2024-02-19T13:55:53-06:00 2021-12-31 232315910 BAUM SMITH & CLEMENS LLP 2060 DETWILER RD SUITE 125 HARLEYSVILLE PA 19438 990PF 2021-01-01 463375435 GLORIA C MACKENZIE FOUNDATION INC GLOR 8558103588 PO BOX 460 EAST MILLINOCKET ME 04430 JAIMIE WEINBERG DIRECTOR 8558103588 2024-02-16 1 JAIMIE WEINBERG XXX-XX-XXXX MICHAEL LOMBARDO CPA P01823513 2153685755 2024-02-13 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X 32167480 X 8581860 X 41386 34952 533200 533200 615683 4856161 81883 9772129 650035 0 281333 0 0 0 6426 0 0 6426 8034 8034 0 0 12125 12125 0 0 232977 232977 0 0 22895 22895 0 0 7200 0 0 7200 46302 777 0 45522 617292 276808 0 59148 1272852 1272852 1890144 276808 0 1332000 7881985 373227 0 490864 666822 666822 406329 1881742 1996399 12798665 18896594 25687270 2026154 534223 552243 1129185 2746401 3264746 8520 8520 16851197 24725782 32167480 0 0 X 16851197 24725782 16851197 24725782 16851197 24725782 16851197 7881985 0 24733182 7400 24725782 AMERICAN ENTERPRISE #9070 P 2021-07-09 2021-09-28 2956 2956 0 0 AMERICAN ENTERPRISE #9070 P 2019-06-28 2021-09-28 25882 25882 0 0 AMERICAN ENTERPRISE #7485 P 2021-05-07 2021-12-08 22770 22770 0 0 AMERICAN ENTERPRISE #7485 P 2019-06-28 2021-10-28 29048 29048 0 0 AMERICAN ENTERPRISE #8364 P 2020-06-02 2021-02-05 205493 205493 0 0 AMERICAN ENTERPRISE #8364 P 2020-05-04 2021-05-19 84875 84875 0 0 AMERICAN ENTERPRISE #0686 P 2021-01-21 2021-11-17 302505 302505 0 0 AMERICAN ENTERPRISE #0686 P 2020-05-01 2021-11-17 1288808 1288808 0 0 AMERICAN ENTERPRISE #1657 P 2021-05-05 2021-06-15 229501 229501 0 0 AMERICAN ENTERPRISE #1657 P 2020-03-16 2021-03-24 150997 150997 0 0 AMERICAN ENTERPRISE #3563 P 2020-05-28 2021-01-11 362451 362451 0 0 AMERICAN ENTERPRISE #3563 P 2020-05-28 2021-08-06 153737 153737 0 0 AMERICAN ENTERPRISE #3661 P 2020-04-09 2021-01-11 222558 222558 0 0 AMERICAN ENTERPRISE #3661 P 2019-09-12 2021-05-11 272682 272682 0 0 AMERICAN ENTERPRISE #3661 P 2019-01-01 2021-02-25 37909 37909 0 0 AMERICAN ENTERPRISE #5210 P 2020-09-08 2021-02-03 56236 56236 0 0 AMERICAN ENTERPRISE #5210 P 2017-05-19 2021-01-12 124839 124839 0 0 AMERICAN ENTERPRISE #6951 P 2021-01-05 2021-03-25 261364 261364 0 0 AMERICAN ENTERPRISE #6951 P 2019-06-28 2021-01-05 109062 109062 0 0 AMERICAN ENTERPRISE #7902 P 2020-12-23 2021-05-10 99793 99793 0 0 AMERICAN ENTERPRISE #7902 P 2018-04-03 2021-02-05 128269 128269 0 0 AMERICAN ENTERPRISE #8659 P 2020-11-09 2021-04-22 302917 302917 0 0 AMERICAN ENTERPRISE #8659 P 2017-06-15 2021-01-05 299626 299626 0 0 AMERICAN ENTERPRISE #0686 P 2021-01-21 2021-12-31 80277 80277 80277 AMERICAN ENTERPRISE #1657 P 2021-05-05 2021-06-15 106 106 106 AMERICAN ENTERPRISE #5210 P 2020-09-08 2021-02-03 256 256 256 AMERICAN ENTERPRISE #6951 P 2021-01-05 2021-03-25 852 852 852 AMERICAN ENTERPRISE #7902 P 2020-12-23 2021-05-10 56 56 56 AMERICAN ENTERPRISE #8659 P 2020-11-09 2021-04-22 336 336 336 81883 81883 5188 0 5188 0 5188 4943 0 0 0 5210 267 22 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 WWW.GLORIAMACKENZIEFOUNDATION.COM LORI PEABODY 8558103588 PO BOX 460 EAST MILLINOCKET ME 04430 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GLORIA C MACKENZIE PO BOX 460 EAST MILLINOCKET ME 04430 DIRECTOR 1.00 168833 0 0 MELINDA A MACKENZIE PO BOX 460 EAST MILLINOCKET ME 04430 DIRECTOR 3.00 10500 0 0 JAIMIE A WEINBERG PO BOX 460 EAST MILLINOCKET ME 04430 DIRECTOR 8.00 10500 0 0 LORIE PEABODY PO BOX 460 EAST MILLINOCKET ME 04430 EXECUTIVE DIRECTOR 40.00 60000 0 0 MATTHEW WEINBERG PO BOX 460 EAST MILLINOCKET ME 04430 DIRECTOR 4.00 15750 0 0 ALEXANDER WEINBERG PO BOX 460 EAST MILLINOCKET ME 04430 DIRECTOR 4.00 15750 0 0 NONE 0 NONE 0 0 24122088 672058 0 24794146 0 0 24794146 371912 24422234 1221112 1221112 5188 5188 1215924 0 1215924 0 1215924 1332000 0 1332000 1215924 529648 0 0 1332000 529648 0 0 802352 0 0 0 0 0 0 0 0 413572 0 0 0 LORI PEABODY PO BOX 460 EAST MILLINOCKET ME 04430 8558103588 INFO@GLORIAMACKENZIEFOUNDATION.COM AN ELIGIBLE 501(C)(3) ORGANIZATION CAN GO TO WWW.GLORIAMACKENZIEFOUNDATION.COM AND FOLLOW THE INSTRUCTIONS FOR APPLYING FOR A GRANT. INITIAL GRANT APPLICATION: APRIL 30TH; FINAL GRANT APPLICATION: JUNE 30TH IN ORDER TO BE ELIGIBLE, YOU MUST: -BE A QUALIFIED RECIPIENT THAT IS A TAX EXEMPT U.S. ORGANIZATION WITH THE CHARITABLE PURPOSE STATED UNDER SECTION 501 OF THE INTERNAL REVENUE CODE. -BENEFIT THE RESIDENTS OF MAINE - WITH PRIORITY TO PENOBSCOT, PISCATAQUIS AND AROOSTOCK COUNTIES. -FOCUS ON EDUCATION, VOCATIONAL TRAINING AND/OR ECONOMIC DEVELOPMENT. TOWN OF EAST MILLINOCKET 53 MAIN STREET EAST MILLINOCKET ME 04430 PC CHARITABLE PURPOSES 303119 TOWN OF STACYVILLE PO BOX 116 STACYVILLE ME 04777 PC CHARITABLE PURPOSES 36000 MAINE SCHOOL ADMIN DISTRICT #41 48 PENQUIS MILO ME 04463 PC BUILDING IMPROVEMENTS 6906 EAST BRANCH SNO-ROVERS PO BOX 296 MEDWAY ME 04460 PC CHARITABLE PURPOSES 37000 THE US CHARITABLE GIFT TRUST 8910 PURDUE ROAD INDIANAPOLIS IN 46268 PC CHARITABLE PURPOSES 350000 BIGELOW LABORATORY FOR OCEAN SCIENCE 60 BIGELOW DRIVE EAST BOOTHBAY ME 04544 PC CHARITABLE PURPOSES 3830 CAMP CAPELLA PO BOX 552 HOLDEN ME 04429 PC CHARITABLE PURPOSES 15000 DOWNEAST INSTITUTE PO BOX 83 BEALS ME 04611 PC CHARITABLE PURPOSES 50000 LIMESTONE DEVELOPMENT FOUNDATION 93 MAIN STREET LIMESTONE ME 04750 PC CHARITABLE PURPOSES 50000 LITERACY VOLUNTEERS OF BANGOR 354 HOGAN ROAD BANGOR ME 04401 PC CHARITABLE PURPOSES 5000 MAINE HUMANITITES COUNCIL 674 BRIGHTON AVE PORTLAND ME 04012 PC CHARITABLE PURPOSES 29046 MOUNT DESERT ISLAND BIOLOGICAL LAB PO BOX 35 SALISBURY COVE ME 04672 PC CHARITABLE PURPOSES 45000 THE AROOSTOOK MEDICAL CENTER PO BOX 970 PRESQUE ISLE ME 04769 PC CHARITABLE PURPOSES 12500 EASTERN MAINE MEDICAL CENTER 489 STATE STREET BANGOR ME 04401 PC CHARITABLE PURPOSES 50000 REGIONAL SCHOOL DISTRICT #29 7 BIRD STREET HOULTON ME 04730 PC CHARITABLE PURPOSES 64000 TOWN OF LEVANT PO BOX 220 LEVANT ME 04456 PC CHARITABLE PURPOSES 61300 TOWN OF MEDWAY SCHOOL DEPARTMENT 25 MIDDLE SCHOOL DRIVE MIDWAY ME 04460 PC CHARITABLE PURPOSES 35680 TOWN OF MILLINOCKET 197 PENOBSCOT AVE MILLINOCKET ME 04462 PC CHARITABLE PURPOSES 93959 TOWN OF MILO 6 PLEASANT STREET MILO ME 04463 PC CHARITABLE PURPOSES 24512 1272852 0 14 41386 14 533200 14 81883 533800 0 656469 533800 1190269 8 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12125 12125 0 0 REASONS FOR AMENDMENT FORM 990-PF, PAGE 1, LINE G; FORM 990-PF,PAGE 9, PART XII, COLUMN B AMENDED RETURN IS BEING FILED TO EXCLUDE THE POPULATING OF COLUMN B OF PART XII. ALL INCOME PRIOR TO TAX YEAR 2020 HAS ALREADY BEEN DISTRIBUTED IN PRIOR YEARS AND IS NOT SUBJECT TO EXCISE TAX. THIS COLUMN IS BLANK ON THE AMENDED RETURN. VARIOUS NON GOVERNMENT BONDS 534223 552243 VARIOUS STOCKS, ETF, MUTUALS 18896594 25687270 1881742 1996399 0 0 VARIOUS ALTERNATIVE INVESTMENTS AT COST 1658489 2110353 VARIOUS PREFERRED SECURITIES AT COST 1087912 1154393 LEGAL FEES 8034 8034 0 0 PRIOR YEAR EXCISE TAX 7400 UTILITIES 371 0 0 370 COMPUTER NETWORK 1497 0 0 1497 CONTRACT SERVICES 3199 0 0 3199 INSURANCE 9087 0 0 9087 LICENSES 368 0 0 368 OFFICE SUPPLIES 27713 0 0 27711 PAYROLL PROCESSING 1671 0 0 1671 POSTAGE & DELIVERY 422 0 0 422 TELEPHONE 1197 0 0 1197 INVESTMENT EXPENSE 777 777 0 0 INVESTMENT FEES 232977 232977 0 0 FOREIGN TAX 22895 22895 0 0