2026-04-13T17:28:35-04:00 2025-12-31 200561468 BURGMAIER & ASSOCIATES INC 4425 JUAN TABO NE STE 250 ALBUQUERQUE NM 87111 990PF 2025-01-01 850427304 AKERSON FAMILY FOUNDATION AKER 5053585990 6376 EVENING STAR CIRCLE HUNTINGTON BEACH CA 92648 DAVID A AKERSON PRESIDENT 5053585990 2026-03-24 true ERIC BURGMAIER CPA P01028083 5052998383 2026-04-10 2025 2025-03-06 01:10:19Z X 13405630 X X 23 23 23 77496 77496 77496 421963 844406 421963 499482 499482 77519 1785 1785 0 0 590000 590000 591785 0 590000 -92303 499482 77519 39381 84792 84792 12632398 13320838 13320838 12671779 13405630 13405630 0 X 12671779 13405630 12671779 13405630 12671779 13405630 12671779 -92303 826154 13405630 13405630 AMERICAN FUNDS CAPITAL INCOME P 20058 20058 AMERICAN FUNDS CAPITAL INCOME P 345478 217803 127675 127675 AMERICAN FUNDS EUPAC P 15263 15263 AMERICAN FUNDS EUPAC P 215995 169319 46676 46676 421963 6943 6943 6943 5200 5200 1743 false false false false false false false true true true false false false false true N/A DAVID A AKERSON 5053585990 6376 EVENING STAR CIRCLE HUNTINGTON BEACH CA 92648 false false false false false false false false false false false false false false false false false false false false CHRISTINA AKERSON 6376 EVENING STAR CIRCLE HUNTINGTON BEACH CA 92648 DIRECTOR 000.00 0 0 0 DAVID A AKERSON 6376 EVENING STAR CIRCLE HUNTINGTON BEACH CA 92648 PRESIDENT 5.00 0 0 0 LORETTA D AKERSON 11108 DOUBLE EAGLE NE ALBUQUERQUE NM 87111 SECRETARY 5.00 0 0 0 NONE NONE N/A 12982856 199028 0 13181884 13181884 197728 12984156 649208 649208 6943 6943 642265 642265 642265 590000 590000 642265 136669 590000 136669 453331 188934 X ALZHEIMER'S ASSOCIATION 6731 ACADEMY RD NE ALBUQUERQUE NM 87109 PC SUPPORT 25000 HOPE WORKS 1120 2ND ST NW ALBUQUERQUE NM 87102 PC SUPPORT 40000 AMERICAN HEART STROKE ASSOC PO BOX 841125 DALLAS TX 75284 PC SUPPORT 40000 ST FELIX PANTRY 4020 BARBARA LOOP SE RIO RANCHO NM 87124 PC SUPPORT 33000 OUTCOMES INC 1503 UNIVERSITY BLVD NE ALBUQUERQUE NM 87102 PC SUPPORT 23000 BARRETT FOUNDATION 10300 CONSTITUTION AVE NE ALBUQUERQUE NM 87112 PC SUPPORT 23000 CASA ANGELICA 5629 ISLETA BLVD SW ALBUQUERQUE NM 87105 PC SUPPORT 25000 CENTRO SAVILA 1317 ISLETA BLVD SW ALBUQUERQUE NM 87105 PC SUPPORT 20000 CROSS ROADS FOR WOMEN 805 TIJERAS AVE NW ALBUQUERQUE NM 87102 PC SUPPORT 17000 EL RANCHITO DE LOS NINOS 2 PUESTA DEL SOL LOS LUNAS NM 87031 PC SUPPORT 17000 GOOD SHEPHERD CENTER 218 IRON AVE SW ALBUQUERQUE NM 87102 PC SUPPORT 18000 HEALTHCARE FOR THE HOMELESS 1217 1ST ST NW ALBUQUERQUE NM 87102 PC SUPPORT 36000 JOY JUNCTION 4500 2ND ST SW ALBUQUERQUE NM 87105 PC SUPPORT 36000 MEALS ON WHEELS 5901 HARPER DR NE ALBUQUERQUE NM 87109 PC SUPPORT 38000 NORBERTINE COMMUNITY 5825 COORS BLVD SW ALBUQUERQUE NM 87121 PC SUPPORT 30000 PB&J FAMILY SERVICES 1101 LOPEZ RD SW ALBUQUERQUE NM 87105 PC SUPPORT 13000 PEGASUS LEGAL SERVICES 505 MARQUETTE AVE NW 1350 ALBUQUERQUE NM 87102 PC SUPPORT 18000 SAFE HOUSE 6001 LOMAS BLVD NE ALBUQUERQUE NM 87110 PC SUPPORT 12000 THE STOREHOUSE PO BOX 94810 ALBUQUERQUE NM 87199 PC SUPPORT 28000 TRINITY CATHOLIC WORKERS HOUSE 1925 5 POINTS RD SW ALBUQUERQUE NM 87105 PC SUPPORT 17000 BIBLE PROJECT 1302 SE ANKENY ST PORTLAND OR 97124 PC SUPPORT 25000 CAMP ENCHANTMENT 2453 MANZANO LOOP NE RIO RANCHO NM 87144 PC SUPPORT 36000 COLETTE'S CHILDRENS HOME 7372 PRINCE DR 106 HUNTINGTON BEACH CA 92647 PC SUPPORT 10000 ROBYN'S NEST 7602 TALBERT AVE UNIT F HUNTINGTON BEACH CA 92648 PC SUPPORT 10000 590000 23 77496 421963 499482 499482 false false false false false false false false false false 1785 INVESTMENTS-PUBLICLY TRADED ST 13320838 13320838 NET UNREALIZED GAIN ON INVESTMENTS 826154