MCLAMORE FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MCLAMORE FAMILY FOUNDATION INC (EIN 59-1896729)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-03-13
- IRS object ID
- 201510729349100616
- Schema version
- 2013v4.0
- 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 Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-13T14:30:22-05:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | MCLA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5133 W San Jose Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 336296414 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | S Whitman McLamore Sr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8132895657 | PhoneNum |
| Signature | 2015-03-03 | 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 | 8132895657 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,642,054 | 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 |
| Dividends Rev And Expnss | $213,042 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,042 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $485,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,742,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $485,653 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $344 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $699,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $698,695 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $64,701 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,701 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,834 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $50,916 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,916 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $372,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,576 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $326,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $633,994 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205,297 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205,297 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $421,578 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $4,155,318 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,997,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,104,159 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,374,103 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,081,189 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,332,598 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,957,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,284,097 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,642,054 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,957,169 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,284,097 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,957,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,284,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,957,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,284,097 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,957,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $326,928 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,284,097 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,284,097 | 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 | $4,742,856 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,257,203 | CostOrOtherBasisAmt |
| Gain Or Loss | $485,653 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $485,653 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $485,653 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $295,941 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,207,017 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $256,319 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,729,824 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044734 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $394,013 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,998,481 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065685 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $266,155 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,735,859 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046402 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $305,848 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,409,476 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056539 | DistributionYr5Rt |
| Total Distribution | 0.261038 | TotalDistributionRt |
| Average Distribution | 0.052208 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,464,949 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $337,522 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,340 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $343,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $286,576 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,680 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,680 | SubtotalAmt |
| Tax Based On Investment Income | $12,680 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,724 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,273 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,997 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $317 | OverpaymentAmt |
| Applied To ES Tax | $317 | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 | false | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| 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 |
| Susie McLamore McCormack Bernard | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir / Treas | 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 |
| Chris Spence | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | VP / Dir | 1.0 | $0 |
| Pamela M Spence | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hollencrest Capital Management | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Bayview Circle Suite 500 | AddressLine1 |
| City | NEWPORT | City |
| State | CA | State |
| ZIP Code | 92660 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgt | ServiceTypeTxt |
| Compensation | $64,701 | 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 | $6,370,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,563,400 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,563,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,464,949 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,680 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,680 | TotalTaxAmt |
| Distributable Before Adj | $310,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $344 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,911 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $310,911 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,576 | 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 | $286,576 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $286,576 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $208,466 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $286,576 | QualifyingDistributionsAmt |
| Applied To Year1 | $208,466 | AppliedToYear1Amt |
| Applied To Current Year | $78,110 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $232,801 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BURGER KING MCLAMORE FOUNDATION INC | |||||||
| 5505 BLUE LAGOON DR | MIAMI | FL | 33126 | N/A | PC | James W. McLamore Whopper Scholarship Fund | $150,000 |
| BURGER KING MCLAMORE FOUNDATION INC | |||||||
| 5505 BLUE LAGOON DR | MIAMI | FL | 33126 | N/A | PC | Charitable Event | $4,000 |
| CATHOLIC CAMPUS MINISTRY AT SOUTHERN METHODIST UNI | |||||||
| 3057 UNIVERSITY BLVD | DALLAS | TX | 75205 | N/A | PC | General & Unrestricted | $200 |
| CHALLENGED ATHLETES INC | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | N/A | PC | General & Unrestricted | $500 |
| CORNELL UNIVERSITY - College of Agriculture and Li | |||||||
| 272 ROBERTS HALL | ITHACA | NY | 14853 | N/A | PC | James W. McLamore Scholarship Program - School of hotel administration | $15,000 |
| CUMBERLAND COUNTY PLAYHOUSE INC | |||||||
| PO BOX 484 | CROSSVILLE | TN | 38557 | N/A | PC | General & Unrestricted | $1,000 |
| DALLAS ARBORETUM & BOTANICAL | |||||||
| 8617 GARLAND RD | DALLAS | TX | 75218 | N/A | PC | General & Unrestricted | $300 |
| FRIENDS OF THE KATY TRAIL INC | |||||||
| 3523 MCKINNEY AVE PMD 441 | DALLAS | TX | 75204 | N/A | PC | General & Unrestricted | $1,000 |
| GENESIS HOUSE INC | |||||||
| PO BOX 1180 | COOKEVILLE | TN | 38503 | N/A | PC | General & Unrestricted | $1,000 |
| GILLESPIE COUNTY HISTORICAL SOCIETY INC | |||||||
| 312 W SAN ANTONIO ST | FREDERICKSBURG | TX | 78624 | N/A | PC | Charitable Event | $3,500 |
| HAPPY HILL FARM CHILDRENS HOME INC | |||||||
| 3846 N HWY 144 | GRANBURY | TX | 76048 | N/A | PC | General & Unrestricted | $3,500 |
| HILLSBOROUGH EDUCATION FOUNDATION INC | |||||||
| 2306 N HOWARD AVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $6,500 |
| HILLSBOROUGH EDUCATION FOUNDATION INC | |||||||
| 2306 N HOWARD AVE | TAMPA | FL | 33607 | N/A | PC | 25th Anniversary Fund | $1,000 |
| HUMANE SOCIETY OF TAMPA BAY INC | |||||||
| 3607 N ARMENIA AVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $2,000 |
| HYDE PARK UNITED METHODIST CHURCH | |||||||
| 500 W PLATT ST | TAMPA | FL | 33606 | N/A | PC | Small Blessings School | $2,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| JUNIOR ACHIEVEMENT OF FLORIDA FOUNDATION | |||||||
| 13707 N 22ND ST | TAMPA | FL | 33613 | N/A | PC | General & Unrestricted | $1,000 |
| KENTS HILL SCHOOL | |||||||
| 1614 MAIN ST | KENTS HILL | ME | 04349 | N/A | PC | General & Unrestricted | $1,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 1100 W 31ST ST | DOWNERS GROVE | IL | 60515 | N/A | PC | Summer Camp Program | $3,500 |
| MUSTARD SEED RANCH | |||||||
| PO BOX 3814 | COOKEVILLE | TN | 38502 | N/A | PC | General & Unrestricted | $1,750 |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | N/A | PC | Maintenance of the McLamore fields | $2,500 |
| PEROT MUSEUM OF NATURE AND SCIENCE | |||||||
| 2201 N FIELD ST | DALLAS | TX | 75201 | N/A | PC | Scholarship Program | $250 |
| PUTNAM COUNTY LIBRARY FRIENDS | |||||||
| 50 E BROAD ST | COOKEVILLE | TN | 38501 | N/A | PC | Children's Library | $500 |
| SIDE BY SIDE KIDS INC | |||||||
| 1033 LA POSADA DR STE 372 | AUSTIN | TX | 78752 | N/A | PC | General & Unrestricted | $1,750 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750261 | DALLAS | TX | 75275 | N/A | PC | Mechanical Engineering Scholarship Fund | $750 |
| Southern Methodist University - Dedman College | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | N/A | PC | Latin and Classical Studies Scholarship Fund | $3,500 |
| SOUTHERN METHODIST UNIVERSITY - MEADOWS SCHOOL OF | |||||||
| PO BOX 750356 | DALLAS | TX | 75275 | N/A | PC | CCPA London Program | $1,500 |
| SOUTHERN METHODIST UNIVERSITY - MEADOWS SCHOOL OF | |||||||
| PO BOX 750356 | DALLAS | TX | 75275 | N/A | PC | SMU Meadows Scholars Program | $1,500 |
| SOUTHERN METHODIST UNIVERSITY - MEADOWS SCHOOL OF | |||||||
| PO BOX 750356 | DALLAS | TX | 75275 | N/A | PC | SMU-in-London Communications Program | $1,000 |
| SUN N FUN FLY IN INC | |||||||
| 4175 MEDULLA RD | LAKELAND | FL | 33811 | N/A | PC | Youth aviation activities | $1,000 |
| TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION | |||||||
| TTU BOX 5111 | COOKEVILLE | TN | 38505 | N/A | PC | College of Business Foundation | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,500 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,042 | 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 | $485,653 | 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 | RETURNED EXPENSE | Desc |
| Exclusion | $344 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $699,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $699,039 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chris Spence | PersonNm |
| Short Explanation | * Removed from foundation on 7/31/14. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN INTL GROUP - 5.600% - | $6,119 | $6,589 |
| APACHE CORP - 5.625% - 01/15/2 | $4,050 | $4,424 |
| BANK AMER - 8.125% - 12/31/204 | $78,738 | $110,694 |
| CAROLINA POWER AND LIGHT - 5.2 | $5,997 | $6,381 |
| COMCAST CORP - 4.950% - 06/15/ | $5,976 | $6,462 |
| CSFB MTG PTC 2003-29VIII-A 6.0 | $2,324 | $1,965 |
| DELPHI FINL GROUP - 7.875% - 0 | $100,120 | $120,261 |
| ELI LILLY & CO BD - 5.200% - 0 | $3,997 | $4,425 |
| GE CAP CORP SER A - 5.625% - 9 | $88,664 | $112,608 |
| GE CAPITAL TRUST I TR SEC - 6. | $67,680 | $111,250 |
| GENERAL ELEC CO 5.25% DUE 12-0 | $96,500 | $112,211 |
| GENWORTH FINANCIAL MTN - 6.515 | $87,750 | $115,035 |
| GOLDMAN SACHS - 5.95% - 01/18/ | $91,744 | $112,574 |
| JPMORGAN CHASE - 7.90% - 12/31 | $85,888 | $110,743 |
| KIMBERLY CLARK NTS - 6.125% - | $6,121 | $6,869 |
| MEDTRONIC INC - 4.75% - 09/15/ | $1,907 | $2,095 |
| MORGAN STANLEY D W DISC - 1.78 | $98,625 | $105,114 |
| NUVEEN INVESTMENTS INC - 5.50% | $115,175 | $123,299 |
| ORACLE CORP - 5.250% - 01/15/2 | $3,771 | $4,270 |
| VIRGINIA ELECTRIC AND POWER - | $1,991 | $2,136 |
| WACHOVIA BK NATL ASSN MTN - 4. | $5,986 | $6,064 |
| WELLS FARGO MTG BCKDSER 2003-L | $33,986 | $33,729 |
| WELLS FARGO NTS - 7.980% - 02/ | $88,080 | $113,400 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T, INC | $126,576 | $119,192 |
| CISCO SYSTEMS INC | $197,216 | $212,223 |
| CONSUMER DISCRETIONARY SELECT | $267,390 | $270,149 |
| ENERGY SELECT SPDR | $266,421 | $258,002 |
| FEDERAL NATIONAL MTG ASSN | $103,204 | $46,120 |
| FIRST TRUST DOW JONES INTERNET | $82,860 | $82,516 |
| FIRST TRUST ISE CLOUD COMPUTIN | $71,233 | $86,735 |
| FREDDIE MAC 8.3750%PERPETUAL | $105,004 | $48,000 |
| GENERAL ELECTRIC CO | $180,159 | $188,485 |
| GLOBAL X FTSE GREECE 20 | $107,771 | $99,006 |
| GLOBAL X FTSE PORTUGAL 20 ETF | $108,639 | $101,924 |
| GOLDMAN SACHS DEP SH | $53,634 | $50,775 |
| GOLDMAN SACHS GRP INC. | $51,630 | $48,065 |
| INTEL CORP | $168,219 | $249,487 |
| ISHARE MSCI ITALY IN | $97,845 | $110,295 |
| ISHARE MSCI SPAIN IN | $108,872 | $112,093 |
| ISHARES TR S & P MIDCAP 400 IN | $383,723 | $395,237 |
| JP MORGAN ALERIAN MLP INDEX ET | $243,068 | $270,648 |
| PFIZER INC. | $197,124 | $183,702 |
| PIMCO INCOME STRATEGY FUND | $13,887 | $14,885 |
| PIMCO INCOME STRATEGY FUND II | $20,951 | $23,856 |
| POWERSHARES INT CORP BOND PT | $98,054 | $103,216 |
| SELECT SECTOR SPDR-HEALTH CARE | $266,869 | $283,232 |
| SPDR BARCLAYS SHORT TERM HIGH | $199,989 | $200,442 |
| SPDR S&P 500 ETF TRUST | $220,483 | $232,673 |
| SPDR S&P TRANSPORTATION | $265,708 | $284,545 |
| TECHNOLOGY SPDR | $96,659 | $104,910 |
| TEMPLETON GLOBAL BD | $160,152 | $155,421 |
| VANGUARD INDUSTRIALS ETF | $241,846 | $255,792 |
| VANGUARD VALUE ETF | $254,820 | $259,935 |
| WISDOMTREE JAPAN DIVIDEND FUND | $237,605 | $252,598 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $19,099 | $19,099 |
| Foundation Dues & Memberships | $725 | $725 |
| Indemnification Insurance | $1,275 | $1,275 |
| State or Local Filing Fees | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Returned Expense | Desc |
| Revenue And Expenses Per Books | $344 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $64,701 | Amt |
| Net Investment Income | $64,701 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $11,400 |
| 990-PF Extension for 2013 | $9,434 |
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