $691,449 |
| Oakmark Equity & Income | AT COST | $895,400 | $840,726 |
| American Fd Balanced | AT COST | $1,500,612 | $1,529,554 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $73,173 | LegalFeesAmt |
| Net Investment Income | $73,173 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $125 | $125 | $0 |
| Computer Network Expense | $21,529 | $21,529 | $0 |
| Insurance | $6,954 | $6,954 | $0 |
| Internet | $561 | $561 | $0 |
| Investment Advisory Fees | $95,826 | $95,826 | $0 |
| Licenses | $61 | $61 | $0 |
| Office Expense | $1,252 | $1,252 | $0 |
| Payroll Processing Fees | $1,231 | $1,231 | $0 |
| Telephone | $1,217 | $1,217 | $0 |
| Utilities | $518 | $518 | $0 |
| Website Design | $217 | $217 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,261 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Taxes | $1,685 | $1,685 | $0 |
| Payroll Taxes | $5,727 | $5,727 | $0 |