2022-11-15T15:10:34-06:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 591896729 McLamore Family Foundation Inc % BAKER TILLY US LLP MCLA 9492222999 C/O BAKER TILLY18500 VON KARMAN AV Irvine CA 92612 Jared Maddux President 9492222999 2022-11-15 true Jared Maddux 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X X 9492724 X 0 X 34 34 108124 108124 118056 2815977 118056 3156 3156 229370 229370 0 83849 83849 1970 67309 67309 26180 15 26165 179308 83864 93474 177200 177200 356508 83864 270674 -127138 145506 100365 591234 591234 1130689 4091899 4604581 8797990 110700 110700 103500 0 0 5433653 5306515 9492724 0 0 X 5433653 5306515 5433653 5306515 5433653 5306515 5433653 -127138 5306515 5306515 Publicly-traded Securities 2815977 2697921 118056 118056 118056 2023 2023 2023 869 0 1300 2169 X 0 146 146 false false false false false false false true true FL true false false false false true BAKER TILLY US LLP 9492222999 18500 VON KARMAN AV 10TH FL Irvine CA 92612 false false true false true false false false false false false false false false false false false false false false false false Susie M Bernard 1415 Countryside Bend Frederickburg TX 78624 Treas*, Dir 1.0 0 0 0 Jared Maddux 4313 West beachway Drive Tampa FL 33609 Dir, Pres 1.0 0 0 0 Lynne M Maddux 311 Whitson Chapel Road Cookeville TN 38506 Dir 1.0 0 0 0 Tucker McCormack 101 S Waltson Apt 223 Dallas TX 75226 Dir, Sec 1.0 0 0 0 William McCormack 6334 Lakeshore Drive Dallas TX 75214 Dir, VP 1.0 0 0 0 Claire McCormack Hogan 1208 Wilson Heights Drive Austin TX 78746 Dir 1.0 0 0 0 James McLamore 581 Luzon Av Tampa FL 33606 Dir 1.0 0 0 0 Sterling McLamore Jr 238 E Davis Boulevard Suite 308 Tampa FL 33606 Dir, Treas 1.0 0 0 0 S Whitman McLamore Sr 5133 W San Jose Street Tampa FL 33629 Dir, Chairman 1.0 0 0 0 John Davis Robertson 1221 Wilderness Drive Austin TX 78746 Dir 1.0 0 0 0 Sara Robertson 1221 Wilderness Drive Austin TX 78746 Dir 1.0 0 0 0 Joseph William Robertson IV 1221 Wilderness Drive Austin TX 78746 Dir 1.0 0 0 0 Chris Spence PO Box 160941 Big Sky MT 59716 Dir 1.0 0 0 0 Kylie Amber Spence PO Box 160941 Big Sky MT 59716 Dir 1.0 0 0 0 Pamela M Spence 1717 East Market Street NE Warren OH 44483 Dir 1.0 0 0 0 Hollencrest Capital Management 100 Bayview Circle Suite 500 NEWPORT BEACH CA 92660 Investment MGMT 81124 8542940 355263 0 8898203 0 8898203 133473 8764730 438237 438237 2023 2023 436214 436214 436214 270674 0 0 0 0 270674 436214 261651 2019 2018 2017 270674 261651 9023 0 0 427191 0 0 NONE X AMERICAN RIVERS INC 1101 14TH ST NW STE 1400 WASHINGTON DC 20005 N/A PC General & Unrestricted 3500 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 Golf Item Sponsorship Fund 5000 BURGER KING FOUNDATION INC 5707 BLUE LAGOON DR MIAMI FL 33126 N/A PC James W. McLamore Whopper Scholarship Fund 117500 HELPING HAND HOME FOR CHILDREN 3804 AVE B AUSTIN TX 78751 N/A PC Helping Hand Home Escort Project 3500 JOHN B GORRIE FOUNDATION INC 705 W DE LEON ST TAMPA FL 33606 N/A PC for the purpose of installing turf in the field and underneath the playground at Gorrie Elementary School on the southeast corner of the property 17500 JOHN B GORRIE FOUNDATION INC 705 W DE LEON ST TAMPA FL 33606 N/A PC for the purpose of installing turf in the field and underneath the playground at Gorrie Elementary School on the southeast corner of the property 9500 SIDE BY SIDE KIDS INC PO BOX 15123 AUSTIN TX 78761 N/A PC General & Unrestricted 3500 SOUTHERN METHODIST UNIVERSITY PO BOX 750402 DALLAS TX 75275 N/A PC General & Unrestricted 3500 TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION TTU BOX 5111 COOKEVILLE TN 38505 N/A PC To provide furnishings for the McLamore Conference room in the College of Business 3500 TEXAS HILL COUNTRY HIGHER EDUCATION DEVELOPMENT FO 2818 E US HWY 290 FREDERICKSBRG TX 78624 N/A PC General & Unrestricted 3500 BURGER KING FOUNDATION INC 5707 BLUE LAGOON DR Miami FL 33126 N/A PC General & Unrestricted 3200 177200 14 34 14 108124 18 118056 INCOME FROM BOOK RESIDUALS 01 3156 229370 229370 false false false false false false false false false false Susie M Bernard * Removed from the position in 2021 JPMORGAN CHASE - 7.900% - 12/3 42085 49000 TRANSOCEAN INC - 6.800% - 03/1 68615 54500 FHLMC 8.375% PFD PERP 105004 11480 FINANCIAL SELECT SECTOR SPDR F 142924 229302 FNMA 8.25% PFD SER S 103204 12480 GOLDMAN SACHS PFD SER C 51630 58374 GOLDMAN SACHS PFD SER D - 4.00 53634 63575 GUGGENHEIM LIMITED DURATION FU 161858 164675 INVESCO INTERNATIONAL CORPORAT 98054 95009 INVESCO QQQ TRUST 755821 2739196 ISHARES CORE MSCI EAFE ETF 203072 215486 ISHARES S&P 500 INDEX FD 480808 504178 ISHARES US MEDICAL DEVICES IND 110702 212169 MATERIALS SELECT SECTOR SPDR 170588 232505 PIMCO INCOME STRATEGY FUND 13887 13756 PIMCO INCOME STRATEGY FUND II 20951 21698 PIMCO TOTAL RETURN ETF 199958 215538 ROYCE OPPORTUNITY INSTL 100607 110504 SELECT SECTOR SPDR INDUSTRIAL 170196 222518 SELECT SECTOR SPDR-HEALTH CARE 206028 386743 SPDR S&P 500 ETF TRUST 1063901 2366726 TECHNOLOGY SPDR 172688 771983 TEMPLETON GLOBAL BD 219066 150095 THE BURGER KING-PUBLISHING RGT 0 0 Administrative Fees 24074 24074 Bank Charges 15 15 Foundation Dues & Memberships 780 780 Indemnification Insurance 1250 1250 State or Local Filing Fees 61 61 Income from book residuals 3156 3156 Investment Management Services 81124 81124 VIDEO EDITING SERVICES 2725 2725 990-PF Estimated Tax for 2021 800 990-PF Extension for 2020 1170