2024-10-31T09:17:45-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 591896729 McLamore Family Foundation Inc % Foundation Source MCLA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 jared maddux president 8008391754 2024-10-25 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 7837459 X 0 X 6378 6378 236520 236520 565335 12718048 565335 140 140 808373 808373 0 8151 0 0 8151 73088 73088 28427 54956 54956 16333 16333 180955 73088 0 79440 298500 298500 479455 73088 0 377940 328918 735285 81161 295415 295415 3526225 3482555 3506383 2513143 2671477 3955505 68615 68615 80156 0 0 0 6189144 6518062 7837459 0 0 X 6189144 6518062 6189144 6518062 6189144 6518062 6189144 328918 6518062 6518062 Publicly-traded Securities 12718048 12152713 565335 565335 565335 10220 10220 10220 10800 0 10800 X 11 569 569 false false false false false false false true true FL true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false true false false false false false false false false false false false false false false false false false Susie M Bernard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Jared Maddux Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Lynne M Maddux Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Tucker McCormack Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 William McCormack Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Claire McCormack Hogan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 James McLamore Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Sterling McLamore Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 S Whitman McLamore Sr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Chairman 1.0 0 0 0 Emma Grace Robertson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 John Davis Robertson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Sara Robertson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Joseph William Robertson IV Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Chris Spence Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Jaiden Hope Spence Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Kylie Amber Spence Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Pamela M Spence Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Hollencrest Capital 100 BAYVIEW CIRCLE SUITE 500 NEWPORT BEACH CA 92660 Investment mgmt 73088 7486804 206365 0 7693169 0 7693169 115398 7577771 378889 378889 10220 10220 368669 368669 368669 377940 0 0 0 0 377940 368669 368917 2021 2020 2019 377940 368917 9023 0 0 359646 0 0 NONE X ALL SAINTS PRESBYTERIAN CHURCH 7808 RIALTO BLVD AUSTIN TX 78735 N/A PC Capital Campaign Building Fund 3500 AUSTIN STREET CENTER PO BOX 710729 DALLAS TX 75371 N/A PC General & Unrestricted 500 AUTISM SPEAKS INC 1 EAST 33RD ST 4TH FLOOR NEW YORK NY 10016 N/A PC General & Unrestricted 1750 BERKELEY PREPARATORY SCHOOL INC 4811 KELLY RD TAMPA FL 33615 N/A PC Berkeley Fund 3500 BURGER KING FOUNDATION INC 5707 BLUE LAGOON DR MIAMI FL 33126 N/A PC Charitable Event 5000 BURGER KING FOUNDATION INC 5707 BLUE LAGOON DR MIAMI FL 33126 N/A PC Whopper Scholarship fund 180000 CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART 1200 FORREST PARK DR NASHVILLE TN 37205 N/A PC Replant, Restore, Renew Program 500 CREATED WOMEN INC PO BOX 5717 TAMPA FL 33675 N/A PC General & Unrestricted 500 CUMBERLAND COUNTY PLAYHOUSE INC PO BOX 484 CROSSVILLE TN 38557 N/A PC General & Unrestricted 500 FOLDS OF HONOR FOUNDATION DEPARTMENT 13 TULSA OK 74182 N/A PC General & Unrestricted 1000 GOLDEN RETRIEVER RESCUE OF NORTH TEXAS INC PO BOX 670031 DALLAS TX 75367 N/A PC General & Unrestricted 500 HILL COUNTRY COMMUNITY NEEDS COUNCIL PO BOX 73 FREDERICKSBRG TX 78624 N/A PC General & Unrestricted 3500 KG S KIDS INC 1803 N CUERNAVACA DR AUSTIN TX 78733 N/A PC General & Unrestricted 3500 NOTRE DAME OF DALLAS SCHOOLS INC 2018 ALLEN ST DALLAS TX 75204 N/A PC General & Unrestricted 1000 POLARIS PROJECT PO BOX 65323 WASHINGTON DC 20035 N/A PC General & Unrestricted 7000 PUTNAM COUNTY LIBRARY FRIENDS 50 E BROAD ST COOKEVILLE TN 38501 N/A PC Children' s Library 500 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC General & Unrestricted 3500 SCHWAB CHARITABLE FUND 9800 SCHWAB WAY LONE TREE CO 80124 N/A PC General & Unrestricted 57500 SIDE BY SIDE KIDS INC PO BOX 15123 AUSTIN TX 78761 N/A PC General & Unrestricted 3500 SOUTHERN METHODIST UNIVERSITY PO BOX 750235 DALLAS TX 75275 N/A PC General & Unrestricted 3500 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 4000 TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION TTU BOX 5111 COOKEVILLE TN 38505 N/A PC College of Business Foundation 2000 UNIVERSITY OF MIAMI PO BOX 016880 D-880 MIAMI FL 33101 N/A PC General & Unrestricted 10000 WORLD ORPHANS 6020 ERIN PARK DR STE A COLORADO SPGS CO 80918 N/A PC General & Unrestricted 1750 298500 14 6378 14 236520 18 565335 INCOME FROM BOOK RESIDUALS 01 140 808373 808373 false false false false false false false false false false Bookkeeping 8151 8151 TRANSOCEAN INC - 6.800% - 03/1 68615 80156 FHLMC 8.375% PFD PERP 105004 11600 FNMA 8.25% PFD SER S 103204 12880 GOLDMAN SACHS PFD SER C 51630 50692 GOLDMAN SACHS PFD SER D - 4.00 53634 54100 GUGGENHEIM LIMITED DURATION FU 173109 169003 INVESCO QQQ TRUST 74558 258407 LARGE CAP BULL 3X 62634 68633 PACER US CASH COWS 100 ETF 352656 372456 PIMCO INCOME STRATEGY FUND 13887 10584 PIMCO INCOME STRATEGY FUND II 20951 16427 PIMCO TOTAL RETURN ETF 199958 182127 SIMPLIFY SHORT TERM TREASURY F 254185 255067 SPDR S&P 500 ETF TRUST 824401 1812356 SPDR S&P DIVIDEND ETF 303374 297175 TECHNOLOGY SPDR 78292 383998 3482555 3506383 THE BURGER KING-PUBLISHING RGT 0 0 Administrative Fees 14000 14000 Foundation Dues & Memberships 815 815 Indemnification Insurance 1284 1284 Office Supplies 173 173 State or Local Filing Fees 61 61 INCOME FROM BOOK RESIDUALS 140 140 Investment Management Services 73088 73088 990-PF Estimated Tax for 2023 10800 990-PF Excise Tax for 2022 16027 990-PF Extension for 2022 1600