2026-05-27T11:30:41-07:00 2025-12-31 582085823 Bridges & Dunn-Rankin LLP 400 Galleria Parkway Suite 1050 Atlanta GA 30339 990PF 2025-01-01 566044428 AKERS FOUNDATION INC AKER 4048429056 2537 KNOLLWOOD ROAD CHARLOTTE NC 28211 JOHN FREDERICK AKERS SR Vice President 2026-05-27 true KENNETH H BRIDGES P00117446 7705638888 2025 2025-03-06 01:10:19Z X 7260438 X X 41 41 98369 98369 101709 116871 101709 200119 200119 11000 4293 3700 1752 876 1400 22145 876 0 379707 379707 401852 876 379707 -201733 199243 24723 50129 50129 135261 135261 470832 1008230 963765 6739477 1168214 1149155 7260438 0 X 1168214 1149155 1168214 1149155 1168214 1149155 1168214 -201733 182674 1149155 1149155 PUBLICLY TRADED SECURITIES P 116871 15162 101709 101709 101709 2769 2769 2769 4139 4139 1370 1370 false false false false false false false true true NC true false false false true true N/A FRED AKERS 4042562888 419 GLENCASTLE DRIVE NW SANDY SPRINGS GA 30327 false false false false false false false false false false false false false false false false false false false false false false CALVIN SCOTT AKERS JR 3600 TUXEDO ROAD NW ATLANTA GA 30305 President 1.00 1000 JOHN FREDERICK AKERS SR 419 GLENCASTLE DR SANDY SPRINGS GA 30327 Vice President 1.00 0 MARY CATHERINE HAWES 2537 KNOLLWOOD RD CHARLOTTE NC 28211 Secretary 1.00 2000 CALVIN SCOTT AKERS III 2827 RAMSGATE NW ATLANTA GA 30305 ASSOC DIRECTOR 0.50 2000 GEORGE F AKERS 1156 PIEDMONT AVE NE APT A3 ATLANTA GA 30309 ASSOC DIRECTOR 0.50 2000 JOHN FREDERICK AKERS JR 512 PEACHTREE BATTLE AVE ATLANTA GA 30305 ASSOC DIRECTOR 0.50 2000 EDMUND ALEX HAWES JR 1011 ANDOVER RD CHARLOTTE NC 28211 ASSOC DIRECTOR 0.50 2000 NONE NONE 6844342 47773 0 6892115 0 6892115 103382 6788733 339437 339437 2769 2769 336668 336668 336668 379707 379707 336668 23648 20283 1074 81620 126625 379707 0 336668 43039 169664 0 23648 146016 20283 1074 81620 43039 X ARTS PLUS 345 N COLLEGE ST CHARLOTTE NC 28202 N/A PC TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE A SPACE FOR STUDENTS TO GROW, EXPLORE, AND UNLOCK THEIR ARTISTIC POTENTIAL. 15000 BROOKSTONE SCHOOLS 301 S DAVIDSON ST CHARLOTTE NC 28202 N/A PC TO SUPPORT THE ORGANIZATION'S MISSION TO STAND IN THE GAP FOR FAMILIES LIVING IN NEIGHBORHOODS WITH FAILING SCHOOLS. 10000 CATAWBA LAND CONSERVANCY 4530 PARK RD STE 420 CHARLOTTE NC 28209 N/A PC TO SUPPORT THE ORGANIZATION'S MISSION TO SAVE LAND AND CONNECT LIVES TO NATURE. 20000 CATAWBA RIVERKEEPER FOUNDATION 715 N CHURCH ST STE 120 CHARLOTTE NC 28202 N/A PC TO SUPPORT THE ORGANIZATION'S MISSION TO CREATE CLEAN, PLENTIFUL WATER FOR ALL. 30000 CHARLOTTE MECKLENBURG LIBRARY FOUND 310N TRYON ST CHARLOTTE NC 28202 N/A PC TO SUPPORT ORGANIZATION'S MISSION OF IMPROVING LIVES AND BUILDING A STRONGER COMMUNITY. 5000 JAZZ ARTS CHARLOTTE SPIRIT SQUARE 345 N COLLEGE ST CHARLOTTE NC 28202 N/A PC TO SUPPORT THE ORGANIZATION'S MISSION TO ALLOW STUDENTS TO LEARN JAZZ EDUCATION AND PERFORMANCE AND LIFE SKILLS. 15000 JUNIOR ACHIEVEMENT OF CENTRAL CAROL 201 S TYRON ST STE L1100 CHARLOTTE NC 28202 N/A PC TO SUPPORT THE ORGANIZATION'S MISSION TO HELP STUDENTS IDENTIFY, NAVIGATE, AND ACHIEVE A FULFILLED FUTURE. 5000 WING HAVEN FOUNDATION 260 RIDGEWOOD AVE CHARLOTTE NC 28209 N/A PC TO SUPPORT THE ORGANIZATION'S MISSION TO SUPPORT FUTURE DECADES OR GARDEN PRESERVATION AND PROGRAMS. 10000 YMCA OF GREATER CHARLOTTE 400 E MOREHEAD ST CHARLOTTE NC 28202 N/A PC TO SUPPORT THE ORGANIZATION'S MISSION OF IMPROVING HEALTH AND WELL-BEING. 15000 CHARLOTTE NEUROSCIENCE FOUNDATION 411 BILLINGSLEY RD STE 103 CHARLOTTE NC 28211 N/A PC TO SUPPORT THE ORGANIZATION'S MISSION TO REACH FAMILIES LIVING WITH MEMORY AND MOVEMENT DISORDERS. 10000 ALLEGRO FOUNDATION 419 ARDMORE RD CHARLOTTE NC 28209 N/A PC TO SUPPORT THE FOUNDATIONS WORK TO combine movement instruction with educational & medical expertise, creating new techniques to teach children with disabilities and enhance their quality of life. 5000 DAVIDSON COLLEGE 405 N MAIN ST DAVIDSON NC 28035 N/A PC TO SUPPORT THE UNIVERISTY'S MISSION TO PROVIDE EDUCATION THAT fosters humane instincts and disciplined and creative minds. 10000 DISCOVERY PLACE INC 168 W 6TH ST CHARLOTTE NC 28202 N/A PC GENERAL SUPPORT TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION 15000 NATIONAL PHILANTHROPIC TRUST 2537 KNOLLWOOD ROAD CHARLOTTE NC 28211 N/A PC GENERAL SUPPORT TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION 214707 379707 14 41 14 98369 18 101709 200119 200119 false false false false false false false false false false ACCOUNTING FEES 4293 0 0 0 ALTRIA GROUP INC 8749 86490 CHEVRON 71185 106687 IBM 43366 133295 PHILIP MORRIS INTERNATIONAL INC 11961 144360 FINANCIAL SELECT ETF SECTOR SP AT COST 181236 807036 INDUSTRIAL SELECT ETF SECTOR SP AT COST 141796 959417 SELECT SPDR FD CONSUMER DISCRET AT COST 76898 739148 SELECT SPDR TR CONSUMER STAPLES AT COST 46369 147592 SELECT SPDR FD HEALTHCARE AT COST 162242 956664 SELECT SPDR TR UTILITIES SELECT AT COST 61924 195093 SECTOR SPDR TR TECHNOLOGY SELEC AT COST 155399 2463327 SPDR S&P DIVIDEND ETF AT COST 76574 264404 SELECT SPDR FD MATERIALS AT COST 61327 206796 ASSOCIATION DUES 1400 FMV OF SECURITIES DONATED EXCEEDS COST BASIS 182674 FEDERAL EXCISE TAX 3700