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Nonprofit · EIN 38-6066391

FORREST H AKERS TR

Tax-exempt · GRAND RAPIDS, MI 49506

Financials

$608K$687K2023$657K$679K2024$1.6M$784K2025
Revenue Expenses · by fiscal year end
Financials of FORREST H AKERS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,586,801$784,421$802,380$8,687,024$0$8,687,024
December 31, 2024990-PF$657,251$678,838-$21,587$7,884,644$0$7,884,644
December 31, 2023990-PF$607,568$687,262-$79,694$7,906,231$0$7,906,231
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$197,255
Interest
$100,916
Net rental income
$157,797
Net gain from sales of assets
$1,123,464
Other income
$5,000

Expenses

Grants and similar amounts paid
$716,600
Disbursements for charitable purposes
$716,600
Excise tax on investment income
$21,044

Balance sheet and other

Total assets, start of year
$7,884,644
Total assets, end of year
$8,687,024
Total liabilities, end of year
$0
Net assets, end of year
$8,687,024
Fair market value of assets
$17,724,263
Qualifying distributions
$716,600
Net investment income
$1,581,801

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BRIAN BRESLIN
2614 LITTLEFIELD DR NE, GRAND RAPIDS, MI 49506
DIRECTOR1$0
NANCY E CRAIG
1428 SAFIRE COURT, EAST LANSING, MI 48823
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BRIAN BRESLIN
2614 LITTLEFIELD DR NE, GRAND RAPIDS, MI 49506
DIRECTOR0$0
NANCY E CRAIG
1428 SAFIRE COURT, EAST LANSING, MI 48823
DIRECTOR0$0
STEPHEN H TERRY
4015 ZIMMER ROAD, WILLIAMSTON, MI 48895
DIRECTOR0$0
ROGER WILKINSON
210 DORI LANE 411, LANSING, MI 48912
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BRIAN BRESLIN
2614 LITTLEFIELD DR NE, GRAND RAPIDS, MI 49506
DIRECTOR0.01$0
NANCY E CRAIG
1428 SAFIRE COURT, EAST LANSING, MI 48823
DIRECTOR0.01$0
STEPHEN H TERRY
4015 ZIMMER ROAD, WILLIAMSTON, MI 48895
DIRECTOR0.01$0
ROGER WILKINSON
210 DORI LANE 411, LANSING, MI 48912
DIRECTOR0.01$0

Address and contacts

Address (IRS master file)
2614 LITTLEFIELD DR NE, GRAND RAPIDS, MI 49506-1229
Signed the 990-PF
BRIAN BRESLIN, DIRECTOR
Phone
(616) 560-6808
Return prepared by
ANDREWS HOOPER PAVLIK PLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-6066391
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1971
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,687,024
Income (IRS master file)
$3,042,269

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,586,801$784,421$8,687,024XML
990-PFDecember 2024$657,251$678,838$7,884,644XML
990-PFDecember 2023$607,568$687,262$7,906,231XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-6066391).

Questions about FORREST H AKERS TR

What is the EIN of FORREST H AKERS TR?
The employer identification number (EIN) of FORREST H AKERS TR is 38-6066391.
Is FORREST H AKERS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to FORREST H AKERS TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FORREST H AKERS TR file?
Form 990-PF. Private foundations file every year.
When is the next return of FORREST H AKERS TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FORREST H AKERS TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of FORREST H AKERS TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does FORREST H AKERS TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,586,801, expenses of $784,421 and total assets of $8,687,024 at year end.

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