2016-03-11T11:10:13-06:00 2015-07-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2014-08-01 591896729 McLamore Family Foundation Inc % Foundation Source MCLA 8132895657 5133 W San Jose Street Tampa FL 336296414 Susan M Bernard Treasurer 8132895657 2016-03-03 true Jeffrey D Haskell P01345770 8008391754 2014 2016-08-17 19:52:53Z X 6563708 X 0 X 204989 204989 71382 3093743 71382 276371 276371 64395 64395 3673 25298 25298 20775 25 20750 114141 64420 46048 213500 213500 327641 64420 259548 -51270 211951 205297 1268496 1268496 4997611 4015617 4146351 1081189 948714 1148861 6284097 6232827 6563708 0 X 6284097 6232827 6284097 6232827 6284097 6232827 6284097 -51270 6232827 6232827 Publicly-traded Securities 3093743 3022361 71382 71382 71382 false 286576 6464949 0.044328 295941 6207017 0.047678 256319 5729824 0.044734 394013 5998481 0.065685 266155 5735859 0.046402 0.248827 0.049765 6563408 326628 2120 328748 259548 4239 4239 4239 2717 1628 4345 X 2 104 104 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 Mclamore Mccormack Bernard 5133 W San Jose Street Tampa FL 336296414 Dir / Treas 1.0 0 Jared Maddux 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 Lynne M Maddux 5133 W San Jose Street Tampa FL 336296414 Dir / Sec 1.0 0 Tucker McCormack 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 William McCormack 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 Claire McCormack Hogan 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 James McLamore 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 Nancy N McLamore 5133 W San Jose Street Tampa FL 336296414 Chairman / Dir 1.0 0 Sterling McLamore Jr 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 S Whitman McLamore Sr 5133 W San Jose Street Tampa FL 336296414 Pres / Dir 1.0 0 Sara Robertson 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 Pamela M Spence 5133 W San Jose Street Tampa FL 336296414 Dir 1.0 0 Hollencrest Capital Management 100 Bayview Circle Suite 500 NEWPORT BEACH CA 926608903 Investment Mgmt 64395 6092858 570500 0 6663358 0 6663358 99950 6563408 328170 328170 4239 4239 323931 323931 323931 259548 0 0 0 0 259548 259548 323931 232801 2012 2011 2010 259548 232801 26747 0 0 297184 0 0 NONE X BURGER KING MCLAMORE FOUNDATION INC 5505 BLUE LAGOON DR MIAMI FL 33126 N/A PC James W. 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McLamore Scholarship Program - School of Hotel Administration 15000 FRIENDS OF THE KATY TRAIL INC 3523 MCKINNEY AVE PMD 441 DALLAS TX 75204 N/A PC General & Unrestricted 500 GILLESPIE COUNTY HISTORICAL SOCIETY INC 312 W SAN ANTONIO ST FREDERICKSBURG TX 78624 N/A PC Charitable Event 3500 GLOBAL GENES 28 ARGONAUT STE 140 150 ALISO VIEJO CA 92656 N/A PC General & Unrestricted 3500 HILLSBOROUGH EDUCATION FOUNDATION INC 2306 N HOWARD AVE TAMPA FL 33607 N/A PC General & Unrestricted 7000 HILLSBOROUGH EDUCATION FOUNDATION INC 2306 N HOWARD AVE TAMPA FL 33607 N/A PC to fund Classroom Special Project at Jefferson High School to support the arts 1000 HUMANE SOCIETY OF TAMPA BAY INC 3607 N ARMENIA AVE TAMPA FL 33607 N/A PC General & Unrestricted 1000 HYDE PARK UNITED METHODIST CHURCH 500 W PLATT ST TAMPA FL 33606 N/A PC Small Blessings Program 3500 INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON DC 20090 N/A PC General & Unrestricted 500 JUDEO CHRISTIAN HEALTH CLINIC INC 4120 1/2 N MACDILL AVE TAMPA FL 33607 N/A PC General & Unrestricted 500 JUNIOR ACHIEVEMENT OF FLORIDA FOUNDATION 13707 N 22ND ST TAMPA FL 33613 N/A PC General & Unrestricted 1000 MUSTARD SEED RANCH PO BOX 3814 COOKEVILLE TN 38502 N/A PC General & Unrestricted 1500 NEW CREATION OUTREACH INC 405 S DALE MABRY HWY NO 307 TAMPA FL 33609 N/A PC Pray for Jackie Trust Fund 1000 NORTHFIELD MOUNT HERMON SCHOOL ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 N/A PC maintenance of the McLamore fields 2500 REACH ACADEMY OF FORT WORTH 4713 PERSHING AVE FORT WORTH TX 76107 N/A PC General & Unrestricted 1500 SOUTHERN METHODIST UNIVERSITY PO BOX 750261 DALLAS TX 75275 N/A PC Lyle Endowed Scholarship Fund 2000 SOUTHERN METHODIST UNIVERSITY PO BOX 750261 DALLAS TX 75275 N/A PC Oxford International Program 1500 Southern Methodist University - Dedman College PO BOX 750402 DALLAS TX 75275 N/A PC Latin and Classical Studies Program 3500 SOUTHERN METHODIST UNIVERSITY - MEADOWS SCHOOL OF PO BOX 750356 DALLAS TX 75275 N/A PC CCPA London Program 1500 SOUTHERN METHODIST UNIVERSITY - MEADOWS SCHOOL OF PO BOX 750356 DALLAS TX 75275 N/A PC SMU Meadows Scholars Program 500 SOUTHERN METHODIST UNIVERSITY - MEADOWS SCHOOL OF PO BOX 750356 DALLAS TX 75275 N/A PC CCPA LONDON PROGRAM 1000 TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION TTU BOX 5111 COOKEVILLE TN 38505 N/A PC College of Business- McLamore Conference Room 3000 213500 14 204989 18 71382 276371 276371 false false false false false false false false false false AMERICAN INTL GROUP - 5.600% - 6119 6317 APACHE CORP - 5.625% - 01/15/2 4050 4231 BANK AMER - 8.125% - 12/31/204 78738 106875 COMCAST CORP - 4.950% - 06/15/ 5976 6216 CR SUISSE FIRST BOS - 6.000% - 1742 1463 DELPHI FINL GROUP - 7.875% - 0 100119 118439 DUKE ENERGY PROG - 5.250% - 12 5997 6103 GE CAP CORP SER A - 5.625% - 0 88664 108904 GE CAPITAL TRUST I TR SEC - 6. 67680 108000 GENERAL ELECTRIC CO - 5.250% - 96500 108652 GENWORTH FINANCIAL MTN - 6.515 87750 106158 GOLDMAN SACHS - 5.950% - 01/18 91744 109717 JPMORGAN CHASE - 7.900% - 12/3 85888 105500 KIMBERLY CLARK NTS - 6.125% - 6121 6581 MEDTRONIC INC - 4.750% - 09/15 1907 2009 MORGAN STANLEY D W DISC - 1.78 98625 102447 ORACLE CORP - 5.250% - 01/15/2 3771 4086 VIRGINIA ELECTRIC AND POWER - 1991 2042 WELLS FARGO MBS - 4.485% - 11/ 27252 26746 WELLS FARGO NTS - 7.980% - 02/ 88080 108375 COCA-COLA CO 87477 87213 CONSUMER DISCRETIONARY SELECT 267390 328901 FEDERAL NATIONAL MTG ASSN 103204 19600 FINANCIAL SEL SPDR 220729 238386 FIRST TRUST ISE CLOUD COMPUTIN 71233 99760 FREDDIE MAC 8.375% PERPETUAL 105004 20000 GENERAL ELECTRIC CO 83111 84805 GOLDMAN SACHS DEP SH 53634 50125 GOLDMAN SACHS GRP INC. 51630 47817 KBW REGIONAL BANKING ETF 133388 137185 MAINGATE MLP FUND CL I 207949 206622 MERCK & CO INC 87421 86435 PFIZER INC 81078 94488 PIMCO INCOME STRATEGY FUND 13887 13029 PIMCO INCOME STRATEGY FUND II 20951 21380 POWERSHARES INT CORP BOND PT 98054 89980 SCHWAB US LARGE CAP ETF 34886 36626 SELECT SECTOR SPDR-HEALTH CARE 266869 356143 SPDR BARCLAYS SHORT TERM HIGH 199989 187572 SPDR S&P 500 ETF TRUST 220483 253653 TECHNOLOGY SPDR 252459 283583 TEMPLETON GLOBAL BD 170727 151765 VANGUARD GLBL FUND MINIMUM VOL 267000 270931 VANGUARD VALUE ETF 254820 273650 VERIZON COMMUNICATIONS 87246 82444 WISDOM TREE EUROPE HEDGED EQUI 337393 333848 WISDOMTREE JAPAN HEDGED EQUITY 237605 290410 Administrative Fees 19439 19439 Bank Charges 25 25 Indemnification Insurance 1250 1250 State or Local Filing Fees 61 61 Investment Management Services 64395 64395 990-PF Estimated Tax for 2015 2400 990-PF Extension for 2014 1273