MCLAMORE FAMILY FOUNDATION INC: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: MCLAMORE FAMILY FOUNDATION INC (EIN 59-1896729)
Tax period: 2009-08-01 to 2010-07-31
Filed: 2011-06-14
IRS object ID: 201111659349100511
Schema version: 2009v1.4
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-06-14T16:11:23-00:00	Timestamp
Tax Period End Date	2010-07-31	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 3rd Floor	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	2009-08-01	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 McLamore	Name
Title	Treasurer	Title
Date Signed	2011-05-18	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jeffrey D Haskell	Name
Phone	8008391754	Phone
Date Prepared	2011-05-18	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2009	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	5837081	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	52	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	52	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	261000	DividendsRevAndExpnss
Dividends Net Invst Incm	256338	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-299208	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	2926058	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	331	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	331	OtherIncomeNetInvstIncm
Total Revenue And Expenses	-37825	TotalRevenueAndExpenses
Total Net Investment Income	256721	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	5958	LegalFeesRevAndExpnss
Legal Fees Dsbrs Chrtbl Prps	5958	LegalFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	58134	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	58134	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	3912	TaxesRevAndExpnss
Taxes Net Invst Incm	712	TaxesNetInvstIncm
Occupancy Rev And Expnss	74	OccupancyRevAndExpnss
Occupancy Dsbrs Chrtbl Prps	74	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	21780	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	21780	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	18762	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	231	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	18531	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	108620	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	59077	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	46343	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	221788	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	221788	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	330408	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	59077	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	268131	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-368233	ExcessOfRevenueOverExpenses
Net Investment Income	197644	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	225389	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	313125	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	313125	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	1539	AccountsReceivable
Accounts Receivable BOY	4781	AccountsReceivableBOY
Accounts Receivable EOY	1539	AccountsReceivableEOY
Accounts Receivable EOYFMV	1539	AccountsReceivableEOYFMV
Investments Govt Oblig BOY	312014	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	671222	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	689574	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	2662496	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1463459	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1356401	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	2683520	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	3035622	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	3476442	InvestmentsCorpBondsEOYFMV
Total Assets BOY	5888200	TotalAssetsBOY
Total Assets EOY	5484967	TotalAssetsEOY
Total Assets EOYFMV	5837081	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	5888200	RetainedEarningsBOY
Retained Earnings EOY	5484967	RetainedEarningsEOY
Total Net Assets BOY	5888200	TotalNetAssetsBOY
Total Net Assets EOY	5484967	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5888200	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5484967	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5888200	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-368233	ExcessOfRevenueOverExpenses
Subtotal	5519967	Subtotal
Other Decreases	35000	OtherDecreases
Total Net Assets Fund Balances EOY	5484967	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	2926058	GrossSalesPrice
Cost Or Other Basis	3225266	CostOrOtherBasis
Gain Or Loss	-299208	GainOrLoss
Gains Minus Excess Or Losses	-299208	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	-299208	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	305848	QualifyingDistributionsYear1
Noncharitable Assets Year1	5409476	NoncharitableAssetsYear1
Distribution Ratio Year1	000.056539	DistributionRatioYear1
Qualifying Distributions Year2	154490	QualifyingDistributionsYear2
Noncharitable Assets Year2	6214952	NoncharitableAssetsYear2
Distribution Ratio Year2	000.024858	DistributionRatioYear2
Qualifying Distributions Year3	151996	QualifyingDistributionsYear3
Noncharitable Assets Year3	3255039	NoncharitableAssetsYear3
Distribution Ratio Year3	000.046696	DistributionRatioYear3
Qualifying Distributions Year4	142037	QualifyingDistributionsYear4
Noncharitable Assets Year4	3081460	NoncharitableAssetsYear4
Distribution Ratio Year4	000.046094	DistributionRatioYear4
Qualifying Distributions Year5	126045	QualifyingDistributionsYear5
Noncharitable Assets Year5	2920218	NoncharitableAssetsYear5
Distribution Ratio Year5	000.043163	DistributionRatioYear5
Total Distribution Ratio	000.217350	TotalDistributionRatio
Average Distribution Ratio	000.043470	AverageDistributionRatio
Net Noncharitable Assets	5735859	NetNoncharitableAssets
Adjusted Noncharitable Assets	249338	AdjustedNoncharitableAssets
One Percent Net Investment Income	1976	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	251314	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	268131	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	1976	InvestmentIncomeExciseTax
Subtotal	1976	Subtotal
Tax Based On Investment Income	1976	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	5200	EstTaxPaymentsAndOverpayment
Total Credits And Payments	5200	TotalCreditsAndPayments
Tax Paid Original Return	5200	TaxPaidOriginalReturn
Form2220 Attached	X	Form2220Attached
Overpayment	3224	Overpayment
Amount Credited To Next Year	2100	AmountCreditedToNextYear
Amount To Be Refunded	1124	AmountToBeRefunded

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
States Filed With	FL	StatesFiledWith
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

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
S Whitman McLamore
5133 W San Jose Street	Tampa	FL	33629	President / Director	001.00	0
Nancy N McLamore
5133 W San Jose Street	Tampa	FL	33629	Chairman / Director	001.00	0
Claire 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
Jared Maddux
5133 W San Jose Street	Tampa	FL	33629	Director	001.00	0
Sara Robertson
5133 W San Jose Street	Tampa	FL	33629	Director	001.00	0
Sterling McLamore
5133 W San Jose Street	Tampa	FL	33629	Director	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
Pamela M Spence
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
Susie M McCormack
5133 W San Jose Street	Tampa	FL	33629	Director / Treasurer	001.00	0
Chris Spence
5133 W San Jose Street	Tampa	FL	33629	Vice President / 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	58134	Compensation

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	5303223	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	519984	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5823207	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	5823207	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	87348	CashDeemedCharitable
Net Noncharitable Assets	5735859	NetNoncharitableAssets
Minimum Investment Return	286793	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	286793	MinimumInvestmentReturn
Tax Based On Investment Income	1976	TaxBasedOnInvestmentIncome
Total Tax	1976	TotalTax
Distributable Amount Before Adj	284817	DistributableAmountBeforeAdj
Distributable Amount Before Ded	284817	DistributableAmountBeforeDed
Distributable Amount As Adjusted	284817	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	268131	ExpensesAndContributions
Qualifying Distributions	268131	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	1976	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	266155	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	284817	DistributableAmountAsAdjusted
Undistributed Income Prior Year	268131	UndistributedIncomePriorYear
Qualifying Distributions	268131	QualifyingDistributions
Applied To Year1	268131	AppliedToYear1
Undistributed Income CY	284817	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 (16 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
FREDERICKSBURG EDUCATION INITIATIVE
603 FM 2093 STE 1201	FREDERICKSBRG	TX	78624	N/A	509(a)(1)	General Unrestricted	$4,500
FREDERICKSBURG INDEPENDENT SCHOOL D
OTTER 1110 S ADAMS	FREDERICKSBURG	TX	78624	N/A	509(a)(1)	Books for the OTTER Room	$500
HAVE IT YOUR WAY FOUNDATION INC
5505 BLUE LAGOON DR	MIAMI	FL	33126	N/A	509(a)(1)	Charitable Event	$4,600
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
MUSCULAR DYSTROPHY ASSOCIATION
1100 W 31ST STE 210	DOWNERS GROVE	IL	60515	N/A	509(a)(1)	Cost of attendance for children at the summer camp	$24,500
NORTHFIELD MOUNT HERMON SCHOOL
ONE LAMPLIGHTER WAY	MOUNT HERMON	MA	01354	N/A	509(a)(1)	McLamore Field Program	$2,500
SCHWAB CHARITABLE FUND
101 MONTGOMERY ST	SAN FRANCISCO	CA	94104	N/A	509(a)(1)	General Unrestricted	$157,188
SOURTHERN METHODIST UNIV - DEDMAN C
PO BOX 750402	DALLAS	TX	75275	N/A	509(a)(1)	2010 CCPA International Travel Program	$3,500
SOURTHERN METHODIST UNIV - DEDMAN C
PO BOX 750402	DALLAS	TX	75275	N/A	509(a)(1)	Classical Studies and Latin Scholarship	$5,000
ST JOHNS GREEK ORTHODOX DAY SCHOOL
FOUNDATION 2418 W SWANN AVE	TAMPA	FL	33609	N/A	509(a)(1)	2010 - 2011 James W. McLamore Scholarship	$5,000
ST JUDE CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PL MSC 512	MEMPHIS	TN	38105	N/A	509(a)(1)	General Unrestricted	$2,500
TENNESSEE TECH UNIVERSITY FOUNDATIO
ADVAN DERRYBERRY HALL RM 300	COOKEVILLE	TN	38505	N/A	509(a)(1)	College of Business - McLamore Conference Room	$1,000
UNIV OF NEW HAMPSHIRE FOUNDATION IN
WOOD RD ELLIOTT ALUMNI CENTER	DURHAM	NH	03824	N/A	509(a)(1)	General Unrestricted	$2,500
WARREN MILLER FREEDOM FOUNDATION
PO BOX 350	DEER HARBOR	WA	98243	N/A	509(a)(2)	General Unrestricted	$1,000
YOUNG SURVIVAL COALITION INC
61 BROADWAY RM 2235	NEW YORK	NY	10006	N/A	509(a)(1)	Education and awareness in the Orlando affiliate Division	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	221788	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	$52	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$261,000	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$299,208	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	Foreign Tax Refund	Description
Exclusion Code	01	ExclusionCode
Exclusion	$331	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	-$37,825	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	-37825	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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (54 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
ALLIED WASTE 7.125 5/15/16 01958XBR7 10000000.00%	98843	107375
AMERICAN EXPRESS CO NT - 6.150 - 08/28/2017 025816AX7 10400000.00%	81905	116870
AMERICAN EXPRESS CR CORP MTNBE 5.87500 05/02/2013 0258M0CW7 10000000.00%	96238	109981
AMERICAN INTL GROUP - 5.600 - 10/18/2016 02687QBC1 600000.00%	6119	5760
APACHE CORPORATION NOTES 5.625 01/15/2017 037411AS4 400000.00%	4050	4552
APACHE FIN CDA CORP NT 4.375 05/15/2015 03746AAC4 10000000.00%	96540	109941
ARCH CAP GROUP LTD SR NT 7.350 05/01/2034 03937LAA3 10000000.00%	97125	101589
ATT CORP CR SENS 7.300 11/15/2011 001957BC2 600000.00%	6370	6468
ATT INC BOND 05.50000 02/01/2018 00206RAJ1 10000000.00%	90007	111800
BANC ONE CORP 7.625 10/15/26 059438AH4 10000000.00%	94216	118996
BANK AMER CORP VAR PERP BONDS 060505DT8 10000000.00%	78738	101250
BANK OF AMERICA 7.4 01/15/2011 060505AG9 600000.00%	6740	6178
BP CAP MKTS 6.625 5/8/14 05565QBL1 10000000.00%	85875	96250
CAROLINA POWER AND LIGHT FIRST MORTGAGE 5.2500 DUE12/15/2015 600000.00%	5996	6869
CISCO SYSTEMS INC - 5.000 - 02/22/2016 17275RAC6 500000.00%	4939	5789
COCA COLA CO NOTES 5.350 11/15/2017 MAKE WHOLE 191216AK6 500000.00%	4992	5790
COMCAST CORPORATIONNOTES 4.9500 DUE06/15/2016 20030NAG6 600000.00%	5976	6501
CONOCO FUNDING INC - 6.350 - 10/15/2011 20825UAB0 600000.00%	6679	6379
CSFB MTG PTC 2003-29VIII-A 6.0000 DUE 11/25/2018 451400.00%	5533	4726
CWMBS INC 2003-J1 01-A-2 5.2500 DUE 11/25/2033 12669FDK6 613800.00%	6998	6164
DELPHI FINL GROUP INC CR SENS 07.87500 01/31/2020 247131AF2 10000000.00%	100120	108141
DIAGEO CAPITAL PLC BONDS 4.850 05/15/2018 25243EAF0 7500000.00%	72219	77956
DOW CHEM CO DEB 7.37500 03/01/2023 260543BE2 10000000.00%	101375	109154
ELI LILLY CO BD 5.200 03/15/2017 MAKE WHOLE 532457BB3 400000.00%	3997	4539
GE CAP CMBS 2005-C4 A-2 5.3049 DUE 11/10/2045 36828QQA7 939600.00%	9393	9365
GE CAP CORP SR UNSERUES 5.625 9/15/17 36962G3H5 10000000.00%	88664	109262
GE CAPITAL TRUST I TR SEC 6.37500 11/15/2067 36830GAA2 10000000.00%	67680	95000
GE CO NT - 5.000 - 02/01/2013 369604AY9 600000.00%	6165	6480
GENERAL ELEC CO 5.25 DUE 12-06-2017 BEO 369604BC6 10000000.00%	96500	109700
GENWORTH FINANCIAL MTN 06.51500 05/22/2018 MAKE W 37247DAK2 10000000.00%	87750	100000
GEORGE WASHINGTON UNIVERSITY 6.00000 02/01/2019 372546AA9 10000000.00%	100125	109317
GOLDMAN SACHS 5.95 1/18/18 38141GFG4 10000000.00%	91744	107153
GOLDMAN SACHS GP INC NTS 5.950 01/15/2027 38141GES9 10000000.00%	81718	99175
HARTFORD FINL SVCS MTN 06.00000 01/15/2019 416515AV6 10000000.00%	94875	103278
JPMORGAN CHASE VAR PEEP 46625HHA1 10000000.00%	85888	105000
KIMBERLY CLARK NTS 6.125 8/1/17 494368BB8 600000.00%	6121	7087
MEDTRONIC INC NOTES 4.7500 DUE09/15/2015 585055AH9 200000.00%	1907	2257
MERRILL LYNCH CO 6.05 8/15/12 59018YJ36 400000.00%	4034	4283
METLIFE INC NOTES SER A 06.81700 08/15/2018 59156RAR9 10000000.00%	91230	114680
MIDAMERICAN ENERGY NOTES 05.30000 03/15/2018CALL 595620AH8 10000000.00%	100605	112228
MORGAN STANLEY 6.625 4/1/18 6174466Q7 10000000.00%	87848	110132
ORACLE CORP - 5.25 - 01/15/2016 68402LAC8 400000.00%	3771	4573
SLM CORP MTN BOOK ENTRY 0.45363 03/15/2011VR 78442FDX3 10000000.00%	96173	96872
SLM CORPORATION, 5.05 - 2014 78442FAE8 10000000.00%	89625	89611
TEXTRON FINL CORP MTN BE 5.40000 04/28/2013 88319QM59 10000000.00%	99248	104565
TOYOTA MTR CRDT VAR 11/24/23 89233P2T2 10000000.00%	93534	98750
VERIZON GLOBAL FDG CORP GLBL NT 7.375 09/01/2012 500000.00%	5475	5642
VIRGINIA ELECTRIC AND POWER COMPANY NOTES 5.4000 DUE01/15/2016 200000.00%	1991	2230
WACHOVIA BK NATL ASSN MTN SUB 4.800 11/01/2014 92976GAB7 600000.00%	5986	6388
WAL MART STORES INC NT 4.12500 02/01/2019 931142CP6 10000000.00%	99294	106763
WAL-MART STORES, INC. 8.8750 DUE06/29/2011 931142AH6 100000.00%	1010	1006
WELLS FARGO CAP FLT PERP 949801AA2 10000000.00%	101848	108000
WELLS FARGO FLT PERP 949746PM7 10000000.00%	88080	104500
ZURICH REINS CENTRE HLDGS INC 7.12500 10/15/2023 989822AA9 10000000.00%	85750	104127

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (22 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
800 shares of BLDRS INDEX FUNDS TRUST - BLDRS EMERGING MARKETS 5 ADRE	35823	34064
2050 shares of CITIGROUP CAP VIII C-PZ	11483	48585
1950 shares of CITIGROUP CAPITAL VII PREFERRED 7.125 C-PV	11196	47541
4000 shares of FANNIE MAE 8.25 FNM-P	103204	1360
3991 shares of FIRST EAGLE GOLD FUND CLASS C FEGOX	71229	109521
4000 shares of FREDDIE MAC 8.3750PERPETUAL FRE-PZ	105004	1540
2500 shares of GOLDMAN SACHS DEP SH GS-PD	53634	50425
2300 shares of GOLDMAN SACHS GRP INC. THE GS-PC	51630	49726
1900 shares of ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FD LQD	176471	209570
850 shares of ISHARES MSCI EMERGING MARKETS INDEX FD EEM	36370	35190
900 shares of ISHARES SP 500 VALUE INDEX FUND IVE	52666	47871
800 shares of ISHARES SP LAT AM40 ILF	38840	37288
1060 shares of ISHARES SP MIDCAP 400 BARRA VALUE IJJ	79433	72610
1060 shares of ISHARES SP MIDCAP 400 GROWTH INDEX FUND IJK	93914	87047
700 shares of ISHARES TRUST MSCI EAFE INDEX FUND EFA	39796	36337
3150 shares of ISHARES TRUST RUSSELL 1000 GROWTH INDEX FD IWF	167835	154035
2508 shares of PIMCO INCOME STRATEGY FUND PFL	27776	28842
3408 shares of PIMCO INCOME STRATEGY FUND II PFN	31432	34250
5000 shares of PROTECTIVE LIFE CORP8.00 10/15/2024 PLP	100225	110350
5500 shares of PS DYN LG CAP GR PRT PWB	83939	75625
1200 shares of VANGUARD MID-CAP GROWTH ETF VOT	65010	60348
510 shares of VANGUARD VALUE ETF VTV	26549	24276

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	153454	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	152299	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	517768	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	537275	StateLocalSecuritiesEOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees (2 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps
General governance matters and counseling	$4,229	4229
Legal Services	$1,729	1729

Other Decreases Schedule OtherDecreasesSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
Administrative Fees	17207	17207
Bank Charge	231		231
Indemnification insurance premium payments	1262	1262
Offices Supplies	62	62

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	Foreign Tax Refund	Description
Revenue And Expenses Per Books	331	RevenueAndExpensesPerBooks
Net Investment Income	331	NetInvestmentIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	Investment Management Services	Category
Amount	$58,134	Amount
Net Investment Income	58134	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
Estimated tax for 2010	$3,200	0	0	0
Foreign Tax Paid	$712	712	0	0

MCLAMORE FAMILY FOUNDATION INC: Form 990PF, tax year 2009

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 (16 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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (54 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (22 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees (2 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments