Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
SPEER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1537 FRANKLIN RD STE 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRENTWOOD, TN37027
A Employer identification number

81-6922938
B Telephone number (see instructions)

(615) 627-2236
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$161,094,388J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,967,733 2,967,733  
5a Gross rents............ 1,189,779 1,189,779  
b Net rental income or (loss) 1,189,779
6a Net gain or (loss) from sale of assets not on line 10 3,706,631
b Gross sales price for all assets on line 6a 23,466,458
7 Capital gain net income (from Part IV, line 2)... 3,706,631
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 382,306 283,725 0
12 Total. Add lines 1 through 11........ 8,246,449 8,147,868 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 368,254 55,317 0 312,937
14 Other employee salaries and wages...... 349,529 207,327 0 142,202
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 36,445 1,351 0 35,094
b Accounting fees (attach schedule)....... Click to see attachment 63,679 28,497 0 35,182
c Other professional fees (attach schedule).... Click to see attachment 861,097 846,497 0 14,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 54,693 28,119 0 26,574
19 Depreciation (attach schedule) and depletion... Click to see attachment 379,159 379,159 0
20 Occupancy.............. 80,933 16,187 0 64,746
21 Travel, conferences, and meetings....... 2,249 0 0 2,249
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 848,911 783,291 0 65,620
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,044,949 2,345,745 0 699,204
25 Contributions, gifts, grants paid....... 7,979,700 7,979,700
26 Total expenses and disbursements. Add lines 24 and 25 11,024,649 2,345,745 0 8,678,904
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,778,200
b Net investment income (if negative, enter -0-) 5,802,123
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,453,402 1,653,330 1,653,330
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet25,529
Less: allowance for doubtful accounts bullet   1,070 25,529 25,529
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 18,217 11,773 11,773
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 141,159,151 Click to see attachment117,237,361 117,237,361
c Investments—corporate bonds (attach schedule)....... 6,968,197 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 26,408,765 Click to see attachment28,081,200 28,081,200
14 Land, buildings, and equipment: basis bullet16,006,118
Less: accumulated depreciation (attach schedule) bullet3,362,418 12,965,460 Click to see attachment12,643,700 12,758,375
15 Other assets (describe bullet) Click to see attachment127,445 Click to see attachment1,326,820 Click to see attachment1,326,820
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 189,101,707 160,979,713 161,094,388
Liabilities 17 Accounts payable and accrued expenses.......... 19,061 26,855
18 Grants payable.................    
19 Deferred revenue................. 55,039 91,025
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment44,555 Click to see attachment98,112
23 Total liabilities (add lines 17 through 22)......... 118,655 215,992
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 188,983,052 160,763,721
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 188,983,052 160,763,721
30 Total liabilities and net assets/fund balances (see instructions). 189,101,707 160,979,713
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
188,983,052
2
Enter amount from Part I, line 27a .....................
2
-2,778,200
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
186,204,852
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
25,441,131
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
160,763,721
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a WELLS FARGO - 3290      
b WELLS FARGO - 8894      
c PARTNERSHIP K-1S P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 28,466   50,000 -21,534
b 22,771,937   19,709,827 3,062,110
c 666,055     666,055
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -21,534
b       3,062,110
c       666,055
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,706,631
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 3,706,631
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 80,650
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 80,650
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 140,216
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 140,216
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 59,566
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet59,566 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SPEERFOUNDATION.ORG
    14
    The books are in care ofbulletLAURI PEARSON Telephone no.bullet (615) 627-2236

    Located atbullet1537 FRANKLIN RD STE 201BRENTWOODTN ZIP+4bullet37027
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LYNNDA L SPEER TRUSTEE
    4.00     		0 0 0
    1537 FRANKLIN RD STE 201
    BRENTWOOD,TN37027
    RICHARD M SPEER TRUSTEE
    4.00     		0 0 0
    1537 FRANKLIN RD STE 201
    BRENTWOOD,TN37027
    MARK WALKER TREASURER, SECRETARY
    10.00     		69,146 0 0
    1537 FRANKLIN RD STE 201
    BRENTWOOD,TN37027
    CABOT P PYLE EX. DIRECTOR
    40.00     		282,115 16,993 0
    1537 FRANKLIN RD STE 201
    BRENTWOOD,TN37027
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    LAURI PEARSON CONTROLLER
    40.00     		133,415 14,529 0
    1537 FRANKLIN RD STE 201
    BRENTWOOD,TN37027
    MATTHEW PRESTON FOUNDATION ASSOCIATE
    40.00     		60,927 7,303 0
    1537 FRANKLIN RD STE 201
    BRENTWOOD,TN37027
    WILLIAM KAHN BUILDING MAINTENANCE
    40.00     		66,191 1,227 0
    1537 FRANKLIN RD STE 201
    BRENTWOOD,TN37027
    THOMAS HOGLUND PROPERTY MANAGER
    20.00     		65,937 0 0
    1537 FRANKLIN RD STE 201
    BRENTWOOD,TN37027
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    EQUITABLE TRUST CO CONSULTING SERVICES 50,000
    4400 HARDING PIKE 310
    NASHVILLE,TN37205
    FAMILY CAPITAL STRATEGIES CONSULTING SERVICES 50,000
    95 WHITE BRIDGE PIKE SUITE 105
    NASHVILLE,TN37205
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    164,582,224
    b
    Average of monthly cash balances.......................
    1b
    2,263,156
    c
    Fair market value of all other assets (see instructions)................
    1c
    19,463,860
    d
    Total (add lines 1a, b, and c).........................
    1d
    186,309,240
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    186,309,240
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,794,639
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    183,514,601
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    9,175,730
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    9,175,730
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    80,650
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    19,213
    c
    Add lines 2a and 2b............................
    2c
    99,863
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,075,867
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    9,075,867
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    9,075,867
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 9,075,867
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 4,083,510
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 8,678,904
    a Applied to 2020, but not more than line 2a 4,083,510
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 4,595,394
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		4,480,473
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALPHA HOUSE OF PINELLAS COUNTY INC
    701 5TH AVENUE N
    ST PETERSBURG,FL33701     		NONE PC OPERATING SUPPORT 200,000
    ANGELS AGAINST ABUSE INC
    2200 TALL PINES DRIVE SUITE 100
    LARGO,FL33771     		NONE PC OPERATING SUPPORT 200,000
    APOLOGETICS INC
    2430 WELBILT BLVD
    TRINITY,FL34655     		NONE PC OPERATING SUPPORT 25,000
    BIG CAT HABITAT GULF COAST SANCTUARY INC
    7101 PALMER BLVD
    SARASOA,FL34240     		NONE PC OPERATING SUPPORT 100,000
    BRIDGES OF WILLIAMSON COUNTY
    PO BOX 1592
    FRANKLIN,TN37065     		NONE PC OPERATING SUPPORT 35,000
    CAMPUS CRUSADE FOR CHRIST INC
    PO BOX 628222
    ORLANDO,FL32862     		NONE PC OPERATING SUPPORT 21,600
    CHRIST PRESBYTERIAN CHURCH INC
    2323-A OLD HICKORY BLVD
    NASHVILLE,TN37215     		NONE PC OPERATING SUPPORT 630,000
    COMMUNITY ACTION STOPS ABUSE INC
    PO BOX 414
    ST PETERSBURG,FL33731     		NONE PC OPERATING SUPPORT 100,000
    CORNERSTONE CHRISTIAN CHURCH OF TAMPA INC
    PO BOX 17244
    TAMPA,FL33682     		NONE PC OPERATING SUPPORT 9,600
    CREATION FOUNDATION INC
    9732 LITTLE ROAD
    NEW PORT RICHEY,FL34654     		NONE PC OPERATING SUPPORT 45,000
    CROSSROADS CAMPUS THE
    707 MONROE STREET
    NASHVILLE,TN37208     		NONE PC OPERATING SUPPORT 150,000
    FISHER HOUSE FOUNDATION INC
    12300 TWINBROOK PKWY STE 410
    ROCKVILLE,MD20852     		NONE PC OPERATING SUPPORT 153,500
    FLORIDA ORCHESTRA INC
    244 2ND AVENUE N STE 420
    ST PETERSBURG,FL33701     		NONE PC OPERATING SUPPORT 100,000
    FLORIDA RESURRECTION HOUSE INC
    800 11TH ST N ST
    ST PETERSBURG,FL33705     		NONE PC OPERATING SUPPORT 50,000
    FOREST HILLS BAPTIST CHURCH
    2101 OLD HICKORY BLVD
    NASHVILLE,TN37215     		NONE PC OPERATING SUPPORT 50,000
    GLOBAL PRISON SEMINARIES FOUNDATION
    PO BOX 1495
    WALKER,LA70785     		NONE PC OPERATING SUPPORT 150,000
    GOOD SAMARITAN HEALTH CLINIC OF PASCO INC
    5334 ASPEN STREET
    NEW PORT RICHEY,FL34652     		NONE PC OPERATING SUPPORT 75,000
    HEALING HEARTS MINISTRY FOR WOMEN
    PO BOX 519
    NEW PORT RICHEY,FL34656     		NONE PC OPERATING SUPPORT 28,500
    HEALING HOUSING INC
    PO BOX 2385
    BRENTWOOD,TN37024     		NONE PC OPERATING SUPPORT 50,000
    HEROES OF THE ST PETE POLICE INC
    100 2ND AVENUE S SUITE 600
    ST PETERSBURG,FL33701     		FAMILY MEMBER IS A BOARD MEMBER PC OPERATING SUPPORT 175,000
    HIGH HOPES INC
    301 HIGH HOPES COURT
    FRANKLIN,TN37064     		FAMILY MEMBER IS A BOARD MEMBER PC OPERATING SUPPORT 135,000
    HOOK A HERO INC
    302 S COLLINS STREET 172
    PLANT CITY,FL33563     		NONE PC OPERATING SUPPORT 25,000
    HOPE INTERNATIONAL MINISTRIES INC
    11415 HOPE INTERNATIONAL DR
    TAMPA,FL33625     		NONE PC OPERATING SUPPORT 175,000
    JDRF INTERNATIONAL
    1850 LEE RD SUITE 132
    WINTER PARK,FL32789     		NONE PC OPERATING SUPPORT 50,000
    JULIE WEINTRAUB'S HANDS ACROSS THE BAY
    3800 ULMERTON RD
    CLEARWATER,FL33762     		NONE PC OPERATING SUPPORT 50,000
    KESWICK CHRISTIAN SCHOOL
    10101 54TH AVE N
    ST PETERSBURG,FL33708     		NONE PC OPERATING SUPPORT 25,000
    KIND MOUSE PRODUCTIONS INC
    1801 16TH ST N SUITE B
    ST PETERSBURG,FL33704     		FAMILY MEMBER IS A BOARD MEMBER PC OPERATING SUPPORT 100,000
    LIGHTHOUSE MEDIA NA INC
    PO BOX 1140
    TEMPLE CITY,CA91780     		NONE PC OPERATING SUPPORT 899,000
    MISSION CHALLENGE INC
    PO BOX 913
    NEW PORT RICHEY,FL34656     		NONE PC OPERATING SUPPORT 20,000
    MISSION INCREASE
    7357 SW BEVELAND ST 200
    TIGARD,OR97223     		NONE PC OPERATING SUPPORT 60,000
    MUSEUM OF THE BIBLE
    7507 SW 44TH ST
    OKLAHOMA CITY,OK73179     		NONE PC OPERATING SUPPORT 250,000
    NASHVILLE ANTI-HUMAN TRAFFICKING COALITION INC
    PO BOX 158972
    NASHVILLE,TN37215     		NONE PC OPERATING SUPPORT 300,000
    NASHVILLE RESCUE MISSION
    639 LAFAYETTE STREET
    NASHVILLE,TN37203     		NONE PC OPERATING SUPPORT 500,000
    NASHVILLE YOUTH FOR CHRIST INC
    PO BOX 330027
    NASHVILLE,TN37203     		NONE PC OPERATING SUPPORT 80,000
    OPERATION ANDREW GROUP INC
    PO BOX 128045
    NASHVILLE,TN37212     		NONE PC OPERATING SUPPORT 25,000
    OPERATION STAND DOWN TENNESSEE
    1125 12TH AVENUE SO
    NASHVILLE,TN37203     		NONE PC OPERATING SUPPORT 250,000
    OUACHITA BAPTIST UNIVERSITY
    410 OUACHITA BOX 3754
    ARKEDELPHIA,AR71998     		NONE PC OPERATING SUPPORT 20,000
    OVERLAND MISSIONS INC
    11 RIVERSIDE DRIVE SUITE 201
    COCOA,FL32922     		NONE PC OPERATING SUPPORT 140,000
    PRACTICAL CHRISTIANITY FOUNDATION
    2535 SUCCESS DRIVE
    ODESSA,FL33556     		TRUSTEE IS A BOARD MEMBER PF OPERATING SUPPORT 250,000
    PRECIOUS LIFE SHELTER INC
    PO BOX 414
    LOS ALAMITOS,CA90720     		NONE PC OPERATING SUPPORT 30,000
    PRESIDENTIAL PRAYER TEAM INC
    PO BOX 4140
    SCOTTSDALE,AZ85261     		TRUSTEE IS A BOARD MEMBER PC OPERATING SUPPORT 618,000
    SADDLE UP
    1549 OLD HILLSBORO ROAD
    FRANKLIN,TN37069     		NONE PC OPERATING SUPPORT 46,000
    SAINT THOMAS HEALTH FOUNDATION
    4220 HARDING ROAD
    NASHVILLE,TN37205     		NONE PC OPERATING SUPPORT 250,000
    SCOTT HAMILTON CARES FOUNDATION INC
    PO BOX 680483
    FRANKLIN,TN37068     		NONE PC OPERATING SUPPORT 20,000
    ST PETE FOOLS CHARITIES INC
    1949 1ST AVENUE S
    ST PETERSBURG,FL33712     		NONE PC OPERATING SUPPORT 25,000
    ST PETERSBURG COLLEGE FOUNDATION INC
    PO BOX 13489
    ST PETERSBURG,FL33733     		NONE PC OPERATING SUPPORT 125,000
    SUGAR TREE BAPTIST CHAPEL INC
    16364 BIRDSONG ROAD
    HOLLADAY,TN38341     		NONE PC OPERATING SUPPORT 20,000
    TEAM HAITI
    1523 PENMAN RD
    JACKSONVILLE BEACH,FL32250     		NONE PC OPERATING SUPPORT 175,000
    TENNESSEE BAPTIST CHILDREN'S HOME INC
    1310 FRANKLIN RD
    BRENTWOOD,TN37024     		NONE PC OPERATING SUPPORT 20,000
    TENNESSEE BAPTIST MISSION BOARD
    PO BOX 68278
    FRANKLIN,TN37068     		NONE PC OPERATING SUPPORT 70,000
    TENNESSEE GOLF FOUNDATION
    400 FRANKLIN ROAD
    FRANKLIN,TN37069     		NONE PC OPERATING SUPPORT 10,000
    TENNESSEE WILDLIFE FEDERATION INC
    300 ORLANDO AVENUE
    NASHVILLE,TN37209     		TRUSTEE IS A BOARD MEMBER PC OPERATING SUPPORT 250,000
    TENNESSEE WILDLIFE RESOURCES FOUNDATION
    5000 LINBAR DRIVE SUITE 275
    NASHVILLE,TN37211     		NONE PC OPERATING SUPPORT 10,000
    THE SHELBY FOUNDATION
    204 DOWNEYMEADE DRIVE
    NASHVILLE,TN37214     		NONE PC OPERATING SUPPORT 25,000
    TRINITY COLLEGE OF FLORIDA INC
    2430 WELBILT BOULEVARD
    TRINITY,FL34655     		NONE PC OPERATING SUPPORT 177,000
    US INSTITUTE AGAINST HUMAN TRAFFICKING
    PO BOX 272463
    TAMPA,FL33688     		NONE PC OPERATING SUPPORT 250,000
    URBAN HOUSING SOLUTIONS
    822 WOODLAND ST
    NASHVILLE,TN37206     		NONE PC OPERATING SUPPORT 54,000
    WELL COFFEEHOUSE
    5000 LINBAR DRIVE SUITE 285
    NASHVILLE,TN37211     		NONE PC OPERATING SUPPORT 50,000
    WEST NASHVILLE DREAM CENTER
    PO BOX 92456
    NASHVILLE,TN37209     		NONE PC OPERATING SUPPORT 52,500
    Total .................................bullet 3a 7,979,700
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 1,189,779  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 3,706,631  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 8,246,449 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,246,449
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 63,679 28,497 0 35,182

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 AmortizationSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    3700 LC VITAS3 2017-09-10 47,776 36,628 60.000000000000 9,555 9,555 0 46,183
    700 FIRST 2 AID 2019-10-01 3,962 2,311 36.000000000000 1,321 1,321 0 3,632
    3600 GOODMAN-CUSHMAN & WAKEFIELD 2020-03-01 65,251 10,763 97.000000000000 8,072 8,072 0 18,835
    3600 - GOODMAN LANDRY COMMERCIAL 2020-03-01 130,503 21,526 97.000000000000 16,145 16,145 0 37,671
    3600 CUSHMAN & WAKEFIELD - ORLANDO 2021-04-01 10,260   24.000000000000 6,413 6,413 0 6,413
    THE WEATHERFORD COMPANY 2021-11-01 11,800   24.000000000000 3,933 3,933 0 3,933

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    TY 2021 DepreciationSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    3700 BUILDING 2013-06-20 5,692,916 1,173,869 SL 39.000000000000 145,972 145,972 0  
    3600 BUILDING 2013-06-20 6,878,577 1,418,350 SL 39.000000000000 176,374 176,374 0  
    OFFICE - HI-FI BUYS - TV 2021-07-02 3,335   SL 3.000000000000 1,112 1,112 0  
    3700 FENCING 2013-06-20 19,318 3,983 SL 39.000000000000 433 433 0  
    3700 CONCRETE & 2013-06-20 172,312 35,532 SL 39.000000000000 4,418 4,418 0  
    3700 LIGHTING 2013-06-20 18,635 3,843 SL 39.000000000000 478 478 0  
    3700 ELEVATOR 2013-06-20 17,290 3,565 SL 39.000000000000 443 443 0  
    3600 FENCING 2013-06-20 23,673 4,881 SL 39.000000000000 607 607 0  
    3600 CONCRETE & 2013-06-20 211,150 43,537 SL 39.000000000000 5,414 5,414 0  
    3600 LIGHTING 2013-06-20 22,835 4,709 SL 39.000000000000 586 586 0  
    3600 ELEVATOR 2013-06-20 17,290 3,565 SL 39.000000000000 443 443 0  
    3600 COMPRESSOR 2013-08-22 5,832 1,171 SL 39.000000000000 150 150 0  
    3700 MOVABLE WALLS 2013-09-17 3,948 785 SL 39.000000000000 101 101 0  
    3600 ROOF REPLACEMENT PARTIAL 2013-11-26 33,238 6,463 SL 39.000000000000 852 852 0  
    3700 PAINTING 2014-05-30 32,680 15,432 SL 15.000000000000 2,179 2,179 0  
    3600 PAINTING 2014-07-22 48,720 22,465 SL 15.000000000000 3,248 3,248 0  
    3700 A/C UNIT 2014-11-06 4,943 845 SL 39.000000000000 127 127 0  
    US 19 A/C UNIT 2015-01-02 47,000 7,833 SL 39.000000000000 1,205 1,205 0  
    US 19 LANDSCAPE RESOD 2015-02-04 30,700 13,133 SL 15.000000000000 2,047 2,047 0  
    US 19 CENTRAL FL BUILDOUT 2015-02-12 9,004 1,482 SL 39.000000000000 231 231 0  
    3600 PARKING LOT LIGHT UPGRADE 2015-05-18 10,297 4,176 SL 15.000000000000 686 686 0  
    3700 LOT LIGHTS UPGRADE 2015-05-18 10,297 4,176 SL 15.000000000000 686 686 0  
    3600 OSCEOLA BUILDOUT 2015-10-15 5,622 829 SL 39.000000000000 144 144 0  
    3700 A/C UNITS (2) 2015-11-15 25,200 3,661 SL 39.000000000000 646 646 0  
    3600 A/C UNITS (2) 2015-11-15 26,300 3,821 SL 39.000000000000 674 674 0  
    3600 GENERATOR UPGRADE 2016-01-10 9,291 1,310 SL 39.000000000000 238 238 0  
    3600 PARKING LOT CURBING 2016-02-01 15,875 5,733 SL 15.000000000000 1,058 1,058 0  
    3700 ROI BUILDOUT 2016-06-01 4,039 526 SL 39.000000000000 104 104 0  
    3600 WALMART BUILDOUT 2016-06-01 3,800 495 SL 39.000000000000 97 97 0  
    3700 A/C UNIT ROI 2016-07-12 7,800 1,000 SL 39.000000000000 200 200 0  
    3600 AC UNIT 2017-03-23 14,400 1,569 SL 39.000000000000 369 369 0  
    3600 PARKING LOT 2014-08-31 15,462 7,044 SL 15.000000000000 1,031 1,031 0  
    3600 ROOF REPLACEMENT 2017-08-11 310,701 31,203 SL 39.000000000000 7,967 7,967 0  
    3700 ROOF REPLACEMENT 2017-08-11 143,978 14,459 SL 39.000000000000 3,692 3,692 0  
    3600 LIGHTNING PROTECTION 2017-08-30 18,660 1,834 SL 39.000000000000 478 478 0  
    3700 LIGHTNING PROTECTION 2017-08-30 8,200 806 SL 39.000000000000 210 210 0  
    3600-HVAC UNIT 2018-03-15 14,000 1,197 SL 39.000000000000 359 359 0  
    3700 FLOORING 2018-08-09 3,550 2,071 SL 5.000000000000 710 710 0  
    3600 FLOORING 2018-09-01 5,500 3,117 SL 5.000000000000 1,100 1,100 0  
    3600 WALL REPLACEMENT 2018-10-01 3,912 276 SL 39.000000000000 100 100 0  
    3700 AC UNIT 2019-01-15 13,152 843 SL 39.000000000000 337 337 0  
    3600 AC UNIT 2019-01-15 6,728 431 SL 39.000000000000 173 173 0  
    3700 AC UNIT - CONTROL ROOM 2019-10-31 12,240 549 SL 39.000000000000 314 314 0  
    3700 AC UNIT - SUITE 200, VITAS 2019-11-26 13,137 562 SL 39.000000000000 337 337 0  
    3600 - GOODMAN RENOVATION 2020-03-20 245,427 8,391 SL 39.000000000000 6,293 6,293 0  
    3600-10 TON SPLIT SUITE 102A 2020-06-22 13,140 337 SL 39.000000000000 337 337 0  
    3700-15 TON SPLIT 1ST FLOOR WEST 2020-06-22 17,370 445 SL 39.000000000000 445 445 0  
    3700 AIRE TECH MECHANICAL 2020-09-09 13,460 288 SL 39.000000000000 345 345 0  
    3700 AIRE TECH 15 TON TOP ROOF-2ND FLOOR WEST SIDE NORTH 2021-07-20 18,700   SL 39.000000000000 440 440 0  
    3700 AIRE TECH 20 TON OFFICE AREA - 1ST FLOOR EAST SIDE COVERING NORTH 2021-10-13 22,890   SL 39.000000000000 440 440 0  
    3600 AIRE TECH - (2) 7.5 TON PACKAGE UNITS 2021-10-14 17,270   SL 39.000000000000 332 332 0  
    OFFICE - DESK CHAIR 2021-07-01 1,050   SL 7.000000000000 150 150 0  
    OFFICE - SIDEBOARD 2021-07-01 1,995   SL 7.000000000000 285 285 0  
    OFFICE - TABLE 2021-09-01 773   SL 7.000000000000 92 92 0  
    OFFICE - 4 DARK BLUE CHAIRS 2021-07-01 940   SL 7.000000000000 134 134 0  
    OFFICE - BOOKCASE 2021-09-01 1,588   SL 7.000000000000 189 189 0  
    OFFICE - LATERAL FILE 2021-09-01 740   SL 7.000000000000 88 88 0  
    OFFICE - 2 CHAIRS 2021-07-01 472   SL 7.000000000000 67 67 0  
    OFFICE - END TABLE 2021-07-01 215   SL 7.000000000000 31 31 0  
    OFFICE - DESK 2021-07-01 1,956   SL 7.000000000000 279 279 0  
    OFFICE - WARDROBE LATERAL FILE 2021-07-01 1,139   SL 7.000000000000 163 163 0  
    OFFICE - LATERAL FILE 2021-07-01 1,279   SL 7.000000000000 183 183 0  
    OFFICE - MOBILE PEDESTAL 2021-07-01 429   SL 7.000000000000 61 61 0  
    OFFICE - L DESK 2021-07-01 1,624   SL 7.000000000000 232 232 0  
    OFFICE - EVANS GLASS (INVOICE DATED 10/6/21) 2022-01-01 4,683   SL 7.000000000000 335 335 0  
    OFFICE - CREDENZA IN CONFERENCE ROOM 2022-04-06 3,021   SL 7.000000000000 108 108 0  
    LAND 2013-06-20 1,370,868   L   0 0 0  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    LIFE EQUIP
          		625 PLAZA DRIVE
    COVINGTON,LA70433     		2020-12-18 300,000 OPERATING SUPPORT 13,598 SEE RESULTS OF VERIFICATION STATEMENT 07/01/21 - 06/30/22 2022-06-30 REPORTS ARE RECEIVED AND VERIFIED BI-ANNUALLY. TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
    LIFE EQUIP
          		625 PLAZA DRIVE
    COVINGTON,LA70433     		2021-06-04 200,000 OPERATING SUPPORT 200,000 SEE RESULTS OF VERIFICATION STATEMENT 07/01/21 - 06/30/22 2022-06-30 REPORTS ARE RECEIVED AND VERIFIED BI-ANNUALLY. TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
    PRACTICAL CHRISTIANITY FOUNDATION
          		2535 SUCCESS DRIVE
    ODESSA,FL33556     		2020-12-09 75,000 OPERATING SUPPORT 2,608 SEE RESULTS OF VERIFICATION STATEMENT 07/01/21 - 06/30/22 2022-06-30 REPORTS ARE RECEIVED AND VERIFIED BI-ANNUALLY. TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
    PRACTICAL CHRISTIANITY FOUNDATION
          		2535 SUCCESS DRIVE
    ODESSA,FL33556     		2021-05-28 100,000 OPERATING SUPPORT 100,000 SEE RESULTS OF VERIFICATION STATEMENT 07/01/21 - 06/30/22 2022-06-30 REPORTS ARE RECEIVED AND VERIFIED BI-ANNUALLY. TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
    PRACTICAL CHRISTIANITY FOUNDATION
          		2535 SUCCESS DRIVE
    ODESSA,FL33556     		2021-10-27 25,000 OPERATING SUPPORT 25,000 SEE RESULTS OF VERIFICATION STATEMENT 07/01/21 - 06/30/22 2022-06-30 REPORTS ARE RECEIVED AND VERIFIED BI-ANNUALLY. TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
    PRACTICAL CHRISTIANITY FOUNDATION
          		2535 SUCCESS DRIVE
    ODESSA,FL33556     		2021-12-06 100,000 OPERATING SUPPORT 97,199 SEE RESULTS OF VERIFICATION STATEMENT 07/01/21 - 06/30/22 2022-06-30 REPORTS ARE RECEIVED AND VERIFIED BI-ANNUALLY. TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
    PRACTICAL CHRISTIANITY FOUNDATION
          		2535 SUCCESS DRIVE
    ODESSA,FL33556     		2022-05-23 125,000 OPERATING SUPPORT   SEE RESULTS OF VERIFICATION STATEMENT 07/01/21 - 06/30/22 2022-06-30 REPORTS ARE RECEIVED AND VERIFIED BI-ANNUALLY. TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Name of Stock End of Year Book Value End of Year Fair Market Value
    WELLS FARGO ACCT: 8849 117,237,361 117,237,361

    TY 2021 InvestmentsOtherSchedule2
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WELLS FARGO ACCT: 8849 FMV 17,113,913 17,113,913
    MERRILL LYNCH ACCT: 2002 FMV 2,125,864 2,125,864
    MORGAN STANLEY ACCT: 5496 FMV 132,426 132,426
    WELLS FARGO ACCT: 3920 FMV 525,600 525,600
    MISC INVESTMENTS FMV 8,183,397 8,183,397

    TY 2021 LandEtcSchedule2
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    3700 BUILDING 5,692,916 1,319,841 4,373,075  
    3600 BUILDING 6,878,577 1,594,724 5,283,853  
    OFFICE - HI-FI BUYS - TV 3,335 1,112 2,223  
    3700 FENCING 19,318 4,416 14,902  
    3700 CONCRETE & 172,312 39,950 132,362  
    3700 LIGHTING 18,635 4,321 14,314  
    3700 ELEVATOR 17,290 4,008 13,282  
    3600 FENCING 23,673 5,488 18,185  
    3600 CONCRETE & 211,150 48,951 162,199  
    3600 LIGHTING 22,835 5,295 17,540  
    3600 ELEVATOR 17,290 4,008 13,282  
    3600 COMPRESSOR 5,832 1,321 4,511  
    3700 MOVABLE WALLS 3,948 886 3,062  
    3600 ROOF REPLACEMENT PARTIAL 33,238 7,315 25,923  
    3700 PAINTING 32,680 17,611 15,069  
    3600 PAINTING 48,720 25,713 23,007  
    3700 A/C UNIT 4,943 972 3,971  
    US 19 A/C UNIT 47,000 9,038 37,962  
    US 19 LANDSCAPE RESOD 30,700 15,180 15,520  
    US 19 CENTRAL FL BUILDOUT 9,004 1,713 7,291  
    3600 PARKING LOT LIGHT UPGRADE 10,297 4,862 5,435  
    3700 LOT LIGHTS UPGRADE 10,297 4,862 5,435  
    3600 OSCEOLA BUILDOUT 5,622 973 4,649  
    3700 A/C UNITS (2) 25,200 4,307 20,893  
    3600 A/C UNITS (2) 26,300 4,495 21,805  
    3600 GENERATOR UPGRADE 9,291 1,548 7,743  
    3600 PARKING LOT CURBING 15,875 6,791 9,084  
    3700 ROI BUILDOUT 4,039 630 3,409  
    3600 WALMART BUILDOUT 3,800 592 3,208  
    3700 A/C UNIT ROI 7,800 1,200 6,600  
    3600 AC UNIT 14,400 1,938 12,462  
    3600 PARKING LOT 15,462 8,075 7,387  
    3600 ROOF REPLACEMENT 310,701 39,170 271,531  
    3700 ROOF REPLACEMENT 143,978 18,151 125,827  
    3600 LIGHTNING PROTECTION 18,660 2,312 16,348  
    3700 LIGHTNING PROTECTION 8,200 1,016 7,184  
    3600-HVAC UNIT 14,000 1,556 12,444  
    3700 FLOORING 3,550 2,781 769  
    3600 FLOORING 5,500 4,217 1,283  
    3600 WALL REPLACEMENT 3,912 376 3,536  
    3700 AC UNIT 13,152 1,180 11,972  
    3600 AC UNIT 6,728 604 6,124  
    3700 AC UNIT - CONTROL ROOM 12,240 863 11,377  
    3700 AC UNIT - SUITE 200, VITAS 13,137 899 12,238  
    3600 - GOODMAN RENOVATION 245,427 14,684 230,743  
    3600-10 TON SPLIT SUITE 102A 13,140 674 12,466  
    3700-15 TON SPLIT 1ST FLOOR WEST 17,370 890 16,480  
    3700 AIRE TECH MECHANICAL 13,460 633 12,827  
    3700 AIRE TECH 15 TON TOP ROOF-2ND FLOOR WEST SIDE NORTH 18,700 440 18,260  
    3700 AIRE TECH 20 TON OFFICE AREA - 1ST FLOOR EAST SIDE COVERING NORTH 22,890 440 22,450  
    3600 AIRE TECH - (2) 7.5 TON PACKAGE UNITS 17,270 332 16,938  
    OFFICE - DESK CHAIR 1,050 150 900  
    OFFICE - SIDEBOARD 1,995 285 1,710  
    OFFICE - TABLE 773 92 681  
    OFFICE - 4 DARK BLUE CHAIRS 940 134 806  
    OFFICE - BOOKCASE 1,588 189 1,399  
    OFFICE - LATERAL FILE 740 88 652  
    OFFICE - 2 CHAIRS 472 67 405  
    OFFICE - END TABLE 215 31 184  
    OFFICE - DESK 1,956 279 1,677  
    OFFICE - WARDROBE LATERAL FILE 1,139 163 976  
    OFFICE - LATERAL FILE 1,279 183 1,096  
    OFFICE - MOBILE PEDESTAL 429 61 368  
    OFFICE - L DESK 1,624 232 1,392  
    OFFICE - EVANS GLASS (INVOICE DATED 10/6/21) 4,683 335 4,348  
    OFFICE - CREDENZA IN CONFERENCE ROOM 3,021 108 2,913  
    3700 LC VITAS3 47,776 46,183 1,593  
    700 FIRST 2 AID 3,962 3,632 330  
    3600 GOODMAN-CUSHMAN & WAKEFIELD 65,251 18,835 46,416  
    3600 - GOODMAN LANDRY COMMERCIAL 130,503 37,671 92,832  
    3600 CUSHMAN & WAKEFIELD - ORLANDO 10,260 6,413 3,847  
    THE WEATHERFORD COMPANY 11,800 3,933 7,867  
    LAND 1,370,868 0 1,370,868  


    TY 2021 LegalFeesSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 36,445 1,351 0 35,094


    TY 2021 OtherAssetsSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FEDERAL EXCISE TAX DEPOSITS 99,350 59,566 59,566
    RECEIVABLE FOR BUILDOUT   337,620 337,620
    UTILITY DEPOSITS 28,095 26,190 26,190
    CONSTRUCTION IN PROGRESS   643,554 643,554
    COMMISSIONS IN PROGRESS   259,890 259,890


    TY 2021 OtherDecreasesSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Description Amount
    UNREALIZED GAIN/(LOSS) 25,225,262
    FEDERAL TAXES 215,869


    TY 2021 OtherExpensesSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMNISTRATIVE EXPENSES 58,639 11,728 0 46,911
    RECRUITING & TRAINING 18,709 0 0 18,709
    RENTAL EXPENSES 726,124 726,124 0 0
    AMORTIZATION 45,439 45,439 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASSTHROUGH FROM K-1 PARTNERSHIPS 382,306 283,725 0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 44,555 98,112


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 746,497 746,497 0 0
    MANAGMENT FEES 114,600 100,000 0 14,600


    TY 2021 TaxesSchedule
    Name:
    SPEER FOUNDATION
    EIN:
    81-6922938
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 46,475 19,901 0 26,574
    FOREIGN TAXES 8,188 8,188 0 0
    LOCAL BUSINESS TAXES 30 30 0 0