Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 07-01-2022 , and ending 06-30-2023
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) 884-8673
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$132,643,032J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,821,600 2,821,600  
5a Gross rents............ 1,728,263 1,728,263  
b Net rental income or (loss) 1,728,263
6a Net gain or (loss) from sale of assets not on line 10 2,319,428
b Gross sales price for all assets on line 6a 30,149,292
7 Capital gain net income (from Part IV, line 2)... 2,319,428
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
List of Attached Documents:
// Content
7,634 5,918 0
12 Total. Add lines 1 through 11........ 6,876,925 6,875,209 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 368,825 61,359 0 307,466
14 Other employee salaries and wages...... 313,739 214,005 0 99,734
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
86,068 334 0 85,734
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35,682 22,913 0 12,768
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
599,119 591,777 0 7,343
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
52,759 29,722 0 23,037
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
385,171 385,171 0
20 Occupancy.............. 76,527 15,305 0 61,222
21 Travel, conferences, and meetings....... 1,557 0 0 1,557
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
1,133,105 1,038,989 0 94,116
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,052,552 2,359,575 0 692,977
25 Contributions, gifts, grants paid....... 7,595,800 7,595,800
26 Total expenses and disbursements. Add lines 24 and 25 10,648,352 2,359,575 0 8,288,777
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,771,427
b Net investment income (if negative, enter -0-) 4,515,634
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 1,653,330 3,346,269 3,346,269
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow4,432
Less: allowance for doubtful accounts right arrow   25,529 4,432 4,432
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 11,773 11,773 11,773
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 117,237,361 Click to see attachment
List of Attached Documents:
// Content
77,924,996 		77,924,996
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 28,081,200 Click to see attachment
List of Attached Documents:
// Content
27,926,573 		27,926,573
14 Land, buildings, and equipment: basis right arrow18,101,668
Less: accumulated depreciation (attach schedule) right arrow3,867,339 12,643,700 Click to see attachment
List of Attached Documents:
// Content
14,234,329 		23,200,000
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,326,820 		Click to see attachment
List of Attached Documents:
// Content
228,989 		Click to see attachment
List of Attached Documents:
// Content
228,989
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 160,979,713 123,677,361 132,643,032
Liabilities 17 Accounts payable and accrued expenses.......... 26,855 57,487
18 Grants payable.................    
19 Deferred revenue................. 91,025 57,785
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
98,112 		Click to see attachment
List of Attached Documents:
// Content
97,513
23 Total liabilities (add lines 17 through 22)......... 215,992 212,785
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 160,763,721 123,464,576
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 160,763,721 123,464,576
30 Total liabilities and net assets/fund balances (see instructions). 160,979,713 123,677,361
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
160,763,721
2
Enter amount from Part I, line 27a .....................
2
-3,771,427
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,465,059
4
Add lines 1, 2, and 3 ..........................
4
166,457,353
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
42,992,777
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
123,464,576
Form 990-PF (2022)
Form 990-PF (2022)
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 - 8894      
b PARTNERSHIP K-1S      
c
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 30,063,215   27,829,864 2,233,351
b 86,077     86,077
c
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       2,233,351
b       86,077
c
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 2,319,428
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 2,319,428
Form 990-PF (2022)
Form 990-PF (2022)
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 right arrow 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) 1 62,767
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 62,767
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 62,767
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 84,566
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 94,566
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 31,799
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow31,799 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowFL
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.SPEERFOUNDATION.ORG
14
The books are in care ofright arrowMARK WALKER Telephone no.right arrow (615) 884-8673

Located atright arrow1537 FRANKLIN RD STE 201BRENTWOODTN ZIP+4right arrow37027
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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 		76,699 0 0
1537 FRANKLIN RD STE 201
BRENTWOOD,TN37027
CABOT P PYLE EX. DIRECTOR
40.00 		292,126 5,827 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 		160,967 3,207 0
1537 FRANKLIN RD STE 201
BRENTWOOD,TN37027
WILLIAM KAHN BUILDING MAINTENANCE
40.00 		66,598 1,316 0
1537 FRANKLIN RD STE 201
BRENTWOOD,TN37027
THOMAS HOGLUND PROPERTY MANAGER
20.00 		66,924 0 0
1537 FRANKLIN RD STE 201
BRENTWOOD,TN37027
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
121,520,839
b
Average of monthly cash balances.......................
1b
3,620,199
c
Fair market value of all other assets (see instructions)................
1c
33,158,944
d
Total (add lines 1a, b, and c).........................
1d
158,299,982
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
158,299,982
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,374,500
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
155,925,482
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,796,274
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
7,796,274
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
62,767
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
72
c
Add lines 2a and 2b............................
2c
62,839
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,733,435
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,733,435
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
7,733,435
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
8,288,777
b
Program-related investments—total from Part VIII-B..................
1b
0
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
8,288,777
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 7,733,435
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 4,480,473
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 8,288,777
a Applied to 2021, but not more than line 2a 4,480,473
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 2022 distributable amount..... 3,808,304
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		3,925,131
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

APOLOGETICS INC

2430 WELBILT BLVD
TRINITY,FL34655 		NONE PC OPERATING SUPPORT 20,000

BRIDGES OF WILLIAMSON COUNTY

PO BOX 1592
FRANKLIN,TN37065 		NONE PC OPERATING SUPPORT 45,000

CAMPUS CRUSADE FOR CHRIST INC

100 LAKE HART DRIVE 4400
ORLANDO,FL32832 		NONE PC OPERATING SUPPORT 12,000

CHRIST PRESBYTERIAN CHURCH INC

2323-A OLD HICKORY BLVD
NASHVILLE,TN37215 		NONE PC OPERATING SUPPORT 60,000

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

FLORIDA ORCHESTRA INC

244 2ND AVENUE N STE 420
ST PETERSBURG,FL33701 		NONE PC OPERATING SUPPORT 100,000

FOREST HILLS BAPTIST CHURCH

2101 OLD HICKORY BLVD
NASHVILLE,TN37215 		NONE PC OPERATING SUPPORT 21,000

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 24,000

HEALING HOUSING INC

PO BOX 2385
BRENTWOOD,TN37024 		NONE PC OPERATING SUPPORT 50,000

HIGH HOPES INC

301 HIGH HOPES COURT
FRANKLIN,TN37064 		NONE PC OPERATING SUPPORT 125,000

HOPE INTERNATIONAL MINISTRIES INC

11415 HOPE INTERNATIONAL DR
TAMPA,FL33625 		NONE PC OPERATING SUPPORT 100,000

KESWICK CHRISTIAN SCHOOL

10101 54TH AVE N
ST PETERSBURG,FL33708 		NONE PC OPERATING SUPPORT 25,000

LIGHTHOUSE MEDIA NA INC

PO BOX 1140
TEMPLE CITY,CA91780 		NONE PC OPERATING SUPPORT 550,000

MISSION CHALLENGE INC

PO BOX 913
NEW PORT RICHEY,FL34656 		NONE PC OPERATING SUPPORT 20,000

MISSION INCREASE

1209 SW 68TH PKWY
TIGARD,OR97223 		NONE PC OPERATING SUPPORT 40,000

NASHVILLE RESCUE MISSION

639 LAFAYETTE STREET
NASHVILLE,TN37203 		NONE PC OPERATING SUPPORT 400,000

NASHVILLE YOUTH FOR CHRIST INC

PO BOX 330027
NASHVILLE,TN37203 		NONE PC OPERATING SUPPORT 85,000

OPERATION STAND DOWN TENNESSEE

1125 12TH AVENUE SO
NASHVILLE,TN37203 		NONE PC OPERATING SUPPORT 250,000

OUACHITA BAPTIST UNIVERSITY

410 OUACHITA BOX 3754
ARKADELPHIA,AR71998 		NONE PC OPERATING SUPPORT 40,000

OVERLAND MISSIONS INC

11 RIVERSIDE DRIVE SUITE 201
COCOA,FL32922 		NONE PC OPERATING SUPPORT 87,000

PRACTICAL CHRISTIANITY FOUNDATION

2535 SUCCESS DRIVE
ODESSA,FL33556 		TRUSTEE IS A BOARD MEMBER PF OPERATING SUPPORT 100,000

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 450,000

SADDLE UP

1549 OLD HILLSBORO ROAD
FRANKLIN,TN37069 		NONE PC OPERATING SUPPORT 25,000

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

SUGAR TREE BAPTIST CHAPEL INC

16364 BIRDSONG ROAD
HOLLADAY,TN38341 		NONE PC OPERATING SUPPORT 5,000

TEAM HAITI

1523 PENMAN RD
JACKSONVILLE BEACH,FL32250 		NONE PC OPERATING SUPPORT 75,000

TENNESSEE BAPTIST CHILDREN'S HOME INC

1310 FRANKLIN RD
BRENTWOOD,TN37024 		NONE PC OPERATING SUPPORT 30,000

TENNESSEE GOLF FOUNDATION

400 FRANKLIN ROAD
FRANKLIN,TN37069 		NONE PC OPERATING SUPPORT 10,000

TENNESSEE WILDLIFE FEDERATION INC

300 ORLANDO AVENUE
NASHVILLE,TN37209 		NONE PC OPERATING SUPPORT 152,500

TENNESSEE WILDLIFE RESOURCES FOUNDATION

5000 LINBAR DRIVE SUITE 275
NASHVILLE,TN37211 		NONE PC OPERATING SUPPORT 10,000

TRINITY COLLEGE OF FLORIDA INC

2430 WELBILT BOULEVARD
TRINITY,FL34655 		NONE PC OPERATING SUPPORT 172,000

US INSTITUTE AGAINST HUMAN TRAFFICKING

PO BOX 46308
TAMPA,FL33646 		NONE PC OPERATING SUPPORT 125,000

BAREFOOT REPUBLIC INC

PO BOX 40365
NASHVILLE,TN37204 		NONE PC OPERATING SUPPORT 100,000

CAIRN UNIVERSITY

200 MANOR AVENUE
LANGHORNE,PA19047 		NONE PC OPERATING SUPPORT 87,500

FRIENDS OF WARNER PARK

50 VAUGHN RD
NASHVILLE,TN37221 		NONE PC OPERATING SUPPORT 225,000

HEAVEN SOUTH INC (THE STORE)

PO BOX 128287
NASHVILLE,TN37212 		NONE PC OPERATING SUPPORT 25,000

HEIMERDINGER FOUNDATION

430B EAST IRIS DRIVE
NASHVILLE,TN37204 		NONE PC OPERATING SUPPORT 100,000

HOPEVILLE FAMILY MINISTRIES FOOD PANTRY

6508 MAIN ST
NEW PORT RICHEY,FL34653 		NONE PC OPERATING SUPPORT 10,000

MEDICAL UNIVERSITY OF SOUTH CAROLINA

18 BEE STREET
CHARLESTON,SC29425 		NONE PC OPERATING SUPPORT 100,000

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065 		NONE PC OPERATING SUPPORT 100,000

MORTON PLANT MEASE HEALTH CARE

1200 DRUID ROAD SOUTH
CLEARWATER,FL33756 		NONE PC OPERATING SUPPORT 15,000

NASHVILLE FOOD PROJECT INC

5904 CALIFORNIA AVE
NASHVILLE,TN37209 		NONE PC OPERATING SUPPORT 25,000

NASHVILLE ZOO INC

3777 NOLENSVILLE PK
NASHVILLE,TN37211 		NONE PC OPERATING SUPPORT 390,000

ONE GENERATION AWAY

320 PREMIER CT SUITE 218
FRANKLIN,TN37067 		NONE PC OPERATING SUPPORT 25,000

PRESTON TAYLOR MINISTRIES

4014 INDIANA AVE
NASHVILLE,TN37209 		NONE PC OPERATING SUPPORT 50,000

REBOOT RECOVERY

PO BOX 381
PLEASANT VIEW,TN37146 		NONE PC OPERATING SUPPORT 25,000

ST ANTHONY'S HEALTH CARE FOUNDATION

1200 7TH AVENUE N
ST PETERSBURG,FL33705 		NONE PC OPERATING SUPPORT 25,200

THE REFUGE CENTER

103 FORREST CROSSING BLVD 102
FRANKLIN,TN37064 		NONE PC OPERATING SUPPORT 250,000

UNITED WAY OF MIDDLE TENNESSEE

250 VENTURE CIR
NASHVILLE,TN37228 		NONE PC OPERATING SUPPORT 25,000

UPRISE NASHVILLE

235 WHITE BRIDGE PIKE
NASHVILLE,TN37209 		NONE PC OPERATING SUPPORT 30,000

YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER ST PETERSBURG

600 1ST AVE N SUITE 201
ST PETERSBURG,FL33701 		NONE PC OPERATING SUPPORT 2,000,000
Total .................................right arrow 3a 7,595,800
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 2,821,600  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 1,728,263  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 7,634  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,319,428  
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 6,876,925 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,876,925
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 35,682 22,913 0 12,768

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

TY 2022 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 46,183 60.000000000000 1,593 1,593 0 47,776
700 FIRST 2 AID 2019-10-01 3,962 3,632 36.000000000000 330 330 0 3,962
3600 GOODMAN-CUSHMAN & WAKEFIELD 2020-03-01 65,251 18,835 97.000000000000 8,072 8,072 0 26,907
3600 - GOODMAN LANDRY COMMERCIAL 2020-03-01 130,503 37,671 97.000000000000 16,145 16,145 0 53,816
3600 CUSHMAN & WAKEFIELD - ORLANDO 2021-04-01 10,260 6,413 24.000000000000 3,847 3,847 0 10,260
THE WEATHERFORD COMPANY 2021-11-01 11,800 3,933 24.000000000000 5,900 5,900 0 9,833
AERO ENGINEERING 2022-07-01 17,683   36.000000000000 5,894 5,894 0 5,894
3600 CBRE - EMBRACE 2022-08-01 120,576   36.000000000000 36,843 36,843 0 36,843
3600 CUSHMAN & WAKEFIELD - EMBRACE 2022-08-16 60,287   36.000000000000 16,746 16,746 0 16,746
VITAS 2022-08-31 22,501   36.000000000000 6,250 6,250 0 6,250
VERIJET 2022-12-19 1,200   36.000000000000 200 200 0 200
3600 FLORIDA DEPARTMENT OF HEALTH 2023-05-01 194,743   36.000000000000 10,819 10,819 0 10,819
3600 CUSHMAN & WAKEFIELD-FL DOH 2023-05-10 127,995   36.000000000000 7,111 7,111 0 7,111

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TY 2022 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 1,319,841 SL 39.000000000000 145,972 145,972 0  
3600 BUILDING 2013-06-20 6,878,577 1,594,724 SL 39.000000000000 176,374 176,374 0  
OFFICE - HI-FI BUYS - TV 2021-07-02 3,335 1,112 SL 3.000000000000 1,112 1,112 0  
3700 FENCING 2013-06-20 19,318 4,416 SL 39.000000000000 495 495 0  
3700 CONCRETE & 2013-06-20 172,312 39,950 SL 39.000000000000 4,418 4,418 0  
3700 LIGHTING 2013-06-20 18,635 4,321 SL 39.000000000000 478 478 0  
3700 ELEVATOR 2013-06-20 17,290 4,008 SL 39.000000000000 443 443 0  
3600 FENCING 2013-06-20 23,673 5,488 SL 39.000000000000 607 607 0  
3600 CONCRETE & 2013-06-20 211,150 48,951 SL 39.000000000000 5,414 5,414 0  
3600 LIGHTING 2013-06-20 22,835 5,295 SL 39.000000000000 586 586 0  
3600 ELEVATOR 2013-06-20 17,290 4,008 SL 39.000000000000 443 443 0  
3600 COMPRESSOR 2013-08-22 5,832 1,321 SL 39.000000000000 150 150 0  
3700 MOVABLE WALLS 2013-09-17 3,948 886 SL 39.000000000000 101 101 0  
3600 ROOF REPLACEMENT PARTIAL 2013-11-26 33,238 7,315 SL 39.000000000000 852 852 0  
3700 PAINTING 2014-05-30 32,680 17,611 SL 15.000000000000 2,179 2,179 0  
3600 PAINTING 2014-07-22 48,720 25,713 SL 15.000000000000 3,248 3,248 0  
3700 A/C UNIT 2014-11-06 4,943 972 SL 39.000000000000 127 127 0  
US 19 A/C UNIT 2015-01-02 47,000 9,038 SL 39.000000000000 1,205 1,205 0  
US 19 LANDSCAPE RESOD 2015-02-04 30,700 15,180 SL 15.000000000000 2,047 2,047 0  
US 19 CENTRAL FL BUILDOUT 2015-02-12 9,004 1,713 SL 39.000000000000 231 231 0  
3600 PARKING LOT LIGHT UPGRADE 2015-05-18 10,297 4,862 SL 15.000000000000 686 686 0  
3700 LOT LIGHTS UPGRADE 2015-05-18 10,297 4,862 SL 15.000000000000 686 686 0  
3600 OSCEOLA BUILDOUT 2015-10-15 5,622 973 SL 39.000000000000 144 144 0  
3700 A/C UNITS (2) 2015-11-15 25,200 4,307 SL 39.000000000000 646 646 0  
3600 A/C UNITS (2) 2015-11-15 26,300 4,495 SL 39.000000000000 674 674 0  
3600 GENERATOR UPGRADE 2016-01-10 9,291 1,548 SL 39.000000000000 238 238 0  
3600 PARKING LOT CURBING 2016-02-01 15,875 6,791 SL 15.000000000000 1,058 1,058 0  
3700 ROI BUILDOUT 2016-06-01 4,039 630 SL 39.000000000000 104 104 0  
3600 WALMART BUILDOUT 2016-06-01 3,800 592 SL 39.000000000000 97 97 0  
3700 A/C UNIT ROI 2016-07-12 7,800 1,200 SL 39.000000000000 200 200 0  
3600 AC UNIT 2017-03-23 14,400 1,938 SL 39.000000000000 369 369 0  
3600 PARKING LOT 2014-08-31 15,462 8,075 SL 15.000000000000 1,031 1,031 0  
3600 ROOF REPLACEMENT 2017-08-11 310,701 39,170 SL 39.000000000000 7,967 7,967 0  
3700 ROOF REPLACEMENT 2017-08-11 143,978 18,151 SL 39.000000000000 3,692 3,692 0  
3600 LIGHTNING PROTECTION 2017-08-30 18,660 2,312 SL 39.000000000000 478 478 0  
3700 LIGHTNING PROTECTION 2017-08-30 8,200 1,016 SL 39.000000000000 210 210 0  
3600-HVAC UNIT 2018-03-15 14,000 1,556 SL 39.000000000000 359 359 0  
3700 FLOORING 2018-08-09 3,550 2,781 SL 5.000000000000 710 710 0  
3600 FLOORING 2018-09-01 5,500 4,217 SL 5.000000000000 1,100 1,100 0  
3600 WALL REPLACEMENT 2018-10-01 3,912 376 SL 39.000000000000 100 100 0  
3700 AC UNIT 2019-01-15 13,152 1,180 SL 39.000000000000 337 337 0  
3600 AC UNIT 2019-01-15 6,728 604 SL 39.000000000000 173 173 0  
3700 AC UNIT - CONTROL ROOM 2019-10-31 12,240 863 SL 39.000000000000 314 314 0  
3700 AC UNIT - SUITE 200, VITAS 2019-11-26 13,137 899 SL 39.000000000000 337 337 0  
3600 - GOODMAN RENOVATION 2020-03-20 245,427 14,684 SL 39.000000000000 6,293 6,293 0  
3600-10 TON SPLIT SUITE 102A 2020-06-22 13,140 674 SL 39.000000000000 337 337 0  
3700-15 TON SPLIT 1ST FLOOR WEST 2020-06-22 17,370 890 SL 39.000000000000 445 445 0  
3700 AIRE TECH MECHANICAL 2020-09-09 13,460 633 SL 39.000000000000 345 345 0  
3700 AIRE TECH 15 TON TOP ROOF-2ND FLOOR WEST SIDE NORTH 2021-07-20 18,700 440 SL 39.000000000000 479 479 0  
3700 AIRE TECH 20 TON OFFICE AREA - 1ST FLOOR EAST SIDE COVERING NORTH 2021-10-13 22,890 440 SL 39.000000000000 587 587 0  
3600 AIRE TECH - (2) 7.5 TON PACKAGE UNITS 2021-10-14 17,270 332 SL 39.000000000000 443 443 0  
OFFICE - DESK CHAIR 2021-07-01 1,050 150 SL 7.000000000000 150 150 0  
OFFICE - SIDEBOARD 2021-07-01 1,995 285 SL 7.000000000000 285 285 0  
OFFICE - TABLE 2021-09-01 773 92 SL 7.000000000000 110 110 0  
OFFICE - 4 DARK BLUE CHAIRS 2021-07-01 940 134 SL 7.000000000000 134 134 0  
OFFICE - BOOKCASE 2021-09-01 1,588 189 SL 7.000000000000 227 227 0  
OFFICE - LATERAL FILE 2021-09-01 740 88 SL 7.000000000000 106 106 0  
OFFICE - 2 CHAIRS 2021-07-01 472 67 SL 7.000000000000 67 67 0  
OFFICE - END TABLE 2021-07-01 215 31 SL 7.000000000000 31 31 0  
OFFICE - DESK 2021-07-01 1,956 279 SL 7.000000000000 279 279 0  
OFFICE - WARDROBE LATERAL FILE 2021-07-01 1,139 163 SL 7.000000000000 163 163 0  
OFFICE - LATERAL FILE 2021-07-01 1,279 183 SL 7.000000000000 183 183 0  
OFFICE - MOBILE PEDESTAL 2021-07-01 429 61 SL 7.000000000000 61 61 0  
OFFICE - L DESK 2021-07-01 1,624 232 SL 7.000000000000 232 232 0  
OFFICE - EVANS GLASS (INVOICE DATED 10/6/21) 2022-01-01 4,683 335 SL 7.000000000000 669 669 0  
OFFICE - CREDENZA IN CONFERENCE ROOM 2022-04-06 3,021 108 SL 7.000000000000 432 432 0  
LAND 2013-06-20 1,370,868   L   0 0 0  
GATE 23X3 2022-07-06 2,195   SL 15.000000000000 146 146 0  
AC 3600 BLDG 2022-08-10 24,880   SL 15.000000000000 1,520 1,520 0  
CIP IMPROVEMENTS PIS JUNE 23 2023-06-01 1,523,490   SL 39.000000000000 3,255 3,255 0  

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TY 2022 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
PRACTICAL CHRISTIANITY FOUNDATION
  		2535 SUCCESS DRIVE
ODESSA,FL33556 		2022-05-23 125,000 OPERATING SUPPORT 125,000 SEE RESULTS OF VERIFICATION STATEMENT 07/01/22 - 06/30/23   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 		2022-12-12 100,000 OPERATING SUPPORT 58,000 SEE RESULTS OF VERIFICATION STATEMENT 07/01/22 - 06/30/23   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 2,801 SEE RESULTS OF VERIFICATION STATEMENT 07/01/22 - 06/30/23   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.
SPEER DREAM FOUNDATION
  		401 4TH ST N
ST PETERSBURG,FL33701 		2023-03-24 38,798,453 SUSTAINING GRANT 0 SEE RESULTS OF VERIFICATION STATEMENT 07/01/22 - 06/30/23   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.
SPEER DREAM FOUNDATION
  		401 4TH ST N
ST PETERSBURG,FL33701 		2023-03-27 1,722,466 SUSTAINING GRANT 0 SEE RESULTS OF VERIFICATION STATEMENT 07/01/22 - 06/30/23   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.
SPEER DREAM FOUNDATION
  		401 4TH ST N
ST PETERSBURG,FL33701 		2023-04-19 1,838,677 SUSTAINING GRANT 0 SEE RESULTS OF VERIFICATION STATEMENT 07/01/22 - 06/30/23   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.
SPEER DREAM FOUNDATION
  		401 4TH ST N
ST PETERSBURG,FL33701 		2023-05-03 548,403 SUSTAINING GRANT 0 SEE RESULTS OF VERIFICATION STATEMENT 07/01/22 - 06/30/23   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 2022 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 77,924,996 77,924,996

TY 2022 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 14,737,821 14,737,821
MERRILL LYNCH ACCT: 2002 FMV 1,785,182 1,785,182
MORGAN STANLEY ACCT: 5496 FMV 115,867 115,867
WELLS FARGO ACCT: 3920 FMV 310,980 310,980
MISC INVESTMENTS FMV 10,976,723 10,976,723

TY 2022 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 1,465,813 4,227,103  
3600 BUILDING 6,878,577 1,771,098 5,107,479  
OFFICE - HI-FI BUYS - TV 3,335 2,224 1,111  
3700 FENCING 19,318 4,911 14,407  
3700 CONCRETE & 172,312 44,368 127,944  
3700 LIGHTING 18,635 4,799 13,836  
3700 ELEVATOR 17,290 4,451 12,839  
3600 FENCING 23,673 6,095 17,578  
3600 CONCRETE & 211,150 54,365 156,785  
3600 LIGHTING 22,835 5,881 16,954  
3600 ELEVATOR 17,290 4,451 12,839  
3600 COMPRESSOR 5,832 1,471 4,361  
3700 MOVABLE WALLS 3,948 987 2,961  
3600 ROOF REPLACEMENT PARTIAL 33,238 8,167 25,071  
3700 PAINTING 32,680 19,790 12,890  
3600 PAINTING 48,720 28,961 19,759  
3700 A/C UNIT 4,943 1,099 3,844  
US 19 A/C UNIT 47,000 10,243 36,757  
US 19 LANDSCAPE RESOD 30,700 17,227 13,473  
US 19 CENTRAL FL BUILDOUT 9,004 1,944 7,060  
3600 PARKING LOT LIGHT UPGRADE 10,297 5,548 4,749  
3700 LOT LIGHTS UPGRADE 10,297 5,548 4,749  
3600 OSCEOLA BUILDOUT 5,622 1,117 4,505  
3700 A/C UNITS (2) 25,200 4,953 20,247  
3600 A/C UNITS (2) 26,300 5,169 21,131  
3600 GENERATOR UPGRADE 9,291 1,786 7,505  
3600 PARKING LOT CURBING 15,875 7,849 8,026  
3700 ROI BUILDOUT 4,039 734 3,305  
3600 WALMART BUILDOUT 3,800 689 3,111  
3700 A/C UNIT ROI 7,800 1,400 6,400  
3600 AC UNIT 14,400 2,307 12,093  
3600 PARKING LOT 15,462 9,106 6,356  
3600 ROOF REPLACEMENT 310,701 47,137 263,564  
3700 ROOF REPLACEMENT 143,978 21,843 122,135  
3600 LIGHTNING PROTECTION 18,660 2,790 15,870  
3700 LIGHTNING PROTECTION 8,200 1,226 6,974  
3600-HVAC UNIT 14,000 1,915 12,085  
3700 FLOORING 3,550 3,491 59  
3600 FLOORING 5,500 5,317 183  
3600 WALL REPLACEMENT 3,912 476 3,436  
3700 AC UNIT 13,152 1,517 11,635  
3600 AC UNIT 6,728 777 5,951  
3700 AC UNIT - CONTROL ROOM 12,240 1,177 11,063  
3700 AC UNIT - SUITE 200, VITAS 13,137 1,236 11,901  
3600 - GOODMAN RENOVATION 245,427 20,977 224,450  
3600-10 TON SPLIT SUITE 102A 13,140 1,011 12,129  
3700-15 TON SPLIT 1ST FLOOR WEST 17,370 1,335 16,035  
3700 AIRE TECH MECHANICAL 13,460 978 12,482  
3700 AIRE TECH 15 TON TOP ROOF-2ND FLOOR WEST SIDE NORTH 18,700 919 17,781  
3700 AIRE TECH 20 TON OFFICE AREA - 1ST FLOOR EAST SIDE COVERING NORTH 22,890 1,027 21,863  
3600 AIRE TECH - (2) 7.5 TON PACKAGE UNITS 17,270 775 16,495  
OFFICE - DESK CHAIR 1,050 300 750  
OFFICE - SIDEBOARD 1,995 570 1,425  
OFFICE - TABLE 773 202 571  
OFFICE - 4 DARK BLUE CHAIRS 940 268 672  
OFFICE - BOOKCASE 1,588 416 1,172  
OFFICE - LATERAL FILE 740 194 546  
OFFICE - 2 CHAIRS 472 134 338  
OFFICE - END TABLE 215 62 153  
OFFICE - DESK 1,956 558 1,398  
OFFICE - WARDROBE LATERAL FILE 1,139 326 813  
OFFICE - LATERAL FILE 1,279 366 913  
OFFICE - MOBILE PEDESTAL 429 122 307  
OFFICE - L DESK 1,624 464 1,160  
OFFICE - EVANS GLASS (INVOICE DATED 10/6/21) 4,683 1,004 3,679  
OFFICE - CREDENZA IN CONFERENCE ROOM 3,021 540 2,481  
3700 LC VITAS3 47,776 47,776 0  
700 FIRST 2 AID 3,962 3,962 0  
3600 GOODMAN-CUSHMAN & WAKEFIELD 65,251 26,907 38,344  
3600 - GOODMAN LANDRY COMMERCIAL 130,503 53,816 76,687  
3600 CUSHMAN & WAKEFIELD - ORLANDO 10,260 10,260 0  
THE WEATHERFORD COMPANY 11,800 9,833 1,967  
LAND 1,370,868 0 1,370,868  
GATE 23X3 2,195 146 2,049  
AC 3600 BLDG 24,880 1,520 23,360  
AERO ENGINEERING 17,683 5,894 11,789  
3600 CBRE - EMBRACE 120,576 36,843 83,733  
3600 CUSHMAN & WAKEFIELD - EMBRACE 60,287 16,746 43,541  
VITAS 22,501 6,250 16,251  
VERIJET 1,200 200 1,000  
3600 FLORIDA DEPARTMENT OF HEALTH 194,743 10,819 183,924  
3600 CUSHMAN & WAKEFIELD-FL DOH 127,995 7,111 120,884  
CIP IMPROVEMENTS PIS JUNE 23 1,523,490 3,255 1,520,235  


TY 2022 LegalFeesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 86,068 334 0 85,734


TY 2022 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 59,566 26,649 26,649
RECEIVABLE FOR BUILDOUT 337,620 176,150 176,150
UTILITY DEPOSITS 26,190 26,190 26,190
CONSTRUCTION IN PROGRESS 643,554    
COMMISSIONS IN PROGRESS 259,890    


TY 2022 OtherDecreasesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Description Amount
FEDERAL TAXES 84,779
DISTRIBUTION TO SPEER DREAM FOUNDATION 42,907,998


TY 2022 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 76,416 746 0 75,670
RECRUITING & TRAINING 18,446 0 0 18,446
RENTAL EXPENSES 918,493 918,493 0 0
AMORTIZATION 119,750 119,750 0 0


TY 2022 OtherIncomeSchedule2
Name:
SPEER FOUNDATION
EIN:
81-6922938
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASSTHROUGH FROM K-1 PARTNERSHIPS 7,634 5,918 0


TY 2022 OtherIncreasesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Description Amount
UNREALIZED GAIN/(LOSS) 9,465,059


TY 2022 OtherLiabilitiesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS 98,112 97,513


TY 2022 OtherProfessionalFeesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 491,777 491,777 0 0
MANAGMENT FEES 107,342 100,000 0 7,343


TY 2022 TaxesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 44,303 21,266 0 23,037
FOREIGN TAXES 8,426 8,426 0 0
LOCAL BUSINESS TAXES 30 30 0 0