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
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
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID A AKERSON | PRESIDENT | — | — |
| MICHAEL T AKERSON | DIRECTOR | — | — |
| LORETTA D AKERSON | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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