MCLAMORE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MCLAMORE FAMILY FOUNDATION INC (EIN 59-1896729)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-19
- IRS object ID
- 202032329349100718
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-19T15:35:19-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591896729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McLamore Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MCLA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN BERNARD | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,147,845 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $511 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$50,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,396,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,356 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $96,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,387 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $378 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $210 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $168 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $66,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,643 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $36,841 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,778 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,063 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,572 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,547 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,778 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $246,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $246,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $373,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$276,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $373,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,837 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $78,778 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $511,999 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $513,111 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,867,802 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,455,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,210,464 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $331,667 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $258,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $275,433 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,651,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,375,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,147,845 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,651,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,375,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,651,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,375,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,651,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,375,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,651,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$276,772 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,375,038 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,375,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $5,396,792 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,447,273 | CostOrOtherBasisAmt |
| Gain Or Loss | -$50,481 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$50,481 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$50,481 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $338,476 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,690,087 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050594 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $316,870 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,872,316 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046108 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $307,029 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,466,088 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047483 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $296,865 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,132,046 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048412 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $259,548 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,563,408 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039545 | DistributionYr5Rt |
| Total Distribution | 0.232142 | TotalDistributionRt |
| Average Distribution | 0.046428 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,688,363 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $310,527 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $757 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $311,284 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $303,378 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,515 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,515 | SubtotalAmt |
| Tax Based On Investment Income | $1,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,481 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,481 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,966 | OverpaymentAmt |
| Applied To ES Tax | $1,966 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Susie M Bernard | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, 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 |
| Nancy N McLamore | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman Emeritus, Dir | 1.0 | $0 | $0 | $0 |
| Sterling McLamore Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| S Whitman McLamore Sr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres*, Dir, Chairman | 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 |
| 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hollencrest Capital Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BAYVIEW CIRCLE SUITE 500 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $64,346 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,594,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,790,216 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,790,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,688,363 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,515 | TotalTaxAmt |
| Distributable Before Adj | $332,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $332,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $332,903 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,378 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $303,378 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $303,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $332,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $137,237 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $303,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $137,237 | AppliedToYear1Amt |
| Applied To Current Year | $166,141 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $166,762 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERKELEY PREPARATORY SCHOOL INC | |||||||
| 4811 KELLY RD | TAMPA | FL | 33615 | N/A | PC | Berkeley Fund | $3,500 |
| BURGER KING MCLAMORE FOUNDATION INC | |||||||
| 5707 BLUE LAGOON DR | MIAMI | FL | 33126 | N/A | PC | James W. McLamore Whopper Scholarship fund | $112,500 |
| BURGER KING MCLAMORE FOUNDATION INC | |||||||
| 5707 BLUE LAGOON DR | MIAMI | FL | 33126 | N/A | PC | Charitable Event | $6,600 |
| CATHOLIC CAMPUS MINISTRY AT SOUTHERN METHODIST UNI | |||||||
| 3057 UNIVERSITY BLVD | DALLAS | TX | 75205 | N/A | PC | General & Unrestricted | $500 |
| CUMBERLAND COUNTY PLAYHOUSE INC | |||||||
| PO BOX 484 | CROSSVILLE | TN | 38557 | N/A | PC | General & Unrestricted | $500 |
| GILLESPIE COUNTY HISTORICAL SOCIETY INC | |||||||
| 325 W MAIN ST | FREDERICKSBURG | TX | 78624 | N/A | PC | Charitable Event | $3,500 |
| GOLDEN RETRIEVER RESCUE OF NORTH TEXAS INC | |||||||
| PO BOX 670031 | DALLAS | TX | 75367 | N/A | PC | General & Unrestricted | $250 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVE B | AUSTIN | TX | 78751 | N/A | PC | General & Unrestricted | $3,500 |
| KEEP PUTNAM COUNTY BEAUTIFUL CLEAN COMMISSION INC | |||||||
| 305B S WILLOW AVE | COOKEVILLE | TN | 38501 | N/A | PC | General & Unrestricted | $250 |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | N/A | PC | maintenance fund of the McLamore fields | $2,500 |
| NOTRE DAME OF DALLAS SCHOOLS INC | |||||||
| 2018 ALLEN ST | DALLAS | TX | 75204 | N/A | PC | Charitable Event | $1,000 |
| PUTNAM COUNTY LIBRARY FRIENDS | |||||||
| 50 E BROAD ST | COOKEVILLE | TN | 38501 | N/A | PC | Children's Library program | $250 |
| SIDE BY SIDE KIDS INC | |||||||
| PO BOX 15123 | AUSTIN | TX | 78761 | N/A | PC | General & Unrestricted | $3,500 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | N/A | PC | The SMU Dedman College Latin and Classic program | $3,500 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 3140 DYER ST MSC 261 | DALLAS | TX | 75205 | N/A | PC | Lyle School of Engineering Endowed Scholarship fund | $1,250 |
| TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION | |||||||
| TTU BOX 5111 | COOKEVILLE | TN | 38505 | N/A | PC | McLamore Conference Room furnishings program | $2,500 |
| TROUT UNLIMITED | |||||||
| 12819 SE 38TH ST | BELLEVUE | WA | 98006 | N/A | PC | the Encampment and the North Platte Rivers Restoration Project | $1,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | David R. Edgerton, Jr. Hall of Entrepreneurs Fund | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $246,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $511 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$50,481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,262 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Tucker McCormack |
| *TUCKER MCCORMACK, DIRECTOR AND SECRETARY OF MCLAMORE FAMILY FOUNDATION, INC. (THE "FOUNDATION"), IS A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. DURING TAXABLE YEAR ENDING December 31, 2019, THE FOUNDATION PAID $1,897 TO TUCKER MCCORMACK FOR BOOK EDITING SERVICES AS REPORTED IN FORM 990-PF, PART I, LINE 16C. |
| S Whitman McLamore Sr |
| *removed from position |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELPHI FINL GROUP - 7.875% - 0 | $100,120 | $100,317 |
| JPMORGAN CHASE - 7.900% - 12/3 | $42,085 | $49,441 |
| TRANSOCEAN INC - 6.800% - 03/1 | $68,615 | $71,000 |
| WELLS FARGO NTS - 7.980% - 02/ | $47,563 | $54,675 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONSUMER STAPLES SELECT SECTOR | $193,775 | $201,347 |
| FEDERAL NATIONAL MTG ASSN | $103,204 | $47,800 |
| FREDDIE MAC 8.375% PERPETUAL | $105,004 | $47,400 |
| GOLDMAN SACHS PFD SER C | $51,630 | $52,716 |
| GOLDMAN SACHS PFD SER D - 4.00 | $53,634 | $57,600 |
| GUGGENHEIM LIMITED DURATION FU | $154,569 | $153,925 |
| INTEL CORP | $28,190 | $53,087 |
| INVESCO INTERNATIONAL CORPORAT | $98,054 | $92,819 |
| INVESCO QQQ TRUST | $880,852 | $1,704,707 |
| ISHARES S&P 500 INDEX FD | $16,294 | $17,455 |
| ISHARES US MEDICAL DEVICES IND | $110,702 | $141,940 |
| PFIZER INC | $31,605 | $38,431 |
| PIMCO INCOME STRATEGY FUND | $13,887 | $14,860 |
| PIMCO INCOME STRATEGY FUND II | $20,951 | $24,060 |
| PIMCO TOTAL RETURN ETF | $199,958 | $212,386 |
| RIDGEWORTH FDS SEIX FLOATING R | $146,773 | $141,946 |
| SELECT SECTOR SPDR-HEALTH CARE | $206,028 | $279,606 |
| SPDR BARCLAYS SHORT TERM HIGH | $199,989 | $177,804 |
| SPDR S&P 500 ETF TRUST | $1,342,088 | $2,041,236 |
| TECHNOLOGY SPDR | $172,688 | $407,015 |
| TEMPLETON GLOBAL BD | $203,325 | $164,458 |
| THE COCA-COLA CO | $37,958 | $45,110 |
| VERIZON COMMUNICATIONS | $41,975 | $45,006 |
| WABTEC | $693 | $700 |
| WALGREENS BOOTS ALLIANCE | $41,993 | $47,050 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $511,999 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $513,111 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | THE BURGER KING-PUBLISHING RGT | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $378 | LegalFeesAmt |
| Net Investment Income | $210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $168 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $19,466 | $19,466 | |
| Bank Charges | $25 | $25 | |
| Foundation Dues & Memberships | $1,500 | $1,500 | |
| Indemnification Insurance | $1,250 | $1,250 | |
| State or Local Filing Fees | $61 | $61 | |
| Storage Fee | $270 | $270 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $1,356 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Management Services | $64,346 | $64,346 |
| BOOK EDITING SERVICES | $2,297 | $2,297 |
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