Akerson Family Foundation

HUNTINGTON BEACH, CA EIN: 85-0427304

The Akerson Family Foundation is a private grantmaking foundation designated as a 501(c)(3) organization. The foundation operates as a family foundation with operations in multiple locations, including Huntington Beach, California and Charlotte, North Carolina.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$12.7M

+20.3% YoY

Annual Giving

$496K

+4.0% YoY

Grant Count

25

+0.0% YoY

Avg Grant Size

$20K

+4.0% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Grantmaking

The foundation makes grants across various focus areas. Recent grantmaking activity includes:

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Geographic Focus

Where this funder awards grants

The foundation has a multi-state presence, with documented grantmaking activity in:

  • North Carolina
  • California
  • New Mexico

Grant Distribution by State

4states

Cities

AlbuquerqueDallasHuntington BeachLos LunasPortlandRio RanchoSalinas

Financial History

Multi-year comparison from IRS filings

Akerson Family Foundation (Huntington Beach, CA)

  • Total Assets: $10.5 million (2023)
  • Total Liabilities: $0 (2023)
  • Total Revenue: $383,000 (2023)
  • Total Expenses: $479,000 (2023)

Akerson Family Foundation - Agy (Charlotte, NC)

  • Total Assets: $11,825,573 (2024)
  • Total Revenue: $3,677,071 (2024)
  • Total Expenses: $709,328 (2024)
  • Investment Income and Dividends: $350,119 (2024)
  • Total Grants, Contributions: $2,013,436 (2024)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$142K$283K$425K$566K20202021202220232024
Metric202420232022
Total Assets$12,671,779$10,534,380$8,289,664
Revenue$345,465$382,755$127,213
Expenses$497,625$478,625$514,618
Qualifying Distributions$496,000$477,000$513,000
Net Investment Income$345,465$382,755$127,213
Distributable Amount$575,900$481,269$467,287

Giving Over Time

Total grant dollars and number of grants per year

$0$128K$257K$385K$513K29 grants202025 grants202124 grants202225 grants202325 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HOPE WORKS$36KAMERICAN HEART STROKE AS…$33KMEALS ON WHEELS$32KST FELIX PANTRY$30KHEALTHCARE FOR THE HOMEL…$30KJOY JUNCTION$30KCAMP ENCHANTMENT$30KNORBERTINE COMMUNITY$25KALZHEIMER'S ASSOCIATION$23KOUTCOMES INC$23K

Grant Size Distribution

128 grants across all recorded years

128<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Gretchen Akerson - Vice President and Director

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID A AKERSONPRESIDENT
MICHAEL T AKERSONDIRECTOR
LORETTA D AKERSONSECRETARY

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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