2018-06-15T10:44:58-05:00 2017-07-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2016-08-01 591896729 McLamore Family Foundation Inc % Foundation Source MCLA 8132895657 5133 W San Jose Street Tampa FL 336296414 SUSAN M BERNARD treasurer 8008391754 2018-06-12 true Jeffrey D Haskell P01345770 8008391754 2016 2022-09-23 18:48:47Z X 6648102 X 0 X 300 300 170667 170667 142125 5649969 142125 168 168 313260 313260 0 64141 63430 711 2778 35349 35349 858 858 19034 25 19009 122160 63455 55927 253600 253600 375760 63455 309527 -62500 249805 918965 17054 17054 1019172 1019949 4301396 4131455 4578857 921699 911879 1032242 6142060 6079560 6648102 0 0 X 6142060 6079560 6142060 6079560 6142060 6079560 6142060 -62500 6079560 6079560 Publicly-traded Securities 5649969 5507844 142125 142125 142125 false 296865 6132046 0.048412 259548 6563408 0.039545 286576 6464949 0.044328 295941 6207017 0.047678 256319 5729824 0.044734 0.224697 0.044939 6466088 290580 2498 293078 309527 X 2498 2498 2498 4941 178 5119 X 2621 2621 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 Sec, Dir 1.0 0 0 0 Tucker McCormack 5133 W San Jose Street Tampa FL 336296414 Dir 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 926608903 Investment Mgmt 63430 6086089 478467 0 6564556 0 6564556 98468 6466088 323304 323304 2498 2498 320806 320806 320806 309527 0 0 0 0 309527 2498 307029 320806 302639 2014 2013 2012 309527 302639 6888 0 0 313918 0 0 NONE X BEAUX ARTS OF LOWE ART MUSEUM OF THE UNIV OF MIAMI 1301 STANFORD DR CORAL GABLES FL 33146 N/A PC General & Unrestricted 5000 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 5600 CATHOLIC CAMPUS MINISTRY AT SOUTHRN METHODIST UNIV 3057 UNIVERSITY BLVD DALLAS TX 75205 N/A PC General & Unrestricted 500 CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART 1200 FORREST PARK DR NASHVILLE TN 37205 N/A PC Children's Garden Project 500 CUMBERLAND COUNTY PLAYHOUSE INC PO BOX 484 CROSSVILLE TN 38557 N/A PC General & Unrestricted 500 DALLAS ARBORETUM & BOTANICAL 8617 GARLAND RD DALLAS TX 75218 N/A PC General & Unrestricted 250 FRIENDS OF THE FREDERICKSBURG NATURE CENTER PO BOX 2082 FREDERICKSBRG TX 78624 N/A PC Wings Over the Hills Program 1000 GILLESPIE COUNTY HISTORICAL SOCIETY INC 325 W MAIN ST FREDERICKSBRG TX 78624 N/A PC Charitable Event 2500 GLOBAL GENES 28 ARGONAUT STE 140 150 ALISO VIEJO CA 92656 N/A PC General & Unrestricted 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 HILLSBOROUGH EDUCATION FOUNDATION INC 2306 N HOWARD AVE TAMPA FL 33607 N/A PC General & Unrestricted 1000 HUMANE SOCIETY OF TAMPA BAY INC 3607 N ARMENIA AVE TAMPA FL 33607 N/A PC General & Unrestricted 500 HYDE PARK UNITED METHODIST CHURCH 500 W PLATT ST TAMPA FL 33606 N/A PC Small Blessings Program 3500 JUNIOR ACHIEVEMENT OF FLORIDA FOUNDATION 13707 N 22ND ST TAMPA FL 33613 N/A PC General & Unrestricted 1000 KEEP PUTNAM COUNTY BEAUTIFUL CLEAN COMMISSION INC 515 E BROAD ST STE A COOKEVILLE TN 38501 N/A PC General & Unrestricted 500 MUSCULAR DYSTROPHY ASSOCIATION 222 S RIVERSIDE PLZ STE 1500 CHICAGO IL 60606 N/A PC General & Unrestricted 3500 NATIONAL PEDIATRIC CANCER FOUNDATION INC 5550 W EXECUTIVE DR STE 300 TAMPA FL 33609 N/A PC Education and Awareness Program 2500 NORTHFIELD MOUNT HERMON SCHOOL ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 N/A PC Maintenance of the McLamore Fields 2500 PUTNAM COUNTY LIBRARY FRIENDS 50 E BROAD ST COOKEVILLE TN 38501 N/A PC Children's Division 500 SIDE BY SIDE KIDS INC PO BOX 15123 AUSTIN TX 78761 N/A PC General & Unrestricted 1500 SOUTHEASTERN GUIDE DOGS INC 4210 77TH ST E PALMETTO FL 34221 N/A PC General & Unrestricted 500 SOUTHERN METHODIST UNIVERSITY PO BOX 750261 DALLAS TX 75275 N/A PC Harold Clark Simmons Hall Capital Fund 50000 SOUTHERN METHODIST UNIVERSITY PO BOX 750261 DALLAS TX 75275 N/A PC Lyle School of Engineering Endowed Scholarship Fund 2000 SOUTHERN METHODIST UNIVERSITY PO BOX 750402 DALLAS TX 75275 N/A PC Latin and Classical Studies Award Fund 3500 SOUTHERN METHODIST UNIV-MEADOWS SCHOOL OF THE ARTS PO BOX 750356 DALLAS TX 75275 N/A PC SMU in London (CCPA) Summer Program 1500 SOUTHERN METHODIST UNIV-MEADOWS SCHOOL OF THE ARTS PO BOX 750356 DALLAS TX 75275 N/A PC SMU Meadows Scholars Program 1000 ST MARYS EPISCOPAL DAY SCHOOL 2101 S HUBERT AVE TAMPA FL 33629 N/A PC St. Mary's Endowment Fund 3500 TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION TTU BOX 5111 COOKEVILLE TN 38505 N/A PC College of Business 1500 253600 14 300 14 170667 18 142125 CLASS ACTION LAWSUIT PROCEEDS 01 168 313260 313260 false false false false false false false false false false CR SUISSE FIRST BOS - 6.000% - 579 479 KIMBERLY CLARK NTS - 6.125% - 6121 6000 WELLS FARGO MBS - 4.485% - 11/ 20455 20228 GE CAP CORP SER A - 5.625% - 0 88664 100496 GOLDMAN SACHS - 5.950% - 01/18 91744 101964 GENERAL ELECTRIC CO - 5.250% - 96500 101323 GENWORTH FINANCIAL MTN - 6.515 87750 100375 JPMORGAN CHASE - 7.900% - 12/3 85888 103750 BANK AMER - 8.125% - 12/31/204 78738 104590 WELLS FARGO NTS - 7.980% - 02/ 88080 103625 DELPHI FINL GROUP - 7.875% - 0 100120 112367 MORGAN STANLEY D W DISC - 1.78 98625 101045 TRANSOCEAN INC - 6.800% - 03/1 68615 76000 CATERPILLAR INC 36202 54354 MERCK & CO INC 39715 42544 VERIZON COMMUNICATIONS 40405 39494 INTEL CORP 37185 41500 PIMCO INCOME STRATEGY FUND 13887 15274 PFIZER INC 41196 43677 PIMCO INCOME STRATEGY FUND II 20951 24447 GOLDMAN SACHS PFD SER C 51630 54882 GOLDMAN SACHS PFD SER D - 4.00 53634 59725 WISDOMTREE JAPAN HEDGED EQUITY 123105 132162 SELECT SECTOR SPDR-HEALTH CARE 206028 219298 ISHARE SP SMALL CAP 600 INDEX 206758 205703 POWERSHARES INT CORP BOND PT 98054 92887 FEDERAL NATIONAL MTG ASSN 103204 27200 FREDDIE MAC 8.375% PERPETUAL 105004 26400 POWERSHARES ETF TR II S&P500 L 179237 186019 TECHNOLOGY SPDR 172688 253790 SPDR S&P 500 ETF TRUST 1342088 1565016 SPDR BARCLAYS SHORT TERM HIGH 199989 185064 POWERSHARES QQQ NASDAQ 100 880852 1148418 TEMPLETON GLOBAL BD 179643 161003 1019172 1019949 Administrative Fees 18948 18948 Bank Charges 25 25 State or Local Filing Fees 61 61 Class Action Lawsuit Proceeds 168 168 Investment Management Services 63430 63430 VIDEO PRODUCTION SERVICES 711 711 990-PF Estimated Tax for 2017 2700 990-PF Extension for 2016 78