Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
SCOTT R MACKENZIE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 550750
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, FL32204
A Employer identification number

46-3383293
B Telephone number (see instructions)

(855) 816-6858
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$24,535,320J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 179,181 179,181  
4 Dividends and interest from securities... 309,704 309,704  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 509,746
b Gross sales price for all assets on line 6a 3,804,811
7 Capital gain net income (from Part IV, line 2)... 509,746
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 998,631 998,631  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 128,788 128,788   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,864 3,864   0
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,279 4,279   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
22,208 22,208   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,420 6,420   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
245,414 245,414   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 410,973 410,973   0
25 Contributions, gifts, grants paid....... 960,916 960,916
26 Total expenses and disbursements. Add lines 24 and 25 1,371,889 410,973   960,916
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -373,258
b Net investment income (if negative, enter -0-) 587,658
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 62,435 73,128 73,128
2 Savings and temporary cash investments......... 377,577 270,879 270,879
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,875,511 Click to see attachment
List of Attached Documents:
// Content
3,418,466 		3,409,131
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 262,868 Click to see attachment
List of Attached Documents:
// Content
359,816 		367,900
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,437,294 Click to see attachment
List of Attached Documents:
// Content
8,534,278 		20,359,933
14 Land, buildings, and equipment: basis right arrow18,302
Less: accumulated depreciation (attach schedule) right arrow18,302      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
61,902 		Click to see attachment
List of Attached Documents:
// Content
54,349 		Click to see attachment
List of Attached Documents:
// Content
54,349
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,077,587 12,710,916 24,535,320
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
15,400 		Click to see attachment
List of Attached Documents:
// Content
21,987
23 Total liabilities (add lines 17 through 22)......... 15,400 21,987
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 13,062,187 12,688,929
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 13,062,187 12,688,929
30 Total liabilities and net assets/fund balances (see instructions). 13,077,587 12,710,916
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,062,187
2
Enter amount from Part I, line 27a .....................
2
-373,258
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,688,929
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,688,929
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 796,231   813,060 -16,829
b 3,008,566   2,482,005 526,561
c 14     14
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -16,829
b       526,561
c       14
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 509,746
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,168
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,168
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,168
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,855
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,855
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 60
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,627
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,627 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SCOTTRMACKENZIEFOUNDATION.COM
14
The books are in care ofright arrowABARE KRESGE ASSOCIATES CPAS LL Telephone no.right arrow (904) 460-0747

Located atright arrow4237 SALISBURY ROAD 100JACKSONVILLEFL ZIP+4right arrow32216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SCOTT R MACKENZIE DIRECTOR
5.00 		0 0 0
4237 SALISBURY ROAD BLDG 1 130
JACKSONVILLE,FL32216
MELINDA A MACKENZIE DIRECTOR
3.00 		0 0 0
4237 SALISBURY ROAD BLDG 1 130
JACKSONVILLE,FL32216
LAWRENCE B MACKENZIE DIRECTOR
5.00 		0 0 0
4237 SALISBURY ROAD BLDG 1 130
JACKSONVILLE,FL32216
JULIAN FANT DIRECTOR
6.00 		0 0 0
4237 SALISBURY ROAD BLDG 1 130
JACKSONVILLE,FL32216
CAROLYN TUCKER EXEC. DIRECTOR
40.00 		0 0 0
4237 SALISBURY ROAD BLDG 1 130
JACKSONVILLE,FL32216
PAULA SPRAGUE DIRECTOR
5.00 		0 0 0
4237 SALISBURY ROAD BLDG 1 130
JACKSONVILLE,FL32216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
CAROLYN K TUCKER MANAGER
40.00 		128,788 0 0
4236 MELROSE AVE
JACKSONVILLE,FL32210
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NORTHERN TRUST INVESTMENT ADVISORY 111,679
50 SOUTH LASALLE ST
CHICAGO,IL60675
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
24,025,454
b
Average of monthly cash balances.......................
1b
90,224
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
24,115,678
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
24,115,678
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
361,735
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,753,943
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,187,697
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,187,697
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,168
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,168
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,179,529
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,179,529
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,179,529
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
960,916
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
960,916
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,179,529
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 913,662
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 960,916
a Applied to 2023, but not more than line 2a 913,662
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 47,254
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,132,275
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
SCOTT R MACKENZIE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CAROLYN TUCKER EXECUTIVE DIRECTOR
PO BOX 550750
JACKSONVILLE,FL322550750
(855) 816-6858
INFO@SCOTTRMACKENZIEFOUNDATION.COM
bThe form in which applications should be submitted and information and materials they should include:
AN ELIGIBLE 501(C)(3) ORGANIZATION CAN GO TO WWW.SCOTTRMACKENZIEFOUNDATION.COM AND FOLLOW THE INSTRUCTIONS FOR APPLYING FOR A GRANT.
cAny submission deadlines:
INITIAL GRANT APPLICATION: APRIL 30TH; FINAL GRANT APPLICATION: JUNE 30TH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FUNDING IS AVAILABLE FOR AMERICAN-BASED ORGANIZATIONS WITH A MISSION TO FIND A CURE FOR: CANCER LUNG DISEASE (INCLUDING ASTHMA) DIABETES HEART DISEASE
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

HMH HOSPITALS CORPORATION

343 THORNALL ST
EDISON,NJ08837 		  PUBLIC YEAR 2 FUNDING - THIS PROJECT SEEKS TO FOCUS ON QUANTIFYING SELECTIVE PRESSURES APPLIED BY NUCLEOTIDE DEPLETION AND GENOMIC STRESS IN ORDER TO DISSECT THE EVOLUTIONARY DYNAMICS OF CANCER CELLS ACROSS MULTIPLE TUMOR TYPES, INCLUDING LEUKEMIA, LYMPHOMA, MYELOMA, COLORECTAL CANCER, MELANOMA, AND RETINOBLASTOMA. 150,000

MOUNT DESERT ISLAND BIOLOGICAL LABORATORY

159 OLD BAR HARBOR RD
BAR HARBOR,ME04609 		  PUBLIC THIS PROJECT SEEKS TO CONTINUE THE PROJECT AWARDED IN 2022 TO ESTABLISH A NOVEL TREATMENT STRATEGY FOR DIABETIC KIDNEY DISEASE. PREVIOUS SUPPORT FROM THE MACKENZIE FOUNDATION IS ALLOWING MDI BIO LAB TO UNDERSTAND THE STRUCTURE AND FUNCTIONAL PARTS OF THE HPA2 MOLECULE AND ESTABLISH A BASELINE FROM WHICH TO FULLY UNDERSTAND ITS FUNCTION. BASED ON THIS ONGOING WORK, MDI BIO LAB NOW SEEKS TO INVESTIGATE THE EFFECT OF DIABETES IN A MODEL ORGANISM OF AGING (AFRICAN TURQUOISE KILLIFISH). SIMULTANEOUSLY, MDI BIO LAB ALSO PROPOSES TO USE THIS MODEL TO STUDY THE LOSS OF PERITUBULAR CAPILLARIES OBSERVED DURING KIDNEY AGING. 450,000

UNIVERSITY OF FLORIDA FOUNDATION

PO BOX 14425
GAINESVILLE,FL32604 		  PUBLIC YEAR 2 FUNDING - THIS PROJECT SEEKS TO DEFINE TREATMENT REGIMENS OF BLOOD THINNING MEDICATIONS ASSOCIATED WITH REDUCED RISK OF RECURRENT HEART ATTACKS, WHICH MAY INCLUDE THE USE OF THE MORE POTENT BLOOD THINNER TICAGRELOR ALSO IN PATIENTS WITH STABLE CORONARY ARTERY DISEASE. 125,000

UNIVERSITY OF FLORIDA FOUNDATION

PO BOX 14425
GAINESVILLE,FL32604 		  PUBLIC YEAR 2 FUNDING - THIS PROJECT SEEKS TO IDENTIFY DEPENDENCIES OF TUMOR CELLS IN DEEP MARGINS BY PERFORMING SINGLE-CELL SEQUENCING ON LARGER COHORT OF TUMORS THE GRANTEE COLLECTED (N=28) AND TESTING THEIR FINDINGS IN MODEL SYSTEMS. THUS, THE STUDY WOULD OPEN NEW AVENUES FOR THERAPIES TARGETING SPECIFIC TRAITS WITHIN TUMOR CELLS DRIVING RECURRENCE, AND FOR IMPROVED STRATEGIES RELEASING THE HOST IMMUNE SYSTEM AGAINST GLIOBLASTOMA. 149,345

UNIVERSITY OF MIAMI COLLEGE OF MEDICINE

1320 S DIXIE HWY
CORAL GABLES,FL33146 		  PUBLIC YEAR 2 FUNDING - THIS PROJECT SEEKS TO UTILIZE GENERATIVE ADVERSARIAL NETWORK (GAN) MODELS TO CREATE HIGH-QUALITY SYNTHETIC IMAGES REPRESENTING VARIOUS PROSTATE CANCER (PCA) GRADES. THESE IMAGES WILL BE TAILORED TO ACCOUNT FOR THE MORPHOLOGICAL AND GENOMIC GRANULARITY ASSOCIATED WITH EACH GLEASON GRADE WHILE REQUIRING SIGNIFICANTLY SMALLER TRAINING DATA SAMPLES. PRELIMINARY DATA INDICATES THAT THIS APPROACH CONSIDERABLY ENHANCES AI MODELS' PROGNOSTIC CAPABILITIES FOR PCA. 86,571
Total .................................right arrow 3a 960,916
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 179,181  
4 Dividends and interest from securities ....     14 309,704  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 509,732 14 14  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 509,732 488,899 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
998,631
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
SCOTT R MACKENZIE FOUNDATION INC
EIN:
46-3383293
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES TR BROAD USD HIGH YIELD CORP BD 359,816 367,900

TY 2024 InvestmentsGovtObligationsSch
Name:
SCOTT R MACKENZIE FOUNDATION INC
EIN:
46-3383293
US Government Securities - End of Year Book Value:

3,418,466
US Government Securities - End of Year Fair Market Value:

3,409,131
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
SCOTT R MACKENZIE FOUNDATION INC
EIN:
46-3383293
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PRIVATE EQUITY STRATEGIC OPP FUND AT COST 125,000 158,085
ISHARES GOLD TRUST AT COST 1 424,548
3I GROUP AT COST 2,253 7,300
3M AT COST 15,922 15,620
ABBOTT LABS AT COST 12,039 12,895
ABBVIE AT COST 8,476 17,237
ACCENTURE PLC AT COST 15,528 15,831
ACCUITY BRANDS AT COST 12,990 14,899
ADOBE AT COST 8,978 8,004
AFFILIATED MANAGERS AT COST 10,645 11,095
AFLAC AT COST 6,402 6,000
AIB GROUP AT COST 5,005 4,702
ALLISON TRANSISSION AT COST 12,894 15,020
ALPHABET AT COST 69,469 80,453
ALTRIA GROUP AT COST 9,219 8,942
AMAZON AT COST 33,066 62,746
AMDOCS AT COST 2,331 2,299
AMERICAN INTL GROUP AT COST 940 946
AMGEN AT COST 11,183 13,553
APP LOVIN AT COST 6,037 21,049
APPLE AT COST 98,775 150,753
APPLIED MATERIALS AT COST 17,465 15,938
ASE TECHNOLOGY HOLDING CO AT COST 6,146 8,358
ASSURED GUARANTY AT COST 12,895 14,492
AT&T AT COST 14,887 15,506
AUTOMATIC DATA PROCESSING AT COST 8,121 8,489
BAE SYS AT COST 4,928 7,545
BANK NEW YORK AT COST 15,216 17,133
BANK OF AMERICA AT COST 16,144 21,975
BCE AT COST 3,101 1,739
BERKSHIRE HATHAWAY AT COST 27,677 33,543
BHP GROUP AT COST 906 781
BLOCK H AND R AT COST 5,597 4,914
BNP PARIBAS AT COST 5,293 5,465
BOOKING HOLDINGS AT COST 15,637 19,874
BRIGHTHOUSE AT COST 5,739 6,005
BRITISH AMERICAN TOBACCO AT COST 7,653 7,845
BROADCOM AT COST 20,268 31,762
CAPITAL ONE AT COST 4,555 5,528
CARNIVAL AT COST 2,160 2,841
CATEPILLAR AT COST 13,577 13,785
CDW AT COST 1,979 1,914
CENCORA INC AT COST 12,712 12,133
CISCO AT COST 18,239 20,779
CITIGROUP AT COST 7,706 8,658
COCA COLA AT COST 9,622 11,518
COCA COLA EUROPACIFIC AT COST 7,053 8,680
COCA COLA FEMSA AT COST 5,984 7,789
COMCAST AT COST 4,552 4,316
COMPANGNIE DE ST GOBAIN AT COST 3,096 5,347
CONSOLIDATED EDISON AT COST 4,730 4,729
CONSTELLATION ENERGY AT COST 3,344 3,803
CORE AND MAIN AT COST 4,790 5,447
COREBRIDGE AT COST 4,574 4,579
COSTCO AT COST 3,902 7,330
CUMMINS AT COST 10,637 11,852
DAVITA AT COST 2,566 2,542
DEUTSCHE POST AT COST 3,664 3,141
DEUTSCHE TELEKOM AT COST 5,687 9,074
DIAGEO PLC AT COST 4,040 4,068
DNB BK AT COST 5,921 6,408
DOMINOS AT COST 828 840
DOXIMITY AT COST 3,459 5,019
EAGLE MATLS AT COST 4,640 4,442
EBAY AT COST 13,714 14,372
ECO LAB AT COST 2,847 2,812
EDISON INTL AT COST 476 479
ELI LILLY AT COST 9,291 9,264
EMCOR GROUP AT COST 1,572 1,816
ENEL SOCIETA PER AZIONI AT COST 7,227 8,000
EOG RESOURCES AT COST 4,967 4,781
EQUITY RESIDENTIAL AT COST 11,184 11,051
EXELON CORP AT COST 6,020 5,947
EXPEDIA AT COST 1,530 2,050
EXPEDITORS INTL AT COST 1,697 1,551
EXXON MOBIL AT COST 6,772 21,837
FIDELITY NATL AT COST 11,380 11,146
FIRST ENERGY AT COST 5,074 4,893
GE AEROSPACE AT COST 1,948 2,001
GE HEALTHCARE AT COST 11,101 10,632
GEN DIGITAL AT COST 7,598 7,858
GENERAL MILLS AT COST 8,548 8,928
GENERAL MOTORS AT COST 294 320
GLENSORE PLC AT COST 208 157
GLOBAL PAYMENTS INC AT COST 809 784
GO DADDY AT COST 1,948 2,171
GOLDMAN SACHS GROUP AT COST 11,768 14,316
GRAINGER WW INC AT COST 2,369 4,216
HAIER SMART HOME AT COST 4,958 4,032
HARLEY DAVIDSON AT COST 1,392 1,265
HOME DEPOT AT COST 14,895 19,450
HOST HOTELS AT COST 576 561
IBERDROLA SA AT COST 8,181 9,098
IBM AT COST 7,627 7,474
INGREDION AT COST 10,466 10,592
INTL FLAVORS AT COST 1,427 1,437
INTUIT AT COST 4,980 5,028
INVESCO QQQ TRUST AT COST 385,304 2,300,535
ISHARES CORE S&P MID-CAP ETF AT COST 302,620 685,410
ISHARES CORE S&P TOTAL US STOCK EFT AT COST 932,272 2,263,712
ISHARES RUSSEL 1000 ETF AT COST 743,053 2,356,600
ISHARES RUSSEL 2000 ETF AT COST 513,503 1,064,806
ISHARES RUSSELL 3000 ETF AT COST 199,676 620,034
ISHARES RUSSELL MID-CAP ETF AT COST 470,366 1,117,376
ISHARES US TECHNOLOGY AT COST 86,119 638,080
JABL INC AT COST 3,169 4,173
JANUS HENDERSON AT COST 941 1,063
JOHNSON & JOHNSON AT COST 18,078 16,342
JONES LANG LASALLE AT COST 9,444 9,366
JP MORGAN CHASE AT COST 28,091 35,957
JULIUS BAER BROUP LTD AT COST 5,234 5,679
KELLANOVA AT COST 5,008 5,020
KIMBERLY CLARK AT COST 14,315 13,759
KLA CORP AT COST 7,420 7,561
KOMATSU LTD AT COST 6,731 6,830
KROGER AT COST 11,972 13,698
KYNDRYL AT COST 1,280 1,868
LAM RESH AT COST 7,516 7,295
LANDSTAR AT COST 3,469 3,265
LAS VEGAS SANDS AT COST 546 719
LEIDOS HOLDINGS AT COST 7,451 6,771
LOCKHEED MARTIN CORP AT COST 15,240 20,409
LOWES AT COST 5,733 6,910
LYONDELLBASELL INDUST AT COST 8,907 7,947
MARATHON PETE AT COST 12,340 11,997
MASCO CORP AT COST 13,004 12,119
MCKESSON AT COST 11,802 11,398
MEDPLACE HLDGS AT COST 3,052 2,990
MEDRONTIC AT COST 4,695 4,234
MERCEDES-BENZ GORUP AG AT COST 5,711 4,105
MERCK & CO AT COST 17,328 22,383
META PLATFORMS AT COST 41,705 48,597
METILER TOLEDO AT COST 2,455 2,447
MGIC INVT AT COST 12,039 11,547
MICHELIN COMPAGNIE AT COST 4,161 4,311
MICROSOFT AT COST 89,750 121,392
MS AND AD INSURANCE AT COST 6,476 10,384
MUNICH RE GROUP AT COST 4,342 9,469
NESTLE SA AT COST 8,561 6,291
NETAPP AT COST 9,124 8,822
NETFLIX AT COST 7,848 19,609
NIPPON TELEG & TEL CORP AT COST 8,218 6,991
NN GROUP NV AT COST 4,920 5,242
NOVARTIS AG AT COST 9,583 11,872
NRG ENERGY AT COST 5,441 5,774
NVIDIA CORP AT COST 40,464 112,266
OGE ENERGY AT COST 490 495
OMINICOM AT COST 1,830 1,807
ORACLE AT COST 5,394 5,666
PAC CAR AT COST 2,405 2,601
PERNOD RICARD S AT COST 1,614 1,596
PETROLEO BRASILEIRO SA AT COST 7,069 5,530
PHILIP MORRIS AT COST 1,926 1,926
PHILLIPS 66 AT COST 2,908 2,506
PILGRIMS PRIDE AT COST 2,093 2,043
POWER CORP AT COST 4,543 5,335
PPL CORP AT COST 9,353 9,511
PROCTOR AND GAMBLE AT COST 16,492 16,430
PUBLIC SERVICE AT COST 1,696 1,774
PULTE GROUP AT COST 3,300 3,267
QUALCOMM AT COST 19,196 18,588
RALPH LAUREN AT COST 12,160 16,400
RESMED AT COST 12,012 11,663
RIO TINTO PLC AT COST 7,708 6,528
ROBERT HALF AT COST 3,134 3,523
ROCHE HLDG LTD AT COST 5,276 4,813
ROYAL CARIBBEAN AT COST 1,152 1,615
ROYAL DUTCH SHELL AT COST 5,709 6,328
SANOFI AT COST 3,332 3,231
SCHWAB US LARGE CAP ETF AT COST 562,578 1,495,110
SCIENCE APPLICATIONS AT COST 1,219 1,230
SIEMENS AG COM AT COST 5,984 10,151
SILGAN HLDGS AT COST 751 729
SIMON PROPERTTY GROUP AT COST 14,603 21,526
SLM CORP AT COST 3,973 4,964
SMURFIT KAPPA GROUP AT COST 10,132 12,065
SOFTBANK CORP AT COST 8,412 9,661
SONIC HEALTHCARE AT COST 2,070 1,535
SPDR S&P 500 ETF TRUST AT COST 1,148,655 2,637,360
STATE STR CORP AT COST 13,764 15,508
STEEL DYNAMICS AT COST 6,454 6,160
STRYKER AT COST 6,848 6,841
SVENSKA HANDELSBANKEN AT COST 3,882 3,817
SYNCHRONY AT COST 1,860 2,405
TAPESTRY AT COST 8,893 14,177
TARGET AT COST 3,259 3,380
TAYLOR WIM PEY AT COST 6,257 4,769
TESCO PLC AT COST 6,872 8,104
TESLA AT COST 11,431 19,788
THE CIGNA GROUP AT COST 15,734 13,807
TOKIO MARING HLDGS INC AT COST 4,961 9,545
TOTAL ENERGIES SE AT COST 4,524 3,870
TOYOTA MTR CORP AT COST 4,628 5,644
UNITED OVERSEAS BK AT COST 8,626 11,841
UNITED PARCEL SVC AT COST 3,364 3,405
UNITEDHEALTH GROUP AT COST 5,082 5,059
UNUM AT COST 4,849 5,185
UPM KYMMENE CORP AT COST 4,928 4,145
VALERO ENERGY AT COST 2,587 2,207
VANGUARD DIVIDEND APPRECIATION ETF AT COST 245,191 587,490
VANGUARD VALUE VIPE AT COST 684,990 1,417,888
VANUGUARD FTSE DEV MARKETS ETF AT COST 441,779 497,328
VEOLIA ENVIRONNEMENT AT COST 2,416 3,077
VERIZON COMM AT COST 3,461 3,479
VISA AT COST 7,324 11,061
VOLVO AT COST 2,936 4,347
VONTIER CORP AT COST 3,154 3,282
WILLIAM SONOMA AT COST 4,785 5,741
WILLIS TOWERS WATSON AT COST 2,386 2,506
ZURICH INS GROUP AT COST 7,720 10,923

TY 2024 LegalFeesSchedule
Name:
SCOTT R MACKENZIE FOUNDATION INC
EIN:
46-3383293
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 4,279 4,279   0


TY 2024 OtherAssetsSchedule
Name:
SCOTT R MACKENZIE FOUNDATION INC
EIN:
46-3383293
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT INCOME RECEIVABLE 57,045 48,834 48,834
PREPAID EXCISE TAX 4,857 0 0
PREPAID PAYROLL AND TAXES   5,515 5,515


TY 2024 OtherExpensesSchedule
Name:
SCOTT R MACKENZIE FOUNDATION INC
EIN:
46-3383293
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 30 30   0
INSURANCE 13,769 13,769   0
INTERNET 1,519 1,519   0
INVESTMENT ADVISORY FEES 111,599 111,599   0
OFFICE EXPENSE 2,151 2,151   0
PAYROLL PROCESSING FEES 1,460 1,460   0
TELEPHONE 456 456   0
DIRECTOR FEES 113,000 113,000   0
IT & DOCUMENT STORAGE 1,368 1,368   0
OTHER 62 62   0


TY 2024 OtherLiabilitiesSchedule
Name:
SCOTT R MACKENZIE FOUNDATION INC
EIN:
46-3383293
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL WITHHOLDINGS TAX PAYABLE 13,258 18,614
OTHER SHORT TERM LIABILITY 2,142 0
ACCRUED EXCISE TAX 0 3,373


TY 2024 TaxesSchedule
Name:
SCOTT R MACKENZIE FOUNDATION INC
EIN:
46-3383293
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 8,168 8,168   0
PAYROLL TAXES 9,901 9,901   0
FOREIGN TAXES 4,139 4,139   0