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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
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$141,156,422J 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... 2,545,212 2,545,212  
5a Gross rents............ 823,432 823,432  
b Net rental income or (loss) 823,432
6a Net gain or (loss) from sale of assets not on line 10 7,840,151
b Gross sales price for all assets on line 6a 32,392,761
7 Capital gain net income (from Part IV, line 2)... 7,840,151
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
371,347 371,347 0
12 Total. Add lines 1 through 11........ 11,580,142 11,580,142 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 434,059 94,543 0 339,516
14 Other employee salaries and wages...... 243,482 154,644 0 88,838
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
15,489 7,744 0 7,745
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,582 17,891 0 4,691
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
433,999 432,124 0 1,875
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
63,762 39,865 0 23,897
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
142,704 142,704 0
20 Occupancy.............. 81,183 16,237 0 64,946
21 Travel, conferences, and meetings....... 8,149 0 0 8,149
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
525,675 405,513 0 120,162
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,971,084 1,311,265 0 659,819
25 Contributions, gifts, grants paid....... 8,678,672 8,678,672
26 Total expenses and disbursements. Add lines 24 and 25 10,649,756 1,311,265 0 9,338,491
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 930,386
b Net investment income (if negative, enter -0-) 10,268,877
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 11,579,491 11,630,785 11,630,785
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   66,741    
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.......... 6,552 6,552 6,552
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 80,446,131 Click to see attachment
List of Attached Documents:
// Content
100,682,820 		100,682,820
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).......... 25,432,991 Click to see attachment
List of Attached Documents:
// Content
28,823,068 		28,823,068
14 Land, buildings, and equipment: basis right arrow28,769
Less: accumulated depreciation (attach schedule) right arrow15,572 13,685,946 Click to see attachment
List of Attached Documents:
// Content
13,197 		13,197
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
31,040 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 131,248,892 141,156,422 141,156,422
Liabilities 17 Accounts payable and accrued expenses.......... 16,881 1,477
18 Grants payable.................    
19 Deferred revenue................. 67,816  
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
108,406 		Click to see attachment
List of Attached Documents:
// Content
42,737
23 Total liabilities (add lines 17 through 22)......... 193,103 44,214
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........... 131,055,789 141,112,208
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)..... 131,055,789 141,112,208
30 Total liabilities and net assets/fund balances (see instructions). 131,248,892 141,156,422
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
131,055,789
2
Enter amount from Part I, line 27a .....................
2
930,386
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,296,727
4
Add lines 1, 2, and 3 ..........................
4
141,282,902
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
170,694
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
141,112,208
Form 990-PF (2024)
Form 990-PF (2024)
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 SALE OF RENTAL PROPERTY P 2013-06-20 2024-10-30
b WELLS FARGO - 3290      
c PARTNERSHIP K-1S      
d WELLS FARGO - 3290      
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 21,000,000 4,698,458 18,729,191 6,969,267
b 10,050,524   10,055,210 -4,686
c 539,530     539,530
d 802,707   466,667 336,040
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       6,969,267
b       -4,686
c       539,530
d       336,040
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 7,840,151
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 -4,686
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) 1 142,737
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........................... 3 142,737
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- ..... 5 142,737
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 270,000
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.............. 7 270,000
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 127,263
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow127,263 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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 2024 or the taxable year beginning in 2024? 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
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
20.00 		118,179 0 0
1537 FRANKLIN RD STE 201
BRENTWOOD,TN37027
CABOT P PYLE EX. DIRECTOR
40.00 		315,880 6,302 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
WILLIAM KAHN BUILDING MAINTENANCE
40.00 		98,662 1,967 0
1537 FRANKLIN RD STE 201
BRENTWOOD,TN37027
ALYSSA BEAGAN FOUNDATION ASSOCIATE
40.00 		88,838 1,761 0
1537 FRANKLIN RD STE 201
BRENTWOOD,TN37027
THOMAS HOGLUND PROPERTY MANAGER
20.00 		39,832 0 0
1537 FRANKLIN RD STE 201
BRENTWOOD,TN37027
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
GREYCOURT CONSULTING SERVICES 52,500
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 (2024)
Form 990-PF (2024)
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
108,064,736
b
Average of monthly cash balances.......................
1b
16,810,853
c
Fair market value of all other assets (see instructions)................
1c
9,531,698
d
Total (add lines 1a, b, and c).........................
1d
134,407,287
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
134,407,287
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,016,109
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
132,391,178
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,619,559
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
6,619,559
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
142,737
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
142,737
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,476,822
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,476,822
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
6,476,822
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
9,338,491
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
9,338,491
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 6,476,822
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 3,013,586
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 9,338,491
a Applied to 2023, but not more than line 2a 3,013,586
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 2024 distributable amount..... 6,324,905
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		151,917
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

BELMONT COLLEGE OF LAW

1901 15TH AVE S
NASHVILLE,TN37212 		NONE PC OPERATING SUPPORT 130,000

BREAKTHROUGH T1D

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		NONE PC OPERATING SUPPORT 25,000

CAMPUS CRUSADE FOR CHRIST INC

100 LAKE HART DRIVE 4400
ORLANDO,FL32832 		NONE PC OPERATING SUPPORT 7,200

CHRIST PRESBYTERIAN CHURCH INC

2323-A OLD HICKORY BLVD
NASHVILLE,TN37215 		NONE PC OPERATING SUPPORT 450,000

CORNERSTONE CHRISTIAN CHURCH OF TAMPA INC

PO BOX 17244
TAMPA,FL33682 		NONE PC OPERATING SUPPORT 12,000

CUMBERLAND HEIGHTS FOUNDATION INC

8283 RIVER RD PIKE
NASHVILLE,TN37209 		NONE PC OPERATING SUPPORT 500,000

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 20,000

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

HEIMERDINGER FOUNDATION

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

HIGH HOPES INC

301 HIGH HOPES COURT
FRANKLIN,TN37064 		NONE PC OPERATING SUPPORT 75,000

HOPE INTERNATIONAL MINISTRIES INC

11415 HOPE INTERNATIONAL DR
TAMPA,FL33625 		NONE PC OPERATING SUPPORT 157,200

HOPEVILLE FAMILY MINISTRIES FOOD PANTRY

6508 MAIN ST
NEW PORT RICHEY,FL34653 		NONE PC OPERATING SUPPORT 3,000

INTERNATIONAL JUSTICE MISSION

PO BOX 2227
ARLINGTON,VA22202 		NONE PC OPERATING SUPPORT 50,000

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 375,000

MEMORIAL SLOAN KETTERING CANCER CENTER

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

MISSION CHALLENGE INC

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

MORTON PLANT MEASE HEALTH CARE

1200 DRUID ROAD SOUTH
CLEARWATER,FL33756 		NONE PC OPERATING SUPPORT 25,000

NASHVILLE FOOD PROJECT INC

5904 CALIFORNIA AVE
NASHVILLE,TN37209 		NONE PC OPERATING SUPPORT 2,618

NASHVILLE RESCUE MISSION

639 LAFAYETTE STREET
NASHVILLE,TN37203 		NONE PC OPERATING SUPPORT 150,000

NASHVILLE YOUTH FOR CHRIST INC

PO BOX 330027
NASHVILLE,TN37203 		NONE PC OPERATING SUPPORT 40,000

NASHVILLE ZOO INC

3777 NOLENSVILLE PK
NASHVILLE,TN37211 		NONE PC OPERATING SUPPORT 330,000

OVERLAND MISSIONS INC

11 RIVERSIDE DRIVE SUITE 201
COCOA,FL32922 		NONE PC OPERATING SUPPORT 60,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE STREET NW SUITE 2080
ATLANTA,GA30303 		NONE PC OPERATING SUPPORT 11,250

PRACTICAL CHRISTIANITY FOUNDATION

2535 SUCCESS DRIVE
ODESSA,FL33556 		TRUSTEE IS A BOARD MEMBER PF OPERATING SUPPORT 200,000

PRESIDENTIAL PRAYER TEAM INC

PO BOX 4140
SCOTTSDALE,AZ85261 		TRUSTEE IS A BOARD MEMBER PC OPERATING SUPPORT 400,000

REBOOT RECOVERY

PO BOX 381
PLEASANT VIEW,TN37146 		NONE PC OPERATING SUPPORT 35,000

SCOTT HAMILTON CARES FOUNDATION INC

PO BOX 680483
FRANKLIN,TN37068 		NONE PC OPERATING SUPPORT 50,000

TEAM HAITI

1523 PENMAN RD
JACKSONVILLE BEACH,FL32250 		NONE PC OPERATING SUPPORT 50,000

TENNESSEE BAPTIST CHILDREN'S HOME INC

1310 FRANKLIN RD
BRENTWOOD,TN37024 		NONE PC OPERATING SUPPORT 150,000

TENNESSEE WILDLIFE FEDERATION INC

300 ORLANDO AVENUE
NASHVILLE,TN37209 		NONE PC OPERATING SUPPORT 505,000

TENNESSEE WILDLIFE RESOURCES FOUNDATION

5000 LINBAR DRIVE SUITE 275
NASHVILLE,TN37211 		NONE PC OPERATING SUPPORT 35,000

THE ANGELUS

12413 HUDSON AVE
HUDSON,FL34669 		NONE PC OPERATING SUPPORT 50,000

TRINITY COLLEGE OF FLORIDA INC

2430 WELBILT BOULEVARD
TRINITY,FL34655 		NONE PC OPERATING SUPPORT 108,000

WREATHS ACROSS AMERICA

4 POINT STREET PO BOX 249
COLUMBIA FALLS,ME04623 		NONE PC OPERATING SUPPORT 10,000

YMCA OF MIDDLE TN

1000 CHURCH ST
NASHVILLE,TN37203 		NONE PC OPERATING SUPPORT 25,000

YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER ST PETERSBURG

600 1ST AVE N SUITE 201
ST PETERSBURG,FL33701 		NONE PC OPERATING SUPPORT 3,000,000

ARC TAMPE BAY FOUNDATION INC

1501 N BELCHER RD 244
CLEARWATER,FL33765 		NONE PC OPERATING SUPPORT 20,000

CENTER FOR NONPROFIT EXCELLENCE

1610 54TH AVE N 225
NASHVILLE,TN37209 		NONE PC OPERATING SUPPORT 5,000

CENTERSTONE

1921 RANSOM PLACE
NASHVILLE,TN37217 		NONE PC OPERATING SUPPORT 105,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3421 BELMONT BLVD
NASHVILLE,TN37215 		NONE PC OPERATING SUPPORT 30,000

COTTAGE COVE

4908 AQUATIC RD
NASHVILLE,TN37211 		NONE PC OPERATING SUPPORT 25,000

FIRST BAPTIST CHURCH OF ELFERS

4050 REDLEAF DR
NEW PORT RICHEY,FL34652 		NONE PC OPERATING SUPPORT 25,000

HABITAT FOR HUMANITY OF GREATER NASHVILLE

414 HARDING PLACE SUITE 100
NASHVILLE,TN37211 		NONE PC OPERATING SUPPORT 500,000

HARMONY WILDLIFE REHABILITATION CENTER

PO BOX 58586
NASHVILLE,TN37205 		NONE PC OPERATING SUPPORT 25,000

MISSION TO THE WORLD

1600 N BROWN RD
LAWRENCEVILLE,GA30043 		NONE PC OPERATING SUPPORT 2,000

MOTHER TO MOTHER

7359 COCKRILL BEND BLVD
NASHVILLE,TN37209 		NONE PC OPERATING SUPPORT 25,000

MIDDLE TENNESSEE STATE UNIVERSITY FOUNDATION

BOX 109 WOOD STEGALL CENTER MIDDLE
TENNESSEE STATE UNIVERSITY
MURFREESBORO,TN37132 		NONE PC OPERATING SUPPORT 50,000

PASCO BAPTIST ASSOCIATION

5230 LAND OLAKES BLVD 860
LAND O LAKES,FL34639 		NONE PC OPERATING SUPPORT 50,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		NONE PC OPERATING SUPPORT 150,000

SEASIDE SEABIRD SANCTUARY

18328 GULF BLVD
INDIAN SHORES,FL33785 		NONE PC OPERATING SUPPORT 5,000

FIFTY FORWARD

174 RAINS AVENUE
NASHVILLE,TN37203 		NONE PC OPERATING SUPPORT 125,000

THE ROTARY CLUB OF SEVEN SPRINGS

3535 TROPHY BLVD
NEW PORT RICHEY,FL34655 		NONE PC OPERATING SUPPORT 14,000

STRONGHOLD RESCUE & RELIEF

PO BOX 493
MENOMONEE FALLS,WI53052 		NONE PC OPERATING SUPPORT 5,000

TENNESSEE NONPROFIT NETWORK

66 S COOPER STREET
MEMPHIS,TN38104 		NONE PC OPERATING SUPPORT 5,000

TRINITY COMMUNITY COMMONS

204 E TRINITY LN
NASHVILLE,TN37207 		NONE PC OPERATING SUPPORT 25,000

NASHVILLE HUMAN TRAFFICKING COALITION

PO BOX 158972
NASHVILLE,TN37215 		NONE PC OPERATING SUPPORT 879

BLOOM - BUILDING LIFE OPPORTUNITIES & OPTIONS FOR MOTHERS

7622 BIWELL ROAD
JOELTON,TN37080 		NONE PC OPERATING SUPPORT 1,525
Total .................................right arrow 3a 8,678,672
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2,545,212  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 823,432  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 371,347  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 7,840,151  
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 11,580,142 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,580,142
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 22,582 17,891 0 4,691

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TY 2024 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 47,776 60.000000000000   0 0 47,776
700 FIRST 2 AID 2019-10-01 3,962 3,962 36.000000000000   0 0 3,962
3600 GOODMAN-CUSHMAN & WAKEFIELD 2020-03-01 65,251 34,979 97.000000000000 2,691 2,691 0 37,670
3600 - GOODMAN LANDRY COMMERCIAL 2020-03-01 130,503 69,961 97.000000000000 5,382 5,382 0 75,343
3600 CUSHMAN & WAKEFIELD - ORLANDO 2021-04-01 10,260 10,260 24.000000000000   0 0 10,260
THE WEATHERFORD COMPANY 2021-11-01 11,800 11,800 24.000000000000   0 0 11,800
AERO ENGINEERING 2022-07-01 17,683 11,788 36.000000000000 1,965 1,965 0 13,753
3600 CBRE - EMBRACE 2022-08-01 120,576 77,035 36.000000000000 13,397 13,397 0 90,432
3600 CUSHMAN & WAKEFIELD - EMBRACE 2022-08-16 60,287 36,842 36.000000000000 6,699 6,699 0 43,541
VITAS 2022-08-31 22,501 13,750 36.000000000000 2,500 2,500 0 16,250
VERIJET 2022-12-19 1,200 600 36.000000000000 133 133 0 733
3600 FLORIDA DEPARTMENT OF HEALTH 2023-05-01 194,743 75,733 36.000000000000 21,638 21,638 0 97,371
3600 CUSHMAN & WAKEFIELD-FL DOH 2023-05-10 127,995 49,776 36.000000000000 14,222 14,222 0 63,998
3600 FLORIDA DEPARTMENT OF HEALTH 2023-07-28 18,505 5,654 36.000000000000 2,056 2,056 0 7,710

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TY 2024 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 1,611,785 SL 39.000000000000 48,657 48,657 0  
3600 BUILDING 2013-06-20 6,878,577 1,947,472 SL 39.000000000000 58,791 58,791 0  
OFFICE - HI-FI BUYS - TV 2021-07-02 3,335 3,335 SL 3.000000000000 0 0 0  
3700 FENCING 2013-06-20 19,318 5,406 SL 39.000000000000 495 495 0  
3700 CONCRETE & 2013-06-20 172,312 48,786 SL 39.000000000000 1,473 1,473 0  
3700 LIGHTING 2013-06-20 18,635 5,277 SL 39.000000000000 159 159 0  
3700 ELEVATOR 2013-06-20 17,290 4,894 SL 39.000000000000 148 148 0  
3600 FENCING 2013-06-20 23,673 6,702 SL 39.000000000000 202 202 0  
3600 CONCRETE & 2013-06-20 211,150 59,779 SL 39.000000000000 1,805 1,805 0  
3600 LIGHTING 2013-06-20 22,835 6,467 SL 39.000000000000 195 195 0  
3600 ELEVATOR 2013-06-20 17,290 4,894 SL 39.000000000000 148 148 0  
3600 COMPRESSOR 2013-08-22 5,832 1,621 SL 39.000000000000 50 50 0  
3700 MOVABLE WALLS 2013-09-17 3,948 1,088 SL 39.000000000000 34 34 0  
3600 ROOF REPLACEMENT PARTIAL 2013-11-26 33,238 9,019 SL 39.000000000000 284 284 0  
3700 PAINTING 2014-05-30 32,680 21,969 SL 15.000000000000 726 726 0  
3600 PAINTING 2014-07-22 48,720 32,209 SL 15.000000000000 1,083 1,083 0  
3700 A/C UNIT 2014-11-06 4,943 1,226 SL 39.000000000000 42 42 0  
US 19 A/C UNIT 2015-01-02 47,000 11,448 SL 39.000000000000 402 402 0  
US 19 LANDSCAPE RESOD 2015-02-04 30,700 19,274 SL 15.000000000000 682 682 0  
US 19 CENTRAL FL BUILDOUT 2015-02-12 9,004 2,175 SL 39.000000000000 77 77 0  
3600 PARKING LOT LIGHT UPGRADE 2015-05-18 10,297 6,234 SL 15.000000000000 229 229 0  
3700 LOT LIGHTS UPGRADE 2015-05-18 10,297 6,234 SL 15.000000000000 229 229 0  
3600 OSCEOLA BUILDOUT 2015-10-15 5,622 1,261 SL 39.000000000000 48 48 0  
3700 A/C UNITS (2) 2015-11-15 25,200 5,599 SL 39.000000000000 215 215 0  
3600 A/C UNITS (2) 2015-11-15 26,300 5,843 SL 39.000000000000 225 225 0  
3600 GENERATOR UPGRADE 2016-01-10 9,291 2,024 SL 39.000000000000 79 79 0  
3600 PARKING LOT CURBING 2016-02-01 15,875 8,907 SL 15.000000000000 353 353 0  
3700 ROI BUILDOUT 2016-06-01 4,039 838 SL 39.000000000000 35 35 0  
3600 WALMART BUILDOUT 2016-06-01 3,800 786 SL 39.000000000000 32 32 0  
3700 A/C UNIT ROI 2016-07-12 7,800 1,600 SL 39.000000000000 67 67 0  
3600 AC UNIT 2017-03-23 14,400 2,676 SL 39.000000000000 123 123 0  
3600 PARKING LOT 2014-08-31 15,462 10,137 SL 15.000000000000 344 344 0  
3600 ROOF REPLACEMENT 2017-08-11 310,701 55,104 SL 39.000000000000 2,656 2,656 0  
3700 ROOF REPLACEMENT 2017-08-11 143,978 25,535 SL 39.000000000000 1,231 1,231 0  
3600 LIGHTNING PROTECTION 2017-08-30 18,660 3,268 SL 39.000000000000 159 159 0  
3700 LIGHTNING PROTECTION 2017-08-30 8,200 1,436 SL 39.000000000000 70 70 0  
3600-HVAC UNIT 2018-03-15 14,000 2,274 SL 39.000000000000 120 120 0  
3700 FLOORING 2018-08-09 3,550 3,550 SL 5.000000000000 0 0 0  
3600 FLOORING 2018-09-01 5,500 5,500 SL 5.000000000000 0 0 0  
3600 WALL REPLACEMENT 2018-10-01 3,912 576 SL 39.000000000000 33 33 0  
3700 AC UNIT 2019-01-15 13,152 1,854 SL 39.000000000000 112 112 0  
3600 AC UNIT 2019-01-15 6,728 950 SL 39.000000000000 58 58 0  
3700 AC UNIT - CONTROL ROOM 2019-10-31 12,240 1,491 SL 39.000000000000 105 105 0  
3700 AC UNIT - SUITE 200, VITAS 2019-11-26 13,137 1,573 SL 39.000000000000 112 112 0  
3600 - GOODMAN RENOVATION 2020-03-20 245,427 27,270 SL 39.000000000000 2,098 2,098 0  
3600-10 TON SPLIT SUITE 102A 2020-06-22 13,140 1,348 SL 39.000000000000 112 112 0  
3700-15 TON SPLIT 1ST FLOOR WEST 2020-06-22 17,370 1,780 SL 39.000000000000 148 148 0  
3700 AIRE TECH MECHANICAL 2020-09-09 13,460 1,323 SL 39.000000000000 115 115 0  
3700 AIRE TECH 15 TON TOP ROOF-2ND FLOOR WEST SIDE NORTH 2021-07-20 18,700 1,398 SL 39.000000000000 160 160 0  
3700 AIRE TECH 20 TON OFFICE AREA - 1ST FLOOR EAST SIDE COVERING NORTH 2021-10-13 22,890 1,614 SL 39.000000000000 196 196 0  
3600 AIRE TECH - (2) 7.5 TON PACKAGE UNITS 2021-10-14 17,270 1,218 SL 39.000000000000 148 148 0  
OFFICE - DESK CHAIR 2021-07-01 1,050 450 SL 7.000000000000 150 150 0  
OFFICE - SIDEBOARD 2021-07-01 1,995 855 SL 7.000000000000 285 285 0  
OFFICE - TABLE 2021-09-01 773 312 SL 7.000000000000 110 110 0  
OFFICE - 4 DARK BLUE CHAIRS 2021-07-01 940 402 SL 7.000000000000 134 134 0  
OFFICE - BOOKCASE 2021-09-01 1,588 643 SL 7.000000000000 227 227 0  
OFFICE - LATERAL FILE 2021-09-01 740 300 SL 7.000000000000 106 106 0  
OFFICE - 2 CHAIRS 2021-07-01 472 201 SL 7.000000000000 67 67 0  
OFFICE - END TABLE 2021-07-01 215 93 SL 7.000000000000 31 31 0  
OFFICE - DESK 2021-07-01 1,956 837 SL 7.000000000000 279 279 0  
OFFICE - WARDROBE LATERAL FILE 2021-07-01 1,139 489 SL 7.000000000000 163 163 0  
OFFICE - LATERAL FILE 2021-07-01 1,279 549 SL 7.000000000000 183 183 0  
OFFICE - MOBILE PEDESTAL 2021-07-01 429 183 SL 7.000000000000 61 61 0  
OFFICE - L DESK 2021-07-01 1,624 696 SL 7.000000000000 232 232 0  
OFFICE - EVANS GLASS (INVOICE DATED 10/6/21) 2022-01-01 4,683 1,673 SL 7.000000000000 669 669 0  
OFFICE - CREDENZA IN CONFERENCE ROOM 2022-04-06 3,021 972 SL 7.000000000000 432 432 0  
LAND 2013-06-20 1,370,868   L   0 0 0  
GATE 23X3 2022-07-06 2,195 292 SL 15.000000000000 49 49 0  
AC 3600 BLDG 2022-08-10 24,880 3,179 SL 15.000000000000 553 553 0  
CIP IMPROVEMENTS PIS JUNE 23 2023-06-01 1,523,490 42,319 SL 39.000000000000 13,021 13,021 0  
CIP IMPROVEMENTS PIS JUNE 24 2024-06-01 64,457 138 SL 39.000000000000 551 551 0  
OFFICE CHAIR 2024-02-02 1,959 117 SL 7.000000000000 280 280 0  
OFFICE CHAIR 2025-04-03 1,572   SL 7.000000000000 56 56 0  

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TY 2024 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
SPEER DREAM FOUNDATION
  		401 4TH ST N
ST PETERSBURG,FL33701 		2023-03-24 38,798,453 SUSTAINING GRANT 6,381,683 SEE RESULTS OF VERIFICATION STATEMENT 07/01/24 - 06/30/25   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   SEE RESULTS OF VERIFICATION STATEMENT 07/01/24 - 06/30/25   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   SEE RESULTS OF VERIFICATION STATEMENT 07/01/24 - 06/30/25   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   SEE RESULTS OF VERIFICATION STATEMENT 07/01/24 - 06/30/25   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 		2024-03-01 75,000 OPERATING SUPPORT 75,000 SEE RESULTS OF VERIFICATION STATEMENT 07/01/24 - 06/30/25   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 		2024-07-08 75,000 OPERATING SUPPORT 75,000 SEE RESULTS OF VERIFICATION STATEMENT 07/01/24 - 06/30/25   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 		2024-09-25 50,000 OPERATING SUPPORT 50,000 SEE RESULTS OF VERIFICATION STATEMENT 07/01/24 - 06/30/25   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 		2025-01-11 75,000 OPERATING SUPPORT 54,708 SEE RESULTS OF VERIFICATION STATEMENT 07/01/24 - 06/30/25   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 2024 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 100,682,820 100,682,820

TY 2024 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 17,140,694 17,140,694
MERRILL LYNCH ACCT: 2002 FMV 2,347,501 2,347,501
MORGAN STANLEY ACCT: 5496 FMV 122,213 122,213
WELLS FARGO ACCT: 3920 FMV 138,000 138,000
MISC INVESTMENTS FMV 9,074,660 9,074,660

TY 2024 LandEtcSchedule2
Name:
SPEER FOUNDATION
EIN:
81-6922938
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE - HI-FI BUYS - TV 3,335 3,335 0  
OFFICE - DESK CHAIR 1,050 600 450  
OFFICE - SIDEBOARD 1,995 1,140 855  
OFFICE - TABLE 773 422 351  
OFFICE - 4 DARK BLUE CHAIRS 940 536 404  
OFFICE - BOOKCASE 1,588 870 718  
OFFICE - LATERAL FILE 740 406 334  
OFFICE - 2 CHAIRS 472 268 204  
OFFICE - END TABLE 215 124 91  
OFFICE - DESK 1,956 1,116 840  
OFFICE - WARDROBE LATERAL FILE 1,139 652 487  
OFFICE - LATERAL FILE 1,279 732 547  
OFFICE - MOBILE PEDESTAL 429 244 185  
OFFICE - L DESK 1,624 928 696  
OFFICE - EVANS GLASS (INVOICE DATED 10/6/21) 4,683 2,342 2,341  
OFFICE - CREDENZA IN CONFERENCE ROOM 3,021 1,404 1,617  
OFFICE CHAIR 1,959 397 1,562  
OFFICE CHAIR 1,572 56 1,516  


TY 2024 LegalFeesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 15,489 7,744 0 7,745


TY 2024 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 4,850    
UTILITY DEPOSITS 26,190    


TY 2024 OtherDecreasesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Description Amount
FEDERAL TAXES 170,694


TY 2024 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 121,710 1,548 0 120,162
RENTAL EXPENSES 272,365 272,365 0 0
BAD DEBTS 60,917 60,917 0 0
AMORTIZATION 70,683 70,683 0 0


TY 2024 OtherIncomeSchedule2
Name:
SPEER FOUNDATION
EIN:
81-6922938
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASSTHROUGH FROM K-1 PARTNERSHIPS 371,172 371,172 0
MISCELLANEOUS INCOME 175 175 0


TY 2024 OtherIncreasesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Description Amount
UNREALIZED GAIN/(LOSS) 9,296,727


TY 2024 OtherLiabilitiesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS 108,406 0
ACCRUED FEDERAL TAXES 0 42,737


TY 2024 OtherProfessionalFeesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 327,124 327,124 0 0
MANAGMENT FEES 106,875 105,000 0 1,875


TY 2024 TaxesSchedule
Name:
SPEER FOUNDATION
EIN:
81-6922938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 43,184 19,287 0 23,897
FOREIGN TAXES 20,495 20,495 0 0
LOCAL BUSINESS TAXES 83 83 0 0