2025-10-08T09:08:51-05:00 2024-11-30 261180446 THE MARSTON GROUP PLC 1661 INTERNATIONAL DRIVE SUITE 250 MEMPHIS TN 38120 990PF 2023-12-01 621338941 SPEER CHARITABLE TRUST SPEE 9016049305 1779 KIRBY PARKWAY 1-219 MEMPHIS TN 38138 C TCOURTENAY TRUSTEE 9016049305 2025-10-06 1 0 SUSAN M LATTIMORE P00834343 9017613003 2023 2025-03-06 01:10:19Z X 60289155 X X 1128030 1128030 3244746 3244746 3244746 4372776 4372776 0 0 0 21100 10550 10550 417459 417459 0 23805 23785 20 2435 1217 1218 464799 453011 11788 2652250 2652250 3117049 453011 2664038 1255727 3919765 1636096 2470023 2470023 46727359 47149159 57819132 48363455 49619182 60289155 0 0 X 0 0 0 0 48363455 49619182 48363455 49619182 48363455 49619182 48363455 1255727 0 49619182 0 49619182 RAYMOND JAMES 106230 106230 106230 RAYMOND JAMES 3137988 3137988 3137988 SPEER, INC 528 528 528 3244746 54485 0 54485 0 54485 21096 0 72000 0 93096 119 38492 38492 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A C T COURTENAY 9016049305 7260 DUCKHORN DRIVE GERMANTOWN TN 38138 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN W VESCOVO 40 S MAIN STREET SUITE 2900 MEMPHIS TN 38103 PRESIDENT AND TRUSTEE 2.00 0 0 0 C T COURTENAY 7260 DUCKHORN DR GERMANTOWN TN 38138 TREASURER AND TRUSTEE 2.00 0 0 0 CHRIS KOCH 8521 BUCKTHORN DR GERMANTOWN TN 38139 SECRETARY AND TRUSTEE 6.00 0 0 0 NONE 0 RAYMOND JAMES & ASSOCIATES INC 880 CARILLON PARKWAY ST PETERSBURG FL 33716 ASSET MANAGEMENT 417459 0 0 54913080 2053059 0 56966139 0 0 56966139 854492 56111647 2805582 2805582 54485 54485 2751097 0 2751097 0 2751097 2664038 0 2664038 2751097 214762 0 0 2664038 214762 0 0 2449276 0 0 0 0 0 0 0 0 301821 0 0 0 X A STEP AHEAD FOUNDATION 1350 CONCOURSE AVENUE 451 MEMPHIS TN 38104 N/A PUBLIC PROGRAM RELATED 50000 ALZHEIMER'S ASSOCIATION 322 EIGHTH AVENUE 16TH FLOOR NEW YORK NY 10001 N/A PUBLIC PROGRAM RELATED 500 ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 N/A PUBLIC PROGRAM RELATED 5000 BIRTHRIGHT OF MEMPHIS 115 ALEXANDER ST MEMPHIS TN 38111 N/A PUBLIC PROGRAM RELATED 25100 CANCER CARD EXCHANGE PO BOX 1004 COLLIERVILLE TN 38027 N/A PUBLIC PROGRAM RELATED 15000 CATHOLIC CHARITIES 2050 BALLENGER AVE SUITE 400 ALEXANDRIA VA 22314 N/A PUBLIC PROGRAM RELATED 100000 CATHOLIC CHARITIES OF WEST TENNESSEE 1325 JEFFERSON AVENUE MEMPHIS TN 38104 N/A PUBLIC PROGRAM RELATED 100000 CATHOLIC DIOCESE OF MEMPHIS 5825 SHELBY OAKS DR MEMPHIS TN 38134 N/A PUBLIC PROGRAM RELATED 75500 CHICKASAW COUNCIL BSA 171 S HOLLYWOOD ST MEMPHIS TN 38112 N/A PUBLIC PROGRAM RELATED 10000 CHRISTIAN BROTHERS UNIVERSITY 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 N/A PUBLIC PROGRAM RELATED 200000 CHURCH HEALTH CENTER 1350 CONCOURSE AVENUE MEMPHIS TN 38104 N/A PUBLIC PROGRAM RELATED 25000 COMMUNITY FOUNDATION 1900 UNION AVENUE MEMPHIS TN 38104 N/A PUBLIC PROGRAM RELATED 400 CONCORD ACADEMY 4942 WALNUT GROVE RD MEMPHIS TN 38117 N/A PUBLIC PROGRAM RELATED 1000 DIXON GALLERY AND GARDENS 4339 PARK AVE MEMPHIS TN 38117 N/A PUBLIC PROGRAM RELATED 900 HARWOOD CENTER 4111 SOUTH MAIN STREET MEMPHIS TN 38103 N/A PUBLIC PROGRAM RELATED 102000 HOLY ROSARY CATHOLIC SCHOOL 4841 PARK AVE MEMPHIS TN 38117 N/A PUBLIC PROGRAM RELATED 10000 INCARNATION CATHOLIC CHURCH 360 BRAY STATION ROAD COLLIERVILLE TN 38017 N/A PUBLIC PROGRAM RELATED 27750 JIFF 254 SOUTH LAUDERDALE STREET MEMPHIS TN 38126 N/A PUBLIC PROGRAM RELATED 50000 JUVENILE DIABETES RESEARCH 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 N/A PUBLIC PROGRAM RELATED 6000 MADONNA LEARNING CENTER 7007 POPLAR AVENUE GERMANTOWN TN 38138 N/A PUBLIC PROGRAM RELATED 5000 MEMPHIS BOTANIC GARDENS 750 CHERRY ROAD MEMPHIS TN 38117 N/A PUBLIC PROGRAM RELATED 25000 MEMPHIS JOY PROM 4488 POPLAR AVE MEMPHIS TN 38117 N/A PUBLIC PROGRAM RELATED 5000 MEMPHIS UNION MISSION 383 POPLAR AVENUE MEMPHIS TN 38103 N/A PUBLIC PROGRAM RELATED 20000 MID-SOUTH FOOD BANK 3865 SOUTH PERKINS ROAD MEMPHIS TN 38118 N/A PUBLIC PROGRAM RELATED 162000 MIFA 910 VANCE AVENUE MEMPHIS TN 38126 N/A PUBLIC PROGRAM RELATED 80000 PORTER-LEATH 3400 PRESCOTT ROAD MEMPHIS TN 38118 N/A PUBLIC PROGRAM RELATED 20000 ROOM IN THE INN MEMPHIS 409 AYERS STREET MEMPHIS TN 38105 N/A PUBLIC PROGRAM RELATED 50000 ST ANN CATHOLIC SCHOOL 6529 STAGE RD BARTLETT TN 38134 N/A PUBLIC PROGRAM RELATED 25000 ST BENEDICT AT AUBURNDALE 5250 VARNAVAS DRIVE CORDOVA TN 38016 N/A PUBLIC PROGRAM RELATED 2000 ST BENEDICTS HIGH SCHOOL ANNUAL FUND 8250 VARNAVAS DRIVE CORDOVA TN 38016 N/A PUBLIC PROGRAM RELATED 50000 ST CECILIA CONGREGATION 801 DOMINICAN DR NASHVILLE TN 37228 N/A PUBLIC PROGRAM RELATED 2000 ST JUDE 262 DANNY THOMAS PLACE MEMPHIS TN 38105 N/A PUBLIC PROGRAM RELATED 400000 ST LOUIS CHURCH 203 S WHITE STATION RD MEMPHIS TN 38117 N/A PUBLIC PROGRAM RELATED 45000 ST MARY - ST CATHERINE OF SIENNA 46 WINTHROP ST CHARLESTOWN MA 02129 N/A PUBLIC PROGRAM RELATED 5000 ST MARY'S CATHOLIC CHURCH OF BOSTON 330 PRATT ST MANSFIELD MA 02048 N/A PUBLIC PROGRAM RELATED 50000 ST PAUL CATHOLIC SCHOOL 1425 E SHELBY DR MEMPHIS TN 38116 N/A PUBLIC PROGRAM RELATED 385000 TENNESSEE GREEN CONSERVANCY 1213A 16TH AVE S NASHVILLE TN 37212 N/A PUBLIC PROGRAM RELATED 500 TN WILDLIFE FOUNDATION 300 ORLANDO AVENUE NASHVILLE TN 37209 N/A PUBLIC PROGRAM RELATED 50000 UNIVERSITY OF MEMPHIS FOUNDATION 3720 ALUMNI AVENUE MEMPHIS TN 38152 N/A PUBLIC PROGRAM RELATED 50000 UNIVERSITY OF MEMPHIS LAW SCHOOL 1 N FRONT STREET MEMPHIS TN 38103 N/A PUBLIC PROGRAM RELATED 24000 WEST CANCER FOUNDATION 7945 WOLF RIVER BLVD GERMANTOWN TN 38138 N/A PUBLIC PROGRAM RELATED 5000 WKNO 7151 CHERRY FARMS ROAD CORDOVA TN 38016 N/A PUBLIC PROGRAM RELATED 11000 AVE MARIA HOME 2795 CHARLES BRYAN RD BARTLETT TN 38134 N/A PUBLIC PROGRAM RELATED 250000 LIFE FOCUS CENTER 301 N CHURCH STREET 101 MOORESTOWN NJ 08057 N/A PUBLIC PROGRAM RELATED 600 NEW BALLET ENSEMBLE & SCHOOL 2157 YORK AVENUE MEMPHIS TN 38104 N/A PUBLIC PROGRAM RELATED 10000 ORPHANOS FOUNDATION PO BOX 1057 CORDOVA TN 38088 N/A PUBLIC PROGRAM RELATED 20000 OUR LADY QUEEN OF PEACE RETREAT CENTER 3630 DANCYVILLE ROAD STANTON TN 38069 N/A PUBLIC PROGRAM RELATED 5000 UNIVERSITY OF MEMPHIS KELLY SMITH FUND 3744 WALKER AVENUE MEMPHIS TN 38152 N/A PUBLIC PROGRAM RELATED 1000 CARPENTER ART GARDEN 295 CARPENTER STREET MEMPHIS TN 38112 N/A PUBLIC PROGRAM RELATED 15000 ALLIANCE HEALTHCARE SERVICES 2579 DOUGLASS AVE MEMPHIS TN 38114 N/A PUBLIC PROGRAM RELATED 75000 2652250 ALLIANCE HEALTHCARE SERVICES 2579 DOUGLASS AVE MEMPHIS TN 38114 N/A PUBLIC PROGRAM RELATED 225000 CARPENTER ART GARDEN 295 CARPENTER STREET MEMPHIS TN 38112 N/A PUBLIC PROGRAM RELATED 30000 CHRISTIAN BROTHERS UNIVERSITY 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 N/A PUBLIC PROGRAM RELATED 400000 HARWOOD CENTER 4111 SOUTH MAIN STREET MEMPHIS TN 38103 N/A PUBLIC PROGRAM RELATED 100000 ROOM IN THE INN MEMPHIS 409 AYERS STREET MEMPHIS TN 38105 N/A PUBLIC PROGRAM RELATED 100000 ST JUDE 262 DANNY THOMAS PLACE MEMPHIS TN 38105 N/A PUBLIC PROGRAM RELATED 800000 ST PAUL CATHOLIC SCHOOL 1425 E SHELBY DR MEMPHIS TN 38116 N/A PUBLIC PROGRAM RELATED 1125000 PORTER-LEATH 3400 PRESCOTT ROAD MEMPHIS TN 38118 N/A PUBLIC PROGRAM RELATED 40000 2820000 14 1128030 18 3244746 0 4372776 0 4372776 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 21100 10550 10550 RAYMOND JAMES & ASSOCIATES 47117445 57782831 SHIRLO, INC 20431 20431 SPEER, INC 11283 15870 INSURANCE 1624 812 812 OFICE SUPPLIES 139 69 70 BANK CHARGES 672 336 336 INVESTMENT MANAGEMENT FEES 417459 417459 0 FOREIGN TAXES W/H FROM INCOME 23178 23178 0 FEDERAL EXCISE TAX 0 0 0 TN ANNUAL REPORT 20 10 10 OTHER 607 597 10