Akerson Family Foundation
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
Under IRS private-foundation payout rules, Akerson Family Foundation reported a distributable amount of $576K for 2024 — the minimum it must pay out in qualifying distributions.
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
Cities
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)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
128 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hope Works ($36,000), American Heart Stroke Assoc ($33,000), Meals on Wheels ($32,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALZHEIMER'S ASSOCIATION ALBUQUERQUE, NM | SUPPORT | $23,000 |
| HOPE WORKS ALBUQUERQUE, NM | SUPPORT | $36,000 |
| AMERICAN HEART STROKE ASSOC DALLAS, TX | SUPPORT | $33,000 |
| ST FELIX PANTRY RIO RANCHO, NM | SUPPORT | $30,000 |
| OUTCOMES INC ALBUQUERQUE, NM | SUPPORT | $23,000 |
| BARRETT FOUNDATION ALBUQUERQUE, NM | SUPPORT | $18,000 |
| CASA ANGELICA ALBUQUERQUE, NM | SUPPORT | $21,000 |
| CENTRO SAVILA ALBUQUERQUE, NM | SUPPORT | $17,000 |
| CROSS ROADS FOR WOMEN ALBUQUERQUE, NM | SUPPORT | $14,000 |
| EL RANCHITO DE LOS NINOS LOS LUNAS, NM | SUPPORT | $14,000 |
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID A AKERSON | PRESIDENT | — | — |
| MICHAEL T AKERSON | DIRECTOR | — | — |
| LORETTA D AKERSON | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from Akerson Family Foundation?
The foundation makes grants across various focus areas. Recent grantmaking activity includes: • **Capital Area Food Bank** (Charlotte, NC): $150,000 grant for general operating and building initiatives (2024) • **Storehouse New Mexico** (Albuquerque, NM): $23,000 grant for support (2024) The foundation made 31 grants in its most recent reporting year.
Where does Akerson Family Foundation make grants?
The foundation has a multi-state presence, with documented grantmaking activity in: • North Carolina • California • New Mexico
What size grants does Akerson Family Foundation award?
In 2024, Akerson Family Foundation awarded 25 grants totaling $496K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Akerson Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Akerson Family Foundation reported a distributable amount of $576K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Akerson Family Foundation's EIN?
Akerson Family Foundation's EIN (Employer Identification Number) is 85-0427304. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Akerson Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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