Akerson Family Foundation

Huntingtn Bch, CA
Tax-exempt since Aug. 1995
EIN: 85-0427304

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$345k (2024)

Expenses

$498k (2024)

Total Assets

$12.7M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$345,465

Expenses

$497,625

Net Income

-$152,160

Net Assets

$12,671,779

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$210	0.1%
Dividends	$79,327	23.0%
Sales of Assets	$265,928	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$496,000	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,671,779
Total Liabilities	$0
Net Assets	$12,671,779

Compensation

Key Employees and Officers	Compensation	Other
David A Akerson (President)	$0	$0
Michael T Akerson (Director)	$0	$0
Loretta D Akerson (Secretary)	$0	$0

990-PF

Filed on April 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$382,755

Expenses

$478,625

Net Income

-$95,870

Net Assets

$10,534,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$308	0.1%
Dividends	$69,458	18.1%
Sales of Assets	$312,989	81.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$477,000	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,534,380
Total Liabilities	$0
Net Assets	$10,534,380

Compensation

Key Employees and Officers	Compensation	Other
David A Akerson (President)	$0	$0
Michael T Akerson (Director)	$0	$0
Loretta D Akerson (Secretary)	$0	$0

990-PF

Filed on July 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$127,213

Expenses

$514,618

Net Income

-$387,405

Net Assets

$8,289,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$282	0.2%
Dividends	$66,674	52.4%
Sales of Assets	$60,257	47.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$513,000	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,289,664
Total Liabilities	$0
Net Assets	$8,289,664

Compensation

Key Employees and Officers	Compensation	Other
David A Akerson (President)	$0	$0
Michael T Akerson (Director)	$0	$0
Loretta D Akerson (Secretary)	$0	$0

990-PF

Filed on March 29, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$485,120

Expenses

$364,131

Net Income

$120,989

Net Assets

$11,122,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$64,612	13.3%
Sales of Assets	$420,499	86.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$362,000	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,122,192
Total Liabilities	$0
Net Assets	$11,122,192

Compensation

Key Employees and Officers	Compensation	Other
David A Akerson (President)	$0	$0
Michael T Akerson (Director)	$0	$0
Loretta D Akerson (Secretary)	$0	$0

990-PF

Filed on March 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$197,235

Expenses

$385,589

Net Income

-$188,354

Net Assets

$9,058,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.0%
Dividends	$49,931	25.3%
Sales of Assets	$147,278	74.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$385,589	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,058,785
Total Liabilities	$1
Net Assets	$9,058,784

Compensation

Key Employees and Officers	Compensation	Other
David A Akerson (President)	$0	$0
Michael T Akerson (Director)	$0	$0
Loretta D Akerson (Secretary)	$0	$0

990-PF

Filed on March 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$459,400

Expenses

$333,672

Net Income

$125,728

Net Assets

$7,467,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	21.8%
Interest Revenue	$0
Dividends	$67,738	14.7%
Sales of Assets	$291,662	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,672	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,467,833
Total Liabilities	$1
Net Assets	$7,467,832

Compensation

Key Employees and Officers	Compensation	Other
David A Akerson (President)	$0	$0
Michael T Akerson (Director)	$0	$0
Loretta D Akerson (Secretary)	$0	$0

990-PF

Filed on April 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$353,250

Expenses

$343,841

Net Income

$9,409

Net Assets

$5,974,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$114,707	32.5%
Interest Revenue	$0
Dividends	$63,150	17.9%
Sales of Assets	$164,405	46.5%
Other Income	$10,988	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$343,841	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,974,760
Total Liabilities	$0
Net Assets	$5,974,760

Compensation

Key Employees and Officers	Compensation	Other
David A Akerson (President)	$0	$0
Michael T Akerson (Director)	$0	$0
Loretta D Akerson (Secretary)	$0	$0

990-PF

Filed on April 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$448,855

Expenses

$276,503

Net Income

$172,352

Net Assets

$6,491,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$96,564	21.5%
Interest Revenue	$0
Dividends	$58,460	13.0%
Sales of Assets	$293,831	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$276,503	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,491,674
Total Liabilities	$0
Net Assets	$6,491,674

Compensation

Key Employees and Officers	Compensation	Other
Warren Akerson (Foundation M)	$0	$0

990-PF

Filed on April 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$420,373

Expenses

$248,755

Net Income

$171,618

Net Assets

$5,319,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$308,935	73.5%
Interest Revenue	$0
Dividends	$58,982	14.0%
Sales of Assets	$52,456	12.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$248,755	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,319,272
Total Liabilities	$0
Net Assets	$5,319,272

Compensation

Key Employees and Officers	Compensation	Other
Warren Akerson (Foundation M)	$0	$0

990-PF

Filed on May 18, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$475,260

Expenses

$249,610

Net Income

$225,650

Net Assets

$4,939,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$232,328	48.9%
Interest Revenue	$0
Dividends	$54,946	11.6%
Sales of Assets	$187,986	39.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$249,610	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,939,818
Total Liabilities	$0
Net Assets	$4,939,818

Compensation

Key Employees and Officers	Compensation	Other
Warren Akerson (Foundation Mgr.)	$0	$0

990-PF

Filed on March 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$671,718

Expenses

$233,644

Net Income

$438,074

Net Assets

$4,867,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$333,217	49.6%
Interest Revenue	$0
Dividends	$58,387	8.7%
Sales of Assets	$280,114	41.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$233,644	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,867,095
Total Liabilities	$0
Net Assets	$4,867,095

Compensation

Key Employees and Officers	Compensation	Other
Warren Akerson (Manager)	$0	$0

990-PF

Filed on March 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$471,389

Expenses

$202,182

Net Income

$269,207

Net Assets

$4,255,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$274,501	58.2%
Interest Revenue	$0
Dividends	$51,812	11.0%
Sales of Assets	$145,076	30.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,182	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,255,371
Total Liabilities	$0
Net Assets	$4,255,371

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$225,112

Expenses

$171,955

Net Income

$53,157

Net Assets

$3,267,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,612	44.7%
Interest Revenue	$0
Dividends	$46,760	20.8%
Sales of Assets	$77,740	34.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,955	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,267,202
Total Liabilities	$0
Net Assets	$3,267,202

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$173,295

Expenses

$136,095

Net Income

$37,200

Net Assets

$2,993,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$141,553	81.7%
Interest Revenue	$0
Dividends	$34,744	20.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,600	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,993,442
Total Liabilities	$0
Net Assets	$2,993,442

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Akerson Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $345k (2024)

Expenses $498k (2024)

Total Assets $12.7M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$345k (2024)

Expenses

$498k (2024)

Total Assets

$12.7M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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2001