Akerson Family Foundation

Foundation · Grantmaker 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.

Key facts about Akerson Family Foundation

EIN
85-0427304
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$590,000
Grants made (2025)
24
Average grant
$24,583
Median grant
$24,000
New grantees (estimate)
8% first-time grantees (2 of 24, 2025)
Primary geography
New Mexico (86% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Akerson Family Foundation funds

By grant dollars, the top recipient states for Akerson Family Foundation's 24 itemized 2025 grants were New Mexico (86%) and Texas (7%). The most frequent recipient cities were Albuquerque, NM (17 grants), Rio Rancho, NM (2 grants) and Huntington Beach, CA (2 grants). None of its 24 grants with a stated purpose were described as general or operating support. Recurring purposes include "Support" (24 grants).

Is Akerson Family Foundation open to new grantees?

8%

first-time grantees, 2025

In 2025, 2 of 24 grantees (8%) were first-time recipients. First grants averaged $10K; repeat grants $26K. How we count

Medians: $10K first-time, $25K repeat.

  • 92% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+15%). Method

Estimate from itemized IRS Form 990-PF grant lists (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Akerson Family Foundation

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$590K

+19.0% YoY

Grant Count

24

-4.0% YoY

Avg Grant Size

$25K

+23.9% 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

Share of all 24 itemized 2025 grant dollars.

Cities

AlbuquerqueHuntington BeachRio RanchoDallasLos LunasPortlandSalinas

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$0.275$0.55$0.8250000000000001$1.12019202020212022202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$148K$295K$443K$590K28 grants201929 grants202025 grants202124 grants202225 grants202325 grants202424 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Hope Works: $40KHope Works$40KAmerican Heart Stroke Assoc: $40KAmerican Heart Stroke Assoc$40KMeals on Wheels: $38KMeals on Wheels$38KHealthcare for the Homeless: $36KHealthcare for the Homeless$36KJoy Junction: $36KJoy Junction$36KCamp Enchantment: $36KCamp Enchantment$36KSt Felix Pantry: $33KSt Felix Pantry$33KNorbertine Community: $30KNorbertine Community$30KThe Storehouse: $28KThe Storehouse$28KAlzheimer's Association: $25KAlzheimer's Association$25K

Grant Size Distribution

123 grants across all recorded years

123<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Hope Works ($40,000), American Heart Stroke Assoc ($40,000), Meals on Wheels ($38,000).

RecipientPurposeAmount
HOPE WORKS Albuquerque, NMSUPPORT$40,000
AMERICAN HEART STROKE ASSOC Dallas, TXSUPPORT$40,000
MEALS ON WHEELS Albuquerque, NMSUPPORT$38,000
HEALTHCARE FOR THE HOMELESS Albuquerque, NMSUPPORT$36,000
JOY JUNCTION Albuquerque, NMSUPPORT$36,000
CAMP ENCHANTMENT Rio Rancho, NMSUPPORT$36,000
ST FELIX PANTRY Rio Rancho, NMSUPPORT$33,000
NORBERTINE COMMUNITY Albuquerque, NMSUPPORT$30,000
THE STOREHOUSE Albuquerque, NMSUPPORT$28,000
ALZHEIMER'S ASSOCIATION Albuquerque, NMSUPPORT$25,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • Gretchen Akerson - Vice President and Director

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

NameTitleHoursCompensation
Christina AkersonDirector——
David a AkersonPresident5—
Loretta D AkersonSecretary5—

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 2025, Akerson Family Foundation awarded 24 grants totaling $590K — an average of about $25K per grant, based on its IRS Form 990 filings.

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 2019–2025.

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

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