MCLAMORE FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: MCLAMORE FAMILY FOUNDATION INC (EIN 59-1896729)
Tax period: 2010-08-01 to 2011-07-31
Filed: 2011-12-06
IRS object ID: 201103409349100300
Schema version: 2010v3.4
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
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-12-06T10:09:01-00:00	Timestamp
Tax Period End Date	2011-07-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	55 Walls Drive	AddressLine1
City	Fairfield	City
State	CT	State
ZIP Code	06824	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-08-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	591896729	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	McLamore Family Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MCLA	NameControl
Phone	8132895657	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5133 W San Jose Street	AddressLine1
City	Tampa	City
State	FL	State
ZIP Code	336296414	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Susan M McCormack	Name
Title	Treasurer	Title
Date Signed	2011-12-06	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jeffrey D Haskell	Name
Phone	8008391754	Phone
Date Prepared	2011-12-06	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	5951892	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	2356	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	50	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	50	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	299856	DividendsRevAndExpnss
Dividends Net Invst Incm	266492	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	258627	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1889317	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	258627	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	11838	OtherIncomeRevAndExpnss
Total Revenue And Expenses	572727	TotalRevenueAndExpenses
Total Net Investment Income	525169	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	1105	LegalFeesRevAndExpnss
Legal Fees Dsbrs Chrtbl Prps	1105	LegalFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	60835	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	60835	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	4900	TaxesRevAndExpnss
Occupancy Rev And Expnss	121	OccupancyRevAndExpnss
Occupancy Dsbrs Chrtbl Prps	121	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	16984	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	16984	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	18646	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	18646	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	102591	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	60835	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	36856	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	361800	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	361800	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	464391	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	60835	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	398656	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	108336	ExcessOfRevenueOverExpenses
Net Investment Income	464334	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	313125	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	201375	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	201375	SavingsAndTempCashInvstEOYFMV
Accounts Receivable BOY	1539	AccountsReceivableBOY
Investments Govt Oblig BOY	671222	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	841201	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	879645	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	1463459	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2446553	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2410156	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	3035622	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	2104174	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	2460716	InvestmentsCorpBondsEOYFMV
Total Assets BOY	5484967	TotalAssetsBOY
Total Assets EOY	5593303	TotalAssetsEOY
Total Assets EOYFMV	5951892	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	5484967	RetainedEarningsBOY
Retained Earnings EOY	5593303	RetainedEarningsEOY
Total Net Assets BOY	5484967	TotalNetAssetsBOY
Total Net Assets EOY	5593303	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5484967	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5593303	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5484967	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	108336	ExcessOfRevenueOverExpenses
Subtotal	5593303	Subtotal
Total Net Assets Fund Balances EOY	5593303	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	Publicly-traded Securities	DescriptionOfAsset
Gross Sales Price	1889317	GrossSalesPrice
Cost Or Other Basis	1630690	CostOrOtherBasis
Gain Or Loss	258627	GainOrLoss
Gains Minus Excess Or Losses	258627	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	258627	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	266155	QualifyingDistributionsYear1
Noncharitable Assets Year1	5735859	NoncharitableAssetsYear1
Distribution Ratio Year1	000.046402	DistributionRatioYear1
Qualifying Distributions Year2	305848	QualifyingDistributionsYear2
Noncharitable Assets Year2	5409476	NoncharitableAssetsYear2
Distribution Ratio Year2	000.056539	DistributionRatioYear2
Qualifying Distributions Year3	154490	QualifyingDistributionsYear3
Noncharitable Assets Year3	6214952	NoncharitableAssetsYear3
Distribution Ratio Year3	000.024858	DistributionRatioYear3
Qualifying Distributions Year4	151996	QualifyingDistributionsYear4
Noncharitable Assets Year4	3255039	NoncharitableAssetsYear4
Distribution Ratio Year4	000.046696	DistributionRatioYear4
Qualifying Distributions Year5	142037	QualifyingDistributionsYear5
Noncharitable Assets Year5	3081460	NoncharitableAssetsYear5
Distribution Ratio Year5	000.046094	DistributionRatioYear5
Total Distribution Ratio	000.220589	TotalDistributionRatio
Average Distribution Ratio	000.044118	AverageDistributionRatio
Net Noncharitable Assets	5998481	NetNoncharitableAssets
Adjusted Noncharitable Assets	264641	AdjustedNoncharitableAssets
One Percent Net Investment Income	4643	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	269284	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	398656	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	4643	InvestmentIncomeExciseTax
Subtotal	4643	Subtotal
Tax Based On Investment Income	4643	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	7000	EstTaxPaymentsAndOverpayment
Total Credits And Payments	7000	TotalCreditsAndPayments
Tax Paid Original Return	7000	TaxPaidOriginalReturn
Form2220 Attached	X	Form2220Attached
Overpayment	2357	Overpayment
Amount Credited To Next Year	2357	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	co Foundation Source	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8008391754	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	true	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	true	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (13 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Jared Maddux
5133 W San Jose Street	Tampa	FL	33629	Director	001.00	0
Lynne M Maddux
5133 W San Jose Street	Tampa	FL	33629	Director / Secretary	001.00	0
Claire McCormack
5133 W San Jose Street	Tampa	FL	33629	Director	001.00	0
Susie M McCormack
5133 W San Jose Street	Tampa	FL	33629	Director / Treasurer	001.00	0
Tucker McCormack
5133 W San Jose Street	Tampa	FL	33629	Director	001.00	0
William McCormack
5133 W San Jose Street	Tampa	FL	33629	Director	001.00	0
James McLamore
5133 W San Jose Street	Tampa	FL	33629	Director	001.00	0
Nancy N McLamore
5133 W San Jose Street	Tampa	FL	33629	Chairman / Director	001.00	0
Sterling McLamore Jr
5133 W San Jose Street	Tampa	FL	33629	Director	001.00	0
S Whitman McLamore Sr
5133 W San Jose Street	Tampa	FL	33629	President / Director	001.00	0
Sara Robertson
5133 W San Jose Street	Tampa	FL	33629	Director	001.00	0
Chris Spence
5133 W San Jose Street	Tampa	FL	33629	Vice President / Director	001.00	0
Pamela M Spence
5133 W San Jose Street	Tampa	FL	33629	Director	001.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

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 Ste 500	AddressLine1
City	Newport Beach	City
State	CA	State
ZIP Code	926608903	ZIPCode

Field	Value	IRS element (for citing)
Type Of Service	Investment Management Services	TypeOfService
Compensation	60835	Compensation

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	5816763	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	273065	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	6089828	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	6089828	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	91347	CashDeemedCharitable
Net Noncharitable Assets	5998481	NetNoncharitableAssets
Minimum Investment Return	299924	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	299924	MinimumInvestmentReturn
Tax Based On Investment Income	4643	TaxBasedOnInvestmentIncome
Total Tax	4643	TotalTax
Distributable Amount Before Adj	295281	DistributableAmountBeforeAdj
Distributable Amount Before Ded	295281	DistributableAmountBeforeDed
Distributable Amount As Adjusted	295281	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	398656	ExpensesAndContributions
Qualifying Distributions	398656	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	4643	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	394013	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	295281	DistributableAmountAsAdjusted
Undistributed Income Prior Year	284817	UndistributedIncomePriorYear
Qualifying Distributions	398656	QualifyingDistributions
Applied To Year1	284817	AppliedToYear1
Applied To Current Year	113839	AppliedToCurrentYear
Undistributed Income CY	181442	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ADMIRAL NIMITZ FOUNDATION
328 E MAIN ST	FREDERICKSBRG	TX	78624	N/A	509(a)(1)	General Unrestricted	$3,500
AUSTIN CHILDRENS MUSEUM
201 COLORADO ST	AUSTIN	TX	78701	N/A	509(a)(1)	General Unrestricted	$1,000
COACHES ACROSS CONTINENTS INC
24 ST MARTINS LN UNIT 10	MARLBORO	MA	01752	N/A	509(a)(1)	Marisa Browns Fundraising Initiative	$500
CORNELL UNIVERSITY
PO BOX 223623	PITTSBURGH	PA	15251	N/A	509(a)(1)	James W. McLamore Scholarship Fund	$15,000
CUMBERLAND COUNTY PLAYHOUSE INC
PO BOX 484	CROSSVILLE	TN	38557	N/A	509(a)(2)	General Unrestricted	$1,500
FREDERICKSBURG EDUCATION INITIATIVE
PO BOX 2648	FREDERICKSBRG	TX	78624	N/A	509(a)(1)	James W. McLamore Scholarship Fund	$3,500
FRIENDS OF THE WESTBANK COMMUNITY L
1309 WESTBANK DR	AUSTIN	TX	78746	N/A	509(a)(2)	Childrens Department And Kindergarten Through 12th Grade	$1,000
HAVE IT YOUR WAY FOUNDATION INC
5505 BLUE LAGOON DR	MIAMI	FL	33126	N/A	509(a)(1)	James W. McLamore Whopper Scholarship Program	$295,000
HAVE IT YOUR WAY FOUNDATION INC
5505 BLUE LAGOON DR	MIAMI	FL	33126	N/A	509(a)(1)	Charitable Event	$3,800
HUMANE SOCIETY OF TAMPA INC
3607 N ARMENIA AVE	TAMPA	FL	33607	N/A	509(a)(1)	Animal Friends Sustainers Circle Initiative	$1,500
KENTS HILL SCHOOL
PO BOX 257	KENTS HILL	ME	04349	N/A	509(a)(1)	General Unrestricted	$1,000
LINDEN HILL SCHOOL
154 S MOUNTAIN RD	NORTHFIELD	MA	01360	N/A	509(a)(1)	General Unrestricted	$1,500
SMU MEADOWS SCHOOL OF THE ARTS
PO BOX 75036	DALLAS	TX	75275	N/A	509(a)(1)	2011 Corporate Communications And Public Affairs CCPA International Travel Program	$2,500
MUSCULAR DYSTROPHY ASSOCIATION
1100 W 31ST ST STE 210	DOWNERS GROVE	IL	60515	N/A	509(a)(1)	General Unrestricted	$2,500
MUSCULAR DYSTROPHY ASSOCIATION
1100 W 31ST ST STE 210	DOWNERS GROVE	IL	60515	N/A	509(a)(1)	The Cost Of Attendance For Children At The Summer Camp	$7,000
MUSTARD SEED RANCH
PO BOX 3814	COOKEVILLE	TN	38502	N/A	509(a)(1)	General Unrestricted	$1,500
NORTHFIELD MOUNT HERMON SCHOOL
ONE LAMPLIGHTER WAY	MOUNT HERMON	MA	01354	N/A	509(a)(1)	For The Maintenance Of The McLamore Fields	$2,000
PUTNAM COUNTY LIBRARY FRIENDS
50 E BROAD ST	COOKEVILLE	TN	38501	N/A	509(a)(1)	Childrens Department	$1,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750261	DALLAS	TX	75275	N/A	509(a)(1)	James W. McLamore Scholarship Fund	$1,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402	DALLAS	TX	75275	N/A	509(a)(1)	Classical Studies And Latin Scholarship	$3,500
ST JOHNS GREEK ORTHODOX DAY SCHOOL
2418 W SWANN AVE	TAMPA	FL	33609	N/A	509(a)(1)	2011 -2012 James W. McLamore Scholarship Fund	$7,000
ST JUDE CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PL MSC 512	MEMPHIS	TN	38105	N/A	509(a)(1)	General Unrestricted	$2,000
SUN N FUN FLY IN INC
4175 MEDULLA RD	LAKELAND	FL	33811	N/A	509(a)(1)	Sponsorship Of A Residential Camper And The Day Campers Program	$1,000
TENNESSEE TECHNOLOGICAL UNIVERSITY
UNIV ADVAN DERRYBERRY HALL RM 300	COOKEVILLE	TN	38505	N/A	509(a)(1)	College of Business Division	$1,000
TENNESSEE TECHNOLOGICAL UNIVERSITY
UNIV ADVAN DERRYBERRY HALL RM 300	COOKEVILLE	TN	38505	N/A	509(a)(1)	To Reupholster 8 Chairs In The McLamore Conference Room	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	361800	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$50	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$299,856	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$258,627	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	Federal Tax Refund	Description
Exclusion Code	01	ExclusionCode
Exclusion	$11,838	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$570,371	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	570371	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (40 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
AMERICAN INTL GROUP - 5.600 - 10/18/2016 02687QBC1 600000.00%	6119	6441
APACHE CORPORATION NOTES 5.625 01/15/2017 037411AS4 400000.00%	4050	4707
ARCH CAP GROUP LTD SR NT 7.350 05/01/2034 03937LAA3 10000000.00%	97125	108464
ATT CORP CR SENS 7.300 11/15/2011 001957BC2 600000.00%	6370	6102
BANC ONE CORP 7.625 10/15/26 059438AH4 10000000.00%	94216	120900
BANK AMER CORP VAR PERP BONDS 060505DT8 10000000.00%	78738	103000
CPWPN FIRST MORTGAGE 5.2500 DUE12/15/2015 C37 144141CX4 600000.00%	5997	6882
CISCO SYSTEMS INC - 5.000 - 02/22/2016 17275RAC6 500000.00%	4939	5779
CITIGROUP XXI JUNIOR 173094AA1 10000000.00%	104999	102875
COMCAST CORPORATIONNOTES 4.9500 DUE06/15/2016 20030NAG6 600000.00%	5976	6682
CSFB MTG PTC 2003-29VIII-A 6.0000 DUE 11/25/2018 22541Q4E9 360700.00%	4421	3783
CWMBS INC 2003-J1 01-A-2 5.2500 DUE 11/25/2033 12669FDK6 84100.00%	958	840
DELPHI FINL GROUP INC CR SENS 07.87500 01/31/2020 247131AF2 10000000.00%	100120	114116
DOW CHEM CO DEB 7.37500 03/01/2023 260543BE2 10000000.00%	101375	119238
ELI LILLY CO BD 5.200 03/15/2017 532457BB3 400000.00%	3997	4652
GE CAP CMBS 2005-C4 A-2 5.3049 DUE 11/10/2045 36828QQA7 335700.00%	3356	3363
GE CAP CORP SR UNSERUES 5.625 9/15/17 36962G3H5 10000000.00%	88664	112496
GE CAPITAL TRUST I TR SEC 6.37500 11/15/2067 36830GAA2 10000000.00%	67680	102000
GE CO NT - 5.000 - 02/01/2013 369604AY9 600000.00%	6165	6337
GENERAL ELEC CO 5.25 DUE 12-06-2017 BEO 369604BC6 10000000.00%	96500	112234
GENWORTH FINANCIAL MTN 06.51500 05/22/2018 37247DAK2 10000000.00%	87750	95000
GEORGE WASHINGTON UNIVERSITY 6.00000 02/01/2019 372546AA9 10000000.00%	100125	116442
GOLDMAN SACHS 5.95 1/18/18 38141GFG4 10000000.00%	91744	108897
GOLDMAN SACHS GP INC NTS 5.950 01/15/2027 38141GES9 10000000.00%	81718	99627
HARTFORD FINL SVCS MTN 06.00000 01/15/2019 416515AV6 10000000.00%	94875	109417
JPMORGAN CHASE VAR PEEP 46625HHA1 10000000.00%	85888	106750
KIMBERLY CLARK NTS 6.125 8/1/17 494368BB8 600000.00%	6121	7230
MEDTRONIC INC NOTES 4.7500 DUE09/15/2015 585055AH9 200000.00%	1907	2250
MERRILL LYNCH CO 6.05 8/15/12 59018YJ36 400000.00%	4034	4176
MORGAN STANLEY 6.625 4/1/18 6174466Q7 10000000.00%	87848	111147
MORGAN STANLEY D W DISC SRMTNS 1.78563 11/09/2018 61745ET76 10000000.00%	98625	97977
ORACLE CORP - 5.25 - 01/15/2016 68402LAC8 400000.00%	3771	4576
SLM CORPORATION, 5.05 - 2014 78442FAE8 10000000.00%	89625	103180
TEXTRON FINL CORP MTN BE 5.40000 04/28/2013 88319QM59 10000000.00%	99248	105861
VZ GLOBAL FDG CORP GLBL NT 7.375 09/01/2012 92344GAT3 500000.00%	5475	5363
VA ELECTRIC AND POWER COMPANY NOTES 5.4000 DUE01/15/2016 927804EZ3 200000.00%	1991	2305
WACHOVIA BK NATL ASSN MTN SUB 4.800 11/01/2014 92976GAB7 600000.00%	5986	6462
WELLS FARGO CAP FLT PERP 949801AA2 10000000.00%	101848	106500
WELLS FARGO FLT PERP 949746PM7 10000000.00%	88080	106750
ZURICH REINS CENTRE HLDGS INC 7.12500 10/15/2023 989822AA9 10000000.00%	85750	109915

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (27 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
800 shares of BLDRS INDEX FUNDS TRUST - BLDRS EMERGING MARKETS 5 ADRE	35823	36464
3420 shares of ENERGY SELECT SPDR XLE	229866	261459
4000 shares of FANNIE MAE 8.25 FNM-P	103204	9520
4211 shares of FIRST EAGLE GOLD FUND CLASS C FEGOX	78274	138378
4000 shares of FREDDIE MAC 8.3750PERPETUAL FRE-PZ	105004	11600
2500 shares of GOLDMAN SACHS DEP SH GS-PD	53634	53725
2300 shares of GOLDMAN SACHS GRP INC. THE GS-PC	51630	50830
850 shares of ISHARES MSCI EMERGING MARKETS INDEX FD EEM	36370	40044
2700 shares of ISHARES SP 500 VALUE INDEX FUND IVE	166378	161406
800 shares of ISHARES SP LAT AM40 ILF	38840	39624
2230 shares of ISHARES SP MIDCAP 400 BARRA VALUE IJJ	178493	179827
1060 shares of ISHARES SP MIDCAP 400 GROWTH INDEX FUND IJK	93914	114003
700 shares of ISHARES TRUST MSCI EAFE INDEX FUND EFA	39796	41097
3150 shares of ISHARES TRUST RUSSELL 1000 GROWTH INDEX FD IWF	167835	189315
20192 shares of PIMCO COMMODITY REAL RETURN STRATEGY FUND PCRIX	189399	185564
1254 shares of PIMCO INCOME STRATEGY FUND PFL	13887	15537
3408 shares of PIMCO INCOME STRATEGY FUND II PFN	31432	35000
5000 shares of PROTECTIVE LIFE CORP8.00 10/15/2024 PLP	100225	108500
2700 shares of SPDR LEHMAN HYB ETF JNK	109980	108675
1000 shares of VANGUARD EMERGING MARKETS STOCK INDEX VIPERS VWO	46957	48320
1200 shares of VANGUARD INFORMATION TECHNOLOGY ETF VGT	79360	75912
1200 shares of VANGUARD MID-CAP GROWTH ETF VOT	65010	79116
1320 shares of VANGUARD SMALL-CAP GROWTH ETF VBK	111459	108992
510 shares of VANGUARD VALUE ETF VTV	26549	27586
2400 shares of WISDOMTREE DIV TOP 100 DTN	118473	119496
1800 shares of WISDOMTREE JAPAN DIVIDEND FUND DXJ	64377	63630
2300 shares of WISDOMTREE SC DIV DES	110384	106536

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	24609	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	25967	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	816592	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	853678	StateLocalSecuritiesEOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	General Governance Matters and Counseling	Category
Amount	$1,105	Amount
Disbursements Charitable Prps	1105	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
Administrative Fees	17370	17370
Indemnification insurance premium payments	1276	1276

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	Federal Tax Refund	Description
Revenue And Expenses Per Books	11838	RevenueAndExpensesPerBooks

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	Investment Management Services	Category
Amount	$60,835	Amount
Net Investment Income	60835	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	Estimated Tax for 2011	Category
Amount	$4,900	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

MCLAMORE FAMILY FOUNDATION INC: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (13 entries)

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

US Address USAddress

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (40 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (27 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments