2017-07-14T16:08:59-05:00 2016-12-31 320025877 KRESGE PLATT & ABARE CPAs LLC 1200 Plantation Island Dr St Augustine FL 32080 990PF 2016-01-01 463383293 Scott R MacKenzie Foundation Inc SCOT 8558166858 PO Box 550750 Jacksonville FL 322550750 Scott R MacKenzie Director 8558166858 2017-07-08 1 William T Abare III CPA P00120073 9044600747 2017-07-08 50.79.81.212 2017-07-08 09:26:43 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9C0D0393546029A14572ED2DB52071A09F2EFCA1 2016 2021-01-29 14:40:06Z X X 18989187 X X 120632 95632 241455 241455 206078 1550472 206078 2261 2261 570426 545426 109000 109000 0 1200 1200 0 73173 73173 0 40070 40070 0 7412 7412 0 10981 10981 5646 5646 0 129491 129491 0 376973 376973 0 994316 994316 1371289 376973 994316 -800863 168453 122246 225588 225588 2332540 1863625 1863625 9836 8151 8151 628405 1175858 1144861 2302680 2052662 2043000 14055443 13317082 13696641 18302 10981 0 7321 7321 19451150 18650287 18989187 3375 3375 3375 3375 X 19447775 18646912 19447775 18646912 19451150 18650287 19447775 -800863 0 18646912 0 18646912 PR Elec Pwr Authority P 2014-01-15 2016-07-01 100000 100000 0 0 Compass Bank P 2015-05-14 2016-06-20 250000 250000 0 0 Synchrony Bank P 2013-11-22 2016-12-06 80000 80000 0 0 Ally Bank P 2013-11-22 2016-11-28 80000 80000 0 0 Ford Motor Credit P 2013-11-25 2016-11-20 250000 250000 0 0 Safra Natl Bk New P 2015-05-19 2016-09-01 150000 150000 0 0 Grant County Bank P 2015-06-22 2016-05-02 150000 150000 0 0 Medical Properties REIT P 2013-12-11 2016-05-11 340661 284394 56267 56267 Capital Gains Dividends P 149811 149811 149811 206078 0 996943 19941177 0.049994 391628 20065765 0.019517 0 19627059 0.000000 0.069511 0.023170 19041037 441181 1685 442866 994316 X 1685 0 1685 0 1685 9836 9836 8151 8151 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 www.scottrmackenziefoundation.com Kresge Platt Abare CPAs LLC 9044600747 4237 Salisbury Road 100 Jacksonville FL 32216 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 15000 0 0 Lawrence B Mackenzie 4237 Salisbury Road Bldg 1 130 Jacksonville FL 32216 Director 5.00 15000 0 0 Gerardo Cruz 4237 Salisbury Road Bldg 1 130 Jacksonville FL 32216 Director 6.00 15000 0 0 Carolyn Tucker 4237 Salisbury Road Bldg 1 130 jacksonville FL 32216 Exec. Director 40.00 64000 1200 0 NONE 0 Madden Advisory Services LLC 5200 Belfort Road Suite 410 Jacksonville FL 322561459 Investment Advisory 95826 Brant Reiter McCormick & Johnson PA 135 W Bay Street Suite 400 - 4th Floor Jacksonville FL 322023806 Legal Services 73173 0 0 17398687 1906508 25807 19331002 0 0 19331002 289965 19041037 952052 952052 1685 1685 950367 0 950367 0 950367 994316 0 994316 1685 992631 950367 994316 0 0 994316 994316 0 0 0 0 0 0 0 0 0 0 0 950367 0 0 0 Scott R Mackenzie Carolyn Tucker Executive Director PO Box 550750 Jacksonville FL 322550750 8558166858 info@scottrmackenziefoundation.com An eligible 501(c)(3) organization can go to www.scottrmackenziefoundation.com and follow the instructions for applying for a grant. Initial grant application: April 30th; final grant application: June 30th Funding is available for American-based organizations with a mission to find a cure for: Cancer Lung disease (including asthma) Diabetes Heart disease 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. 197425 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. 124297 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. 125000 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. 197594 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. 350000 994316 0 14 120632 14 241455 01 2261 18 206078 0 570426 0 570426 0 0 0 0 0 0 0 0 0 0 Accounting 40070 40070 0 Time Warner Cable 102518 105934 Credit Suisse 200018 201345 Royal Bank of CAnada 250018 248197 General Electric 250018 253063 Prospect Capital Co 250018 242475 Prospect Cap Co 250018 249583 Caterpillar Finl 250018 242733 Goldman Sachs Group 250018 250852 HSBC USA, Inc Step 250018 248818 0 0 1175858 1144861 Compass Bank AT COST 0 0 Schwab Intl Index Fund AT COST 23300 20045 Schwab US Mid-Cap ETF AT COST 39301 48988 Powershares Dynamic Large Cap Value AT COST 59178 71992 GE Capital Bank AT COST 80018 80019 GE Capital Retail Bank AT COST 80018 80227 GE Capital Bank AT COST 80018 80015 GE Capital Retail Bank AT COST 80018 80511 GE Capital Bank AT COST 80018 80057 Franklin Utilities Fd CL AT COST 104615 108387 Schwab US Small Cap ETF AT COST 104879 127571 Schwab Small Cap Index AT COST 144200 145651 Artisan Intl Fund AT COST 144400 124599 Discover Bank AT COST 150018 150148 Powershs DB Commodity Index AT COST 155232 97337 Ishares Silver Trust AT COST 172877 133950 Ishares Gold Trust AT COST 176032 160715 Schwab US Large Cap ETF AT COST 182931 223958 Schwab Health Care Fund AT COST 198900 179915 Ishares Tr Russell 3000 AT COST 199676 246678 First Tr Exch Traded Fd AT COST 199708 229208 Ishares Trust Technology AT COST 200013 278379 Columbia Acorn Fund AT COST 249000 92286 Goldman Sachs Bk AT COST 250018 250187 Medallion Bank AT COST 250018 249789 United Bankers AT COST 250018 249996 Vanguard Health Care AT COST 250106 235792 Goldman Sachs Multi Mgr AT COST 254485 238553 Welltower Inc AT COST 293854 357406 Vanguard Dividend AT COST 339998 354347 Sector SPDR Engy Select AT COST 349998 262340 Ishares Tr Cohen & Steer AT COST 398623 516135 Ishares Russell AT COST 399956 438934 Vanguard Financials AT COST 400009 507264 Delaware Value CL A AT COST 404209 443573 Ishares Russell ETF Midcap AT COST 470366 565198 Artisan Mid Cap Fund AT COST 471600 366127 Ishares Tr MSCI EAFE AT COST 539850 478293 Janus Balanced Fd Cl T AT COST 570558 560106 Powershs QQQ Trust AT COST 591201 809811 Ishares Tr Russell 1000 AT COST 743053 910425 Oakmark Intl Fd Class AT COST 788800 691449 Oakmark Equity & Income AT COST 895400 840726 American Fd Balanced AT COST 1500612 1529554 Legal 73173 73173 0 Bank Charges 125 125 0 Computer Network Expense 21529 21529 0 Insurance 6954 6954 0 Internet 561 561 0 Investment Advisory Fees 95826 95826 0 Licenses 61 61 0 Office Expense 1252 1252 0 Payroll Processing Fees 1231 1231 0 Telephone 1217 1217 0 Utilities 518 518 0 Website Design 217 217 0 Other Investment Income 2261 2261 0 Excise Taxes 1685 1685 0 Payroll Taxes 5727 5727 0