2015-03-13T14:30:22-05:00 2014-07-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2013-08-01 591896729 McLamore Family Foundation Inc % c/o Foundation Source MCLA 5133 W San Jose Street Suite Tampa FL 336296414 S Whitman McLamore Sr President 8132895657 2015-03-03 true Jeffrey D Haskell P01345770 8132895657 2013 2016-03-07 17:11:31Z X 6642054 X 0 X 213042 213042 485653 4742856 485653 344 699039 698695 64701 64701 20834 50916 50916 21160 21160 157611 64701 72076 214500 214500 372111 64701 286576 326928 633994 6170 205297 205297 421578 4155318 4997611 5104159 1374103 1081189 1332598 5957169 6284097 6642054 0 X 5957169 6284097 5957169 6284097 5957169 6284097 5957169 326928 6284097 6284097 Publicly-traded Securities 4742856 4257203 485653 485653 485653 false 295941 6207017 0.047678 256319 5729824 0.044734 394013 5998481 0.065685 266155 5735859 0.046402 305848 5409476 0.056539 0.261038 0.052208 6464949 337522 6340 343862 286576 12680 12680 12680 11724 1273 12997 X 317 317 false false false false false false false true true FL true false false false false true co 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 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 Hollencrest Capital Management 100 Bayview Circle Suite 500 NEWPORT CA 92660 Investment Mgt 64701 6370198 193202 0 6563400 0 6563400 98451 6464949 323247 323247 12680 12680 310567 344 310911 310911 286576 0 0 0 0 286576 286576 310911 208466 2011 2010 2009 286576 208466 78110 0 0 232801 0 0 NONE X 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 4000 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 15000 CUMBERLAND COUNTY PLAYHOUSE INC PO BOX 484 CROSSVILLE TN 38557 N/A PC General & Unrestricted 1000 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 1000 GENESIS HOUSE INC PO BOX 1180 COOKEVILLE TN 38503 N/A PC General & Unrestricted 1000 GILLESPIE COUNTY HISTORICAL SOCIETY INC 312 W SAN ANTONIO ST FREDERICKSBURG TX 78624 N/A PC Charitable Event 3500 HAPPY HILL FARM CHILDRENS HOME INC 3846 N HWY 144 GRANBURY TX 76048 N/A PC General & Unrestricted 3500 HILLSBOROUGH EDUCATION FOUNDATION INC 2306 N HOWARD AVE TAMPA FL 33607 N/A PC General & Unrestricted 6500 HILLSBOROUGH EDUCATION FOUNDATION INC 2306 N HOWARD AVE TAMPA FL 33607 N/A PC 25th Anniversary Fund 1000 HUMANE SOCIETY OF TAMPA BAY INC 3607 N ARMENIA AVE TAMPA FL 33607 N/A PC General & Unrestricted 2000 HYDE PARK UNITED METHODIST CHURCH 500 W PLATT ST TAMPA FL 33606 N/A PC Small Blessings School 2000 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 1000 KENTS HILL SCHOOL 1614 MAIN ST KENTS HILL ME 04349 N/A PC General & Unrestricted 1000 MUSCULAR DYSTROPHY ASSOCIATION 1100 W 31ST ST DOWNERS GROVE IL 60515 N/A PC Summer Camp Program 3500 MUSTARD SEED RANCH PO BOX 3814 COOKEVILLE TN 38502 N/A PC General & Unrestricted 1750 NORTHFIELD MOUNT HERMON SCHOOL ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 N/A PC Maintenance of the McLamore fields 2500 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 1750 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 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 1500 SOUTHERN METHODIST UNIVERSITY - MEADOWS SCHOOL OF PO BOX 750356 DALLAS TX 75275 N/A PC SMU-in-London Communications Program 1000 SUN N FUN FLY IN INC 4175 MEDULLA RD LAKELAND FL 33811 N/A PC Youth aviation activities 1000 TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION TTU BOX 5111 COOKEVILLE TN 38505 N/A PC College of Business Foundation 1000 214500 14 213042 18 485653 RETURNED EXPENSE 344 699039 699039 false false false false false false false false false false Chris Spence * Removed from foundation on 7/31/14. AMERICAN INTL GROUP - 5.600% - 6119 6589 APACHE CORP - 5.625% - 01/15/2 4050 4424 BANK AMER - 8.125% - 12/31/204 78738 110694 CAROLINA POWER AND LIGHT - 5.2 5997 6381 COMCAST CORP - 4.950% - 06/15/ 5976 6462 CSFB MTG PTC 2003-29VIII-A 6.0 2324 1965 DELPHI FINL GROUP - 7.875% - 0 100120 120261 ELI LILLY & CO BD - 5.200% - 0 3997 4425 GE CAP CORP SER A - 5.625% - 9 88664 112608 GE CAPITAL TRUST I TR SEC - 6. 67680 111250 GENERAL ELEC CO 5.25% DUE 12-0 96500 112211 GENWORTH FINANCIAL MTN - 6.515 87750 115035 GOLDMAN SACHS - 5.95% - 01/18/ 91744 112574 JPMORGAN CHASE - 7.90% - 12/31 85888 110743 KIMBERLY CLARK NTS - 6.125% - 6121 6869 MEDTRONIC INC - 4.75% - 09/15/ 1907 2095 MORGAN STANLEY D W DISC - 1.78 98625 105114 NUVEEN INVESTMENTS INC - 5.50% 115175 123299 ORACLE CORP - 5.250% - 01/15/2 3771 4270 VIRGINIA ELECTRIC AND POWER - 1991 2136 WACHOVIA BK NATL ASSN MTN - 4. 5986 6064 WELLS FARGO MTG BCKDSER 2003-L 33986 33729 WELLS FARGO NTS - 7.980% - 02/ 88080 113400 AT&T, INC 126576 119192 CISCO SYSTEMS INC 197216 212223 CONSUMER DISCRETIONARY SELECT 267390 270149 ENERGY SELECT SPDR 266421 258002 FEDERAL NATIONAL MTG ASSN 103204 46120 FIRST TRUST DOW JONES INTERNET 82860 82516 FIRST TRUST ISE CLOUD COMPUTIN 71233 86735 FREDDIE MAC 8.3750%PERPETUAL 105004 48000 GENERAL ELECTRIC CO 180159 188485 GLOBAL X FTSE GREECE 20 107771 99006 GLOBAL X FTSE PORTUGAL 20 ETF 108639 101924 GOLDMAN SACHS DEP SH 53634 50775 GOLDMAN SACHS GRP INC. 51630 48065 INTEL CORP 168219 249487 ISHARE MSCI ITALY IN 97845 110295 ISHARE MSCI SPAIN IN 108872 112093 ISHARES TR S & P MIDCAP 400 IN 383723 395237 JP MORGAN ALERIAN MLP INDEX ET 243068 270648 PFIZER INC. 197124 183702 PIMCO INCOME STRATEGY FUND 13887 14885 PIMCO INCOME STRATEGY FUND II 20951 23856 POWERSHARES INT CORP BOND PT 98054 103216 SELECT SECTOR SPDR-HEALTH CARE 266869 283232 SPDR BARCLAYS SHORT TERM HIGH 199989 200442 SPDR S&P 500 ETF TRUST 220483 232673 SPDR S&P TRANSPORTATION 265708 284545 TECHNOLOGY SPDR 96659 104910 TEMPLETON GLOBAL BD 160152 155421 VANGUARD INDUSTRIALS ETF 241846 255792 VANGUARD VALUE ETF 254820 259935 WISDOMTREE JAPAN DIVIDEND FUND 237605 252598 Administrative Fees 19099 19099 Foundation Dues & Memberships 725 725 Indemnification Insurance 1275 1275 State or Local Filing Fees 61 61 Returned Expense 344 Investment Management Services 64701 64701 990-PF Estimated Tax for 2014 11400 990-PF Extension for 2013 9434