2025-04-18T11:10:13-05:00 2024-06-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990PF 2023-07-01 883052692 SPEER DREAM FOUNDATION SPEE 7274051515 100 2ND AVENUE SOUTH 101S ST PETERSBURG FL 33701 LISA VICKERS EXECUTIVE TRUSTEE 7274051515 2025-02-25 1 1 KRISTEN BARNETT P01234578 8133162300 2025-02-25 2023 2025-03-06 01:10:19Z X 52658683 X X 947009 947009 165004 6223344 165004 1112013 1112013 161153 15865 145288 25619 0 25619 4356 767 3589 9514 951 8563 128739 122478 6261 15443 1312 14131 42208 0 44707 4471 40236 847 0 847 129979 0 129979 562565 145844 374513 2351000 2351000 2913565 145844 2725513 -1801552 966169 93042 93042 1420357 1054181 1054181 11190 11190 6038217 3699242 3657684 2938695 3031548 3051015 23827362 24570382 44779936 53843 42208 0 11635 11635 34224631 32471220 52658683 0 0 X 0 0 0 0 34224631 32471220 34224631 32471220 34224631 32471220 34224631 -1801552 48141 32471220 0 32471220 PUBLICLY TRADED SECURITIES 5207961 5203394 4567 4567 PUBLICLY TRADED SECURITIES 1015383 854946 160437 160437 165004 13430 0 13430 0 13430 0 0 15000 0 15000 808 762 762 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 HTTPS://SPEERDREAM.ORG/ HEIDI GREEN 7274051515 100 2ND AVENUE SOUTH SUITE 101S ST PETERSBURG FL 33701 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISA VICKERS 100 2ND AVENUE SOUTH SUITE 101S ST PETERSBURG FL 33701 CEO/EXECUTIVE TRUSTEE 40.00 0 0 0 BRETT VICKERS 100 2ND AVENUE SOUTH SUITE 101S ST PETERSBURG FL 33701 TRUSTEE 0.50 0 0 0 RALEIGH GREENE IV 100 2ND AVENUE SOUTH SUITE 101S ST PETERSBURG FL 33701 TRUSTEE 0.50 0 0 0 TIM WHIPPLE 100 2ND AVENUE SOUTH SUITE 101S ST PETERSBURG FL 33701 EXECUTIVE DIRECTOR 40.00 108269 0 0 HEIDI GREEN 100 2ND AVENUE SOUTH SUITE 101S ST PETERSBURG FL 33701 TREASURER 40.00 52884 0 0 NONE 0 WELLS FARGO BANK NA PO BOX 95021 HENDERSON NV 89009 INVESTMENT ADVISOR 122478 0 0 46733413 2654251 0 49387664 0 0 49387664 740815 48646849 2432342 2432342 13430 13430 2418912 0 2418912 0 2418912 2725513 0 2725513 2418912 613813 0 0 2725513 613813 0 0 2111700 0 0 0 0 0 0 0 0 307212 0 0 0 X LISA VICKERS 100 2ND AVENUE SOUTH SUITE 101S ST PETERSBURG FL 33701 7274051515 INFO@SPEERDREAM.ORG INFORMATION SHOULD BE SUBMITTED THROUGH AN APPLICATION FORM LOCATED ON THE FOUNDATION'S WEBSITE. N/A N/A ANGELS AGAINST ABUSE (SALLES ANGEL CORPORATION) 2200 TALL PINES DR LARGO FL 33771 PC 20 FAMILY MOVE-IN KITS/ LUNCHEON SPONSORSHIP 26000 BIG CAT HABITAT GULF COAST SANCTUARY INC 7101 PALMER BLVD SARASOTA FL 34240 PC CHEETAH HABITAT 50000 BILL EDWARDS FOUNDATION FOR THE ARTS INC 400 1ST STREET SE ST PETERSBURG FL 33701 PC CLASS ACTS PROGRAM SPONSORSHIP 130000 BROOKWOOD FLORIDA INC 901 7TH AVE S ST PETERSBURG FL 33705 PC SUPPORT OF OPERATIONAL EXPENSES 10000 EMPOWHERMENT - EMPOWHERMENT COMMUNITY CENTER 13555 AUTOMOBILE BLVD CLEARWATER FL 33762 PC WOMEN'S MENTAL HEALTH THERAPY SESSIONS 25000 FISHER HOUSE FOUNDATION INC 12300 TWINBROOK PKWY ROCKVILLE MD 20852 PC PROVIDES SCHOLARSHIPS TO 25 MILITARY CHILDREN FROM THE STATE OF FLORIDA 50000 FLORIDA ELKS CHARITIES INC PO BOX 49 UMATILLA FL 32784 PC SUPPORT OF OPERATIONAL EXPENSES 10000 FLORIDA RESURRECTION HOUSE - RESURRECTION HOUSE OF SL PETERSBURG INC 800 11TH STN ST PETERSBURG FL 33705 PC MATCHING GRANT FOR THE HIRING & TRAINING OF A NEW FAMILY EMPOWERMENT SPECIALIST 25000 HANDS ACROSS THE BAY- JULIE WEINTRAUBS HANDS ACROSS THE BAY INC 3800 ULMERTON ROAD CLEARWATER FL 33762 PC COMMUNITY DONATION & EMPOWERMENT CENTER 50000 HEROES OF THE ST PETE POLICE & FIRERESCUE 1216 66TH ST N ST PETERSBURG FL 33710 PC 4 DRONES 180000 KESWICK CHRISTIAN SCHOOL INC 10101 54TH AVE N ST PETERSBURG FL 33708 PC ATHLETICS COMPLEX RENOVATION CAMPAIGN 500000 PINELLAS COUNTY SHERIFF'S POLICE ATHLETIC LEAGUE INC 3755 46TH AVE N ST PETERSBURG FL 33714 PC PLAYGROUND EQUIPMENT; MULTIPE MISC. NEEDS (PICNIC TABLES, T-SHIRTS FOR CAMP, 2 WAY RADIOS, NETTING FOR BASKETBALL & SOCCER FIELD & UMBRELLAS FOR PICNIC TABLES/ OPERATIONAL SUPPORT 30000 PINELLAS COUNTY SHERIFF'S OFFICE FOUNDATION LNC PO DRAWER 2500 LARGO FL 33779 PC CREATION OF A REUNIFICATION TASKFORCE 150000 REACH SERVICES INC - REACH SL PETE 721 DR MLK JR ST S ST PETERSBURG FL 33705 PC NEW OUTREACH CENTER 100000 READY FOR LIFE PINELLAS - READY FOR LIFE INC 2200 TALL PINES DR LARGO FL 33771 PC SUPPORT OF OPERATIONAL EXPENSES 15000 ST ANTHONY'S HOSPITAL FOUNDATION LNC 1200 7TH AVE N ST PETERSBURG FL 33705 PC SURGICAL MICROSCOPE 100000 ST PETERSBURG COLLEGE FOUNDATION INC 244 2ND AVE N ST PETERSBURG FL 33701 PC FIRST STEPS SCHOLARSHIPS FOR UP TO 100 STUDENTS (DOUBLING FROM LAST YEAR) 250000 THE KIND MOUSE - THE KIND MOUSE PRODUCTIONS INC 1801 16TH ST N ST PETERSBURG FL 33704 PC OPERATING EXPENSES 50000 THE MAGIC YARN PROJECT PO BOX 83 PALMER AK 99645 PC SHIPPING COSTS, SUPPLIES TO MAKE WIGS AND/OR TRAVEL COSTS FOR VOLUNTEERS TO PUT ON WIGMAKING WORKSHOPS 25000 THE YMCA OF GREATER ST PETERSBURG 495 62ND AVE N ST PETERSBURG FL 33702 PC FUNDING OF NEW BUILDING TO FURTHER THE EXEMPT MISSION OF THE YMCA 500000 WARRIOR SAILING - USMMA SAILING FOUNDATION INC 250 2ND AVE SE ST PETERSBURG FL 33701 PC CAMPS, COURSES, MEMBERSHIPS & OPERATING EXPENSES 75000 2351000 THE YMCA OF GREATER ST PETERSBURG 495 62ND AVE N ST PETERSBURG FL 33702 PC FUNDING OF NEW BUILDING TO FURTHER THE EXEMPT MISSION OF THE YMCA 1000000 1000000 14 947009 18 165004 0 1112013 0 1112013 0 0 0 0 0 0 0 0 0 0 OFFICE BUILDOUT 2023-09-29 32066 150DB 15.000000000000 25974 0 SAMSUNG 75" TV 2023-09-26 2770 200DB 5.000000000000 2327 0 POLY X30 VIDEO CONFERENCEING SYSTEM 2023-09-26 4265 200DB 5.000000000000 3583 0 RUSSOUND MIX AMP 60 TUNER/AMP/REC/SPEAK 2023-09-26 3480 200DB 5.000000000000 2923 0 RACETRACK CONFERENCE TABLE 2024-06-26 3924 200DB 7.000000000000 2578 0 DESK 2024-06-26 4577 200DB 7.000000000000 3008 0 U-SHAPED DESK 2024-06-26 2761 200DB 7.000000000000 1815 0 ABBVIE INC 89698 91760 AMAZON.COM INC 95228 94954 AMERICAN EXPRESS CO 97630 98357 ANHEUSER-BUSCH INBEV WOR 99813 99433 ANTHEM INC 62913 63008 APPLE INC 96922 97196 AT&T INC 63786 65710 BOEING CO 92005 93988 CITIGROUP INC 93319 95307 CVS HEALTH CORP 96984 96562 DUKE ENERGY CORP 84587 84155 ELEVANCE HEALTH INC 61825 62769 FISERV INC 68009 70000 GENERAL MILLS INC 68827 67801 GILEAD SCIENCES INC 87557 88972 GOLDMAN SACHS GROUP INC 88542 92343 HOME DEPOT INC 90343 88690 JPMORGAN CHASE & CO 101339 102313 KEURIG DR PEPPER INC 93215 92777 LOCKEED MARTIN CORP 102696 100680 MARSH & MCLENNAN COS INC 57529 59628 MASTERCARD INC 84057 83561 MERCK & CO INC 83770 83132 META PLATFORMS INC 99937 99582 MORGAN STANLEY 93186 95090 PEPSICO INC 134826 137033 PFIZER INVESTMENT ENTER 99510 98249 RAYTHEON TECH CORP 80294 80242 STARBUCKS CORP 61222 60675 SUMITOMO MITSUI BANKING 88031 89942 TARGET CORP 88286 90000 TYSON FOODS INC 88498 89766 UNITEDHEALTH GROUP INC 82961 81058 VERIZON COMMUNICATIONS 56991 57773 WALT DISNEY COMPANY 97212 98509 3699242 3657684 0 0 TOYOTA AUTO RECEIVABLES OWNER AT COST 79508 81595 BENCHMARK MORTGAGE TRUST AT COST 100676 101593 COHEN & STEERS PREFFERED SECURITIES AT COST 1600000 1612050 ISHARES MCS ETF AT COST 177617 174439 ISHARES CORE S & P 500 ETF AT COST 12317739 27361500 ISHARES CORE S&P SMALL-CAP ETF AT COST 886523 1746238 ISHARES RUSSELL MID-CAP ETF AT COST 1372061 2341104 ISHARES S&P 500 VALUE ETF AT COST 1420373 1710894 VANGUARD MIDCAP VIPER AT COST 1567217 2287845 VANGUARD TOTAL STOCK MARKET ETF AT COST 5048668 7362678 OFFICE BUILDOUT 32066 25974 6092 SAMSUNG 75" TV 2770 2327 443 POLY X30 VIDEO CONFERENCEING SYSTEM 4265 3583 682 RUSSOUND MIX AMP 60 TUNER/AMP/REC/SPEAK 3480 2923 557 RACETRACK CONFERENCE TABLE 3924 2578 1346 DESK 4577 3008 1569 U-SHAPED DESK 2761 1815 946 LEGAL FEES 9514 951 8563 ADVERTISING/PROMOTIONAL 42481 0 42481 ENTERTAINMENT 2775 0 2775 FURNITURE, FIXTURES & EQUIPMENT EXPENSE 46845 0 46845 LIAIBLITY INSURANCE 2190 0 2190 MOVING EXPENSE 2614 0 2614 OFFICE EXPENSES 31893 0 31893 WARRANTY 1133 0 1133 VEHICLE EXPENSE - PARKING 48 0 48 BOOK/TAX DIFFERENCE IN ACCRUED MARKET DISCOUNT 48141 INVESTMENT MANAGEMENT FEES 122478 122478 0 OTHER PROFESSIONAL FEES 6261 0 6261 PAYROLL TAXES 15443 1312 14131