2018-12-14T13:15:27-06:00 2018-07-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2017-08-01 591896729 McLamore Family Foundation Inc % Foundation Source MCLA 8132895657 5133 W San Jose Street Tampa FL 336296414 SUSAN M BERNARD treasurer 8008391754 2018-12-10 true Jeffrey D Haskell P01345770 8008391754 24.187.244.114 06391520183485000000 2018-12-14 P 8776116A3220F8F92B6869340FF540F084420A8B 259C731B7C7CCB55DA46458F0098BC0D5A2501CB 2017 2019-02-21 02:37:17Z X 7019900 X 0 X 1600 1600 202618 202618 68180 6811793 68180 966 966 273364 273364 0 74764 66794 7970 3078 41817 41817 23073 25 23048 142732 66819 72835 246100 246100 388832 66819 318935 -115468 206545 17054 114298 114298 1019172 657052 656065 4131455 4736325 5743940 911879 456417 505597 6079560 5964092 7019900 0 0 X 6079560 5964092 6079560 5964092 6079560 5964092 6079560 -115468 5964092 5964092 Publicly-traded Securities 6811793 6743613 68180 68180 68180 false 307029 6466088 0.047483 296865 6132046 0.048412 259548 6563408 0.039545 286576 6464949 0.044328 295941 6207017 0.047678 0.227446 0.045489 6872316 312615 2065 314680 318935 X 2065 2065 2065 5521 5521 X 3456 2100 1356 false false false false false false false true true FL true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false Susie M Bernard 5133 W San Jose Street Tampa FL 336296414 Treas / Dir 1.0 0 0 0 Jared Maddux 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 0 0 Lynne M Maddux 5133 W San Jose Street Tampa FL 336296414 Dir / Sec* 1.0 0 0 0 Tucker McCormack 5133 W San Jose Street Tampa FL 336296414 Dir, Sec 1.0 0 0 0 William McCormack 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 0 0 Claire McCormack Hogan 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 0 0 James McLamore 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 0 0 Nancy N McLamore 5133 W San Jose Street Tampa FL 336296414 Chairman / Dir 1.0 0 0 0 Sterling McLamore Jr 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 0 0 S Whitman McLamore Sr 5133 W San Jose Street Tampa FL 336296414 Pres / Dir 1.0 0 0 0 Sara Robertson 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 0 0 Chris Spence 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 0 0 Pamela M Spence 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 0 0 Hollencrest Capital Management 100 Bayview Circle Suite 500 NEWPORT BEACH CA 92660 Investment Mgmt 66794 6733852 243119 0 6976971 0 6976971 104655 6872316 343616 343616 2065 2065 341551 341551 341551 318935 0 0 0 0 318935 2065 316870 341551 313918 2015 2014 2013 318935 313918 5017 0 0 336534 0 0 NONE X AKRON CHILDRENS HOSPITAL FOUNDATION 1 PERKINS SQ AKRON OH 44308 N/A PC General & Unrestricted 3500 BERKELEY PREPARATORY SCHOOL INC 4811 KELLY RD TAMPA FL 33615 N/A PC General & Unrestricted 3500 BURGER KING MCLAMORE FOUNDATION INC 5505 BLUE LAGOON DR MIAMI FL 33126 N/A PC James W. McLamore Whopper Scholarship Fund 150000 BURGER KING MCLAMORE FOUNDATION INC 5505 BLUE LAGOON DR MIAMI FL 33126 N/A PC Charitable Event 6600 BUTTERFLY CHRISTIAN PRESCHOOL 3525 BEE CAVES RD W LAKE HILLS TX 78746 N/A PC General & Unrestricted 500 CATHOLIC CAMPUS MINISTRY AT SOUTHERN METHODIST UNI 3057 UNIVERSITY BLVD DALLAS TX 75205 N/A PC General & Unrestricted 250 CUMBERLAND COUNTY PLAYHOUSE INC PO BOX 484 CROSSVILLE TN 38557 N/A PC General & Unrestricted 750 DALLAS ARBORETUM & BOTANICAL 8617 GARLAND RD DALLAS TX 75218 N/A PC General & Unrestricted 250 GILLESPIE COUNTY HISTORICAL SOCIETY INC 312 W SAN ANTONIO ST FREDERICKSBURG TX 78624 N/A PC Tannenbaum Ball Auction Underwriting Program 3500 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 3500 HUMANE SOCIETY OF TAMPA BAY INC 3607 N ARMENIA AVE TAMPA FL 33607 N/A PC General & Unrestricted 2500 HYDE PARK UNITED METHODIST CHURCH 500 W PLATT ST TAMPA FL 33606 N/A PC Small Blessings Program 4500 KEEP PUTNAM COUNTY BEAUTIFUL CLEAN COMMISSION INC 305B S WILLOW AVE COOKEVILLE TN 38501 N/A PC General & Unrestricted 500 MUSCULAR DYSTROPHY ASSOCIATION 550 FAIRWAY DR 201 DEERFIELD BEACH FL 33441 N/A PC General & Unrestricted 3500 NATIONAL PEDIATRIC CANCER FOUNDATION INC 5550 W EXECUTIVE DR STE 300 TAMPA FL 33609 N/A PC General & Unrestricted 1500 NORTHFIELD MOUNT HERMON SCHOOL ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 N/A PC maintenance fund of the McLamore Fields 7500 NOTRE DAME OF DALLAS SCHOOLS INC 2018 ALLEN ST DALLAS TX 75204 N/A PC General & Unrestricted 500 PUTNAM COUNTY LIBRARY FRIENDS 50 E BROAD ST COOKEVILLE TN 38501 N/A PC Children's Library 500 SIDE BY SIDE KIDS INC PO BOX 15123 AUSTIN TX 78761 N/A PC General & Unrestricted 1500 SIDE BY SIDE KIDS INC PO BOX 15123 AUSTIN TX 78761 N/A PC Charitable Event 1500 SOUTHERN METHODIST UNIVERSITY PO BOX 750402 DALLAS TX 75275 N/A PC Latin and Classical Studies Rewards Program 3500 SOUTHERN METHODIST UNIVERSITY PO BOX 750261 DALLAS TX 75275 N/A PC Harold Clark Simmons Hall Capital Fund 40000 SOUTHERN METHODIST UNIVERSITY PO BOX 750261 DALLAS TX 75275 N/A PC Lyle School of Engineering Endowed Scholarship Fund 2000 SPECIAL OPERATIONS WARRIOR FOUNDATION PO BOX 89367 TAMPA FL 33689 N/A PC General & Unrestricted 2000 TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION TTU BOX 5111 COOKEVILLE TN 38505 N/A PC College of Business 1500 TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION TTU BOX 5111 COOKEVILLE TN 38505 N/A PC College of Business McLamore Conference Room 250 WHITE ROCK LAKE FOUNDATION PO BOX 140277 DALLAS TX 75214 N/A PC General & Unrestricted 250 246100 14 1600 14 202618 18 68180 CLASS ACTION LAWSUIT PROCEEDS 01 108 BANK CHARGE REFUND 01 858 273364 273364 false false false false false false false false false false Lynne M Maddux *Removed from position in FYE 2018 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 July 31, 2018, the Foundation paid $3,270 to Tucker McCormack for Book Editing Services as reported in Form 990-PF, Part I, Line 16c. CR SUISSE FIRST BOS - 6.000% - 1 1 DELPHI FINL GROUP - 7.875% - 0 100119 105857 JPMORGAN CHASE - 7.900% - 12/3 85888 100440 MORGAN STANLEY D W DISC - 1.78 98625 100160 TRANSOCEAN INC - 6.800% - 03/1 68615 83500 WELLS FARGO MBS - 4.485% - 11/ 15089 14819 WELLS FARGO NTS - 7.980% - 02/ 88080 100820 CISCO SYSTEMS INC 40830 53835 EFT MANAGERS TR PUREFUNDS ISE 221424 205948 FEDERAL NATIONAL MTG ASSN 103204 25160 FINANCIAL SELECT SECTOR SPDR F 106630 106741 FREDDIE MAC 8.375% PERPETUAL 105004 25160 GENERAL ELECTRIC CO 40814 23430 GOLDMAN SACHS PFD SER C 51630 54464 GOLDMAN SACHS PFD SER D - 4.00 53634 57175 INTEL CORP 36549 55315 INVESCO INTERNATIONAL CORPORAT 98054 89672 INVESCO QQQ TRUST 880852 1414776 ISHARE SP SMALL CAP 600 INDEX 431245 447429 ISHARES US MEDICAL DEVICES IND 110702 111841 PFIZER INC 38919 49355 PIMCO INCOME STRATEGY FUND 13887 15336 PIMCO INCOME STRATEGY FUND II 20951 24310 SELECT SECTOR SPDR-HEALTH CARE 206028 244113 SPDR BARCLAYS SHORT TERM HIGH 199989 181764 SPDR S&P 500 ETF TRUST 1342089 1784195 SPDR SER TR S&P OIL & GAS EXPL 110852 113788 TECHNOLOGY SPDR 172688 314885 TEMPLETON GLOBAL BD 186446 163899 THE COCA-COLA CO 40799 40848 WISDOMTREE JAPAN HEDGED EQUITY 123105 140501 657052 656065 Administrative Fees 20124 20124 BANK CHARGES 25 25 Foundation Dues & Memberships 750 750 Indemnification Insurance 750 750 Office & Supplies 94 94 State or Local Filing Fees 61 61 STORAGE FEES 1025 1025 Website Hosting/Support 244 244 Class Action Lawsuit Proceeds 108 108 BANK CHARGE REFUND 858 858 Investment Management Services 66794 66794 VIDEO PRODUCTION SERVICES 1200 1200 BOOK EDITING SERVICES 6770 6770 990-PF Estimated Tax for 2018 2900 990-PF Extension for 2017 178